User Management Guide

TABLE OF CONTENTS

  1. User Management Guide………………………………………………………………………1

1.1 Access Levels……………………………………………………………………………….1

1.2 Acess User Management………………………………………………………………….2

1.3 Adding a new user to the “User’s List”........................................................................4

1.4 View or edit the user’s information……………………………………………………….7

USER MANAGEMENT GUIDE:

Access Levels

They define the level of access and control a user has over resources, data, or functionalities.

The Super Administrator is provided with complete access to the modules within the portal.

The Administrator and Super Administrator have identical permissions within the portal as the Administrator is assigned by the Super Administrator to manage user settings.

The Client has access to RO Inbound modules which include

The Warehouse Employee has access to the Order Report module which consists of the Orders Dashboard, Shipping Report, Item Shipment Report, BKO, Returns, and Service Levels.

These access levels help ensure proper security and control within a system by allowing authorized users to perform their designated tasks while preventing unauthorized access or misuse of sensitive information.

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Access User Management

Once logged in, You will be directed to the Portal’s Dashboard.

You can access “User Management” by selecting the interface icon on the top left corner of the screen (near BOLX icon) and selecting “Admin” and selecting “User Management”.

  • NOTE: Access to User Management is available only to the Administrators on entitled accounts.

Once you are on the User Management page, It will show you a data table of the users and pagination of the data table.

  1. The Show Entries box gives the option to choose the number of entries to be viewed on one page based on one's convenience. The pagination also changes accordingly.

  2. By selecting on the Inactive box, the list of Inactive users will be shown instead of Active users.

  3. The Username column signifies the unique username chosen while adding a user.

  4. The Email column shows the email of the specific user which was earlier saved while adding a user.

  5. The Name column shows the name of the user.

  6. The Title column will show the designation of the user mentioned.

  7. The User Type column indicates the role of the user such as Administrator, Super Administrator, Client, or Warehouse Employee.

  8. The Created Date column represents the date on which the user was added.

  9. The Status column implies whether the user is Active or Inactive. The inactivated users will have no access to the app account but will not be deleted from the account. So, any time you want to re-activate that same user, you can do that through editing by selecting the user’s Username or Email.

  10. To create a new user, select “Add User”.

Adding a new user to the “User’s List”

  • Select “Add User”

Now select “Add User” next to the “Users List”, to fill up the details of the new user.

  • Specify Personal Information

Make sure to fill up every detail that is mentioned in the form under “Personal Info”.

  1. The User Type helps to make us understand what the user’s role is within the organization such as Administrator, Super Administrator, Client, or Warehouse Employee.

  2. The Company Name should be filled in according to the Company, the user belongs to.

  3. The Title box shall be filled up according to what designation the user holds.

  4. The user’s First name is to be filled in as it is mandatory.

  5. The user’s Last name is to be filled in as it is mandatory.

  6. The Email Address shall be filled in as it is important to be saved in the user’s list.

  7. Create a unique username as some already might be in use.

  8. Make sure to create a strong password:

  • Minimum 8 characters

  • At least one lowercase letter [a-z]

  • At least one uppercase letter [A-Z]

  • At least one numeral [0-9]

  • At least one symbol [!@#^8*0+_.-0?-]

  1. Confirm the created password.

  2. Fill in the respective Contact Number. Ensure to type in the correct country code to understand the user’s location.

  3. It is very important to fill up “Time Zone”, as this will help determine the time according to the user’s location.

  4. Can be changed from Active to Inactive or vice versa depending on the user.

Select the Warehouse the user belongs to.

Ensure to fill up “Applications” and “Clients” as it grants the user access to specified modules on the portal according to the user type.

  • Upload the Image and Save the Info.

Select “Save” to complete the user creation. The info is now added to the “Users List”.

  • NOTE: Once the data is added, you can update the user information anytime.

View or edit the user’s information

  • Select their Username or Email on the User Management module.

Modify the personal information according to the changes of the user and Select “Update” to save the information.

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