Product: TrueCommerce Home (for Retailer)
Article link: https://intercom.help/truecommerce-home/en/articles/13830450-truecommerce-home-for-retailer-how-do-i-add-a-user
Let’s dive into the steps and considerations involved in adding a user in the TrueCommerce Home portal for Retailer!
Getting to Know the User Management menu
The User Management menu is designed specifically for the Administrator User Type. This menu includes functions to add new users, edit existing user profiles, and remove users as necessary. By managing all user accounts, Administrators hold the responsibility of ensuring that account permissions and settings align with company policies and security protocols.
In contrast, users categorized as Manager or Staff have a more restricted access level; they can only navigate to their own User Profile, where they can view their profile details and make edits as needed.
NOTE: Not seeing the User Management menu option? Chances are you just need your permissions adjusted. Your administrator will need to add the permission to your account.
When to Add a User
Below are scenarios where you should consider adding a new user in the TrueCommerce Home portal for Retailer:
New Onboarding: When a new employee joins the company, adding their user account promptly ensures that they have immediate access to the necessary functionalities and resources.
Role Changes: If there is a change in personnel or a shift in responsibilities within your organization, a new user account with adequate User Type and other relevant details might be required to reflect those changes.
Business Expansion: When your projects expand or your business scales and more team members need access to the portal for collaboration, adding these users is needed.
User Access Reviews: During regular user access reviews, you might find that certain employees need access to the portal due to their current roles, then you should add their user accounts accordingly. This helps ensure that the right users have the right level of access and maintain an accurate list of active users.
IMPORTANT: Always make sure that newly-added users are granted the proper access rights that correspond to their current roles! This is important in maintaining security and compliance within the system.
How to Add a User
It is time to visit the User Management menu!
From the TrueCommerce Home portal for Retailer, select Administration > User Management.
NOTE: Only the Administrator User Type can access this menu option.
Under the Manage Users tab, click the Add User button.
On the Add User screen, fill out the User Personal Information and User Configuration sections.
NOTE: Fields marked with a red asterisk (*) are required.
Definitions for each field are presented in the table format, below.
To assign a Trading Partner to the user account, click the Assign link in the Trading Partners section.
Once you click Assign, the selected Trading Partner from the Available pane will be moved to the Assigned pane.
Once all necessary fields are filled in and trading partners assigned, click Save to finish adding the new user.
Field Definitions
Field | Definition |
First Name and Last Name | The user’s first name and last name. |
Email Address (*) | The valid address where the user expects to receive email notifications and alerts. |
User Name (*) | The username can be an email address or a customized username. |
Password (*) | Enter the password twice for compatibility. Note: The password must be 12 characters minimum, containing at least one lowercase letter, one uppercase letter, one number, and one special character. Valid special characters are @#%^&+= |
User Type (*) | Determines the level of access and privileges for a new user. Options include:
|
Status | Options include Active and Inactive. NOTE: Changing the Status to Inactive will disable the user’s login. |
Language (*) | Select the language to view the web user interface of your preference. Options include English, French, Mandarin, and Spanish. |
Select Position (*) | Indicate the user’s role (such as Accounting, IT, EDI Coordinator, Manager, etc.). This information is for reference purposes only and does not affect the user's access levels or views within the system. |
Exclude from All Emails | Check this box if you do NOT want to receive all email notifications. |
Exclude New Order Emails | This email alert type is for the Vendor side. Retailers do not receive this email alert type. |
Exclude from Alert/Rejection Emails | Check this box if you do NOT want to receive email notifications about the order alerts/rejections. |
Exclude from Administrative Emails | Check this box if you do NOT want to receive email notifications about administrative issues. |
Landing Page (*) | The first page you land on after login, such as Dashboard, Document Management, etc. |
By following the guidelines outlined in this article, you can successfully add a new user within the TrueCommerce Home portal for Retailer. It is essential to note that you must have Administrator privileges to execute this task. For any further questions or support needs, contact TrueCommerce Home Support.
rev. 2/23/2026