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.
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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.
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