How To Add Users

Summary:

This article explains the steps to add a user if you are set up as an Administrator or Office Admin user.

You will want to ensure your Company Email Integration is working as expected; otherwise, the new user will not receive the New Login Email. Here is an article that explains how to test Company Email Integration -Company Email Integration Settings | How to Test if Email Integration is working

Add User

1. Navigate to System > Lists > Users

2. Click Add User on the top right

   Open

   

3. Fill out fields and role

   Open

   

4. Click Add

5. After clicking add the new user should receive their new login credentials in the email inbox that you entered

Note

• You will only be able to add users to Roles that are AT or BELOW you in the hierarchy. Example: Administrators can add Office Admins but Office Admins can’t add Administrators.

• If the user role requires a “Warehouse” you must have a warehouse added to your warehouse list . You can do that by following the steps in this article.