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Users

Users is the page under Company where the company administrator adds and manages the people who work in the company account.

Use this page for operators, supervisors, shift leads, people who work with products, orders, reports, billing, or internal administration. This guide covers only the company’s own users, meaning the customer’s people who use the application in their daily work.

Access should follow the person’s real work: which warehouses they can work in and which actions they can perform there. If a user does not see a page, a button, or a warehouse, the reason is one of these: the required permission is missing, the warehouse is not assigned, or the user is trying to change their own account from an area where that is not allowed.

This page is for company accounts:

  • the company administrator, who can see users from their own company;
  • regular company users, such as receiving, putaway, picking, packing, inventory, or commercial data users;
  • users who were given limited administration rights and only see the work area available to them.

When you add a new account from this page, the role available for company people is User. The company administrator role can appear in the list for context, but it is not created or changed from this page.

Use the Account page for personal details, your own password, personal login settings, and your own login logs. Do not use the Users page to change access for your own account.

  1. Open Company -> Users.
  2. Search by first name, last name, or email address.
  3. Filter by role, status, or warehouse when the list is large.
  4. Open the action menu for details, warehouses, permissions, activation or deactivation, IP restriction, login logs, deletion, or restore.

The list shows the name, email address, role, and account status. In details you can also see the creation date, who created the account, the last login IP, the allowed IP, failed login attempts, and assigned warehouses.

Deleted users remain in the list with Deleted status so they can be checked or restored after the allowed period. For deleted accounts, the account email and personal data may be cleared to protect privacy.

The action menu changes based on the signed-in person’s rights and the selected account. Actions that could lock you out of your own account are not available for your own account.

  1. Select Add User.
  2. Enter first name, last name, and email address.
  3. Keep the User role.
  4. Select the warehouses where the person is allowed to work.
  5. Select general permissions if the person needs access to areas that are not tied to one warehouse.
  6. For each selected warehouse, choose the work permissions for that warehouse.
  7. Save.

The administrator does not set the password for the new user. After saving, the person receives an invitation email and activates the account from the link.

The invitation link is valid for 24 hours. During activation, the user sets their password. The password must have at least 8 characters and include uppercase letters, lowercase letters, numbers, and a special character. If the link expires, the user can request another activation email from the login page.

A new user appears inactive until the account is activated. If two-step verification is required for the company, the user will also complete that step during login.

You cannot add a user if the active plan has reached its user limit. To add another account, free a seat by deleting a user that is no longer used or change the plan. If the email is already used in the company, use another email or restore the deleted account when restore is available. If the email is used by another company, another address must be used.

Warehouses define where the user can work. A user assigned only to the Bucharest warehouse should not work in the Cluj warehouse, even if they have permissions for warehouse operations.

An account without an assigned warehouse can exist, but it cannot work in flows that require a warehouse. For operators, select at least the warehouse where they actually work.

When you remove a warehouse from a user, permissions linked to that warehouse are removed for that user. After the change, check the remaining warehouses and permissions for each person who works in more than one location.

Selecting a warehouse does not automatically grant every action in that warehouse. The warehouse says where the person can work, and permissions say what the person can do there.

General permissions apply across the company account and do not depend on a selected warehouse. They are used for shared areas such as products, customers, reports, settings, billing, or user administration.

Give only the rights the person needs for their work. A goods receiving operator normally does not need access to billing or user administration.

The permission list shown depends on the active plan and on the rights of the person making the change. You cannot give another user a permission that is not available to you.

Warehouse permissions are selected separately for each assigned warehouse. They control activities such as goods receiving, putaway, transfer, picking, packing, locations, stock, warehouse documents, and adjustments.

If a user works in two warehouses, check permissions in each warehouse. Access to an action in the first warehouse does not automatically copy the same action to the second warehouse.

For a user who only receives goods, assign the correct warehouse and the needed receiving permissions for that warehouse. For a user who works on picking and packing, assign the permissions for those activities.

  • Active: the user can sign in and work if the account is activated, warehouses are assigned, and the required permissions are present.
  • Inactive: the user cannot work. This status is also used for invited accounts that have not been activated yet.
  • Deleted: the account is removed from current use. The user can no longer work and can be restored only after the allowed period.

Deactivate a user when the person leaves temporarily or should not enter the account for a period of time. Delete a user when the person should no longer remain an active company user.

Do not activate, deactivate, delete, or change access for your own account from this page.

IP restriction limits login to one IP address. If you enter an allowed IP, the user can sign in only from that internet location. If you leave the field empty, the user can sign in without this restriction.

Use IP restriction only for people who work through a stable connection. If their internet connection often receives another IP, the user can be locked out of the account.

If a user cannot sign in after the restriction is set, check the login logs. If the reason is the IP, clear the restriction or enter the correct IP.

Login logs help investigate access problems. They show the date, IP address, browser or device information, whether login succeeded, and the reason for a failed attempt.

Use login logs for situations such as wrong password, account not activated, disabled account, IP restriction, two-step verification, or temporary lockout. For warehouse work, use reports and operational traceability, not login logs.

Deleting a user requires the password of the administrator performing the action. After deletion, the user can no longer sign in, existing sessions no longer remain valid, and the seat used in the plan limit is freed.

Restore is available only after 7 days from deletion. During restore, enter the email address that will remain on the account. Restore is blocked if the email is already used or if the active plan no longer allows another user.

If you try to add a user with an email that belongs to a deleted account in the same company, the application asks you to restore the deleted account instead of creating a new one.

  • If you do not see Add User, you do not have the user administration right for adding users.
  • If a user does not see a warehouse, check assigned warehouses.
  • If the user sees the warehouse but cannot perform an action, check permissions for that warehouse.
  • If the user does not see a shared area such as products, reports, or billing, check general permissions.
  • If the user cannot sign in, check account activation, account status, IP restriction, two-step verification, and login logs.
  • If you cannot add or restore a user, check the plan limit and whether the email is already used.
  • If an action on your own account is refused, use the Account page for personal details and your own password.
  • Create a separate account for each person. Do not share one account between operators.
  • Start with only the needed rights and expand access when there is a real need.
  • Check warehouses and permissions after moving an employee to another team or location.
  • Quickly deactivate users who should no longer enter the account.
  • Use deletion only when the person should no longer remain an active company user.
  • Use login logs only for access problems, not for evaluating warehouse work.