Stockagile allows you to register multiple users with different roles and locations. For example, you can create a store manager user who can perform functions that a store salesperson user cannot. At the same time, you can specify which stores they manage, ensuring they cannot carry out these operations in stores they do not oversee.
Requirements to create a user
The user must have the role of OWNER. We can view the different types of roles in the Create or edit a user section.
Steps to create a user
Go to the settings drop-down menu, located at the top right with the user name and enter the USERS option:
In the list of users, click on the + NEW USER button located at the top right:
Fill in the following popup data.
User name: User that you will use to enter the program.
Password: Password you will use to enter the program.
Name: Employee's name.
Last name: Employee's last name.
Telephone: Contact telephone number (optional).
Email: Mail where the user will receive notifications and documents. It can be personal or corporate and used by several users.
Role: Type of permissions that the user will have, later we will explain the types of role.
Warehouses: List of warehouses or stores to which the user will have access, whether to sell, accept transfers, etc. Note: If no store is assigned to a user, it means they have access to all stores.
Legal entities or franchises: Assigning a franchise or legal entity to a user in Stockagile limits their access to specific data and functions, enhancing security, organization, and report customization according to the company's structure.
Default language: Spanish, Catalan, English, or French. The language can be changed in the Configuration menu.
PIN: Indicates a PIN number in case you want to maintain the privacy of different users. If left blank, no PIN will be required at any time.
Receive notifications: If you activate this option, the user will receive notifications informing of different events (new sale, stock movements...). More info in this article.
Finally, click on the ADD USER button located at the bottom right of the popup.
Default role types:
Owner: You have access to all program functions.
Store salesperson: Has limited access, with the basic functions to sell in store.
Store Manager: You have full access to the store module management functions, invoicing, stock editing, etc.
Wholesaler: Limited access, with basic wholesale functions.
Wholesale manager: You have full access to all the functions necessary to manage the warehouse and make wholesale sales.
Product Editor: You have the limited access to be able to log into the system and edit product data such as name, prices and descriptions.
Ecommerce manager: It has limited access, with the necessary functions to manage ecommerce channels, both retail and B2B.
For more information about roles, refer to the article User Role Types.