Create or edit a user

Stockagile allows you to create multiple users with different roles and different locations. For example, you can create a store manager user, who on the one hand will be able to perform functions that a user with the role of store salesperson will not be able to; and at the same time, you can select which stores he/she is the manager of, so that he/she will not be able to perform these operations in the stores he/she does not manage.

Requirements to create a user:

• The user must have the role of OWNER, STORE MANAGER or WAREHOUSE MANAGER.

Steps to create a user:

1. Go to the settings drop-down menu, located at the top right with the user name.
2. Enter the USERS option.
3. In the list of users, click on the ADD USER button located at the top right.
4. 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. If you do not choose any, it means that you have access to all of them.
   • 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.
5. 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.

Image step 4: Create user popup