Edit User
Last updated
Last updated
To configure existing user navigate to Setup > System > Users. From the 'User' column select the desired as shown below.
In this window there are number of settings to set and assign user to their corresponding work station. Following section will describe the content of this page in details
Top of the page indicates user name and status (active or inactive). To change user status click on the indicator as shown below.
Notice: Inactive users, unlike deleted ones, save all their settings but don't have access to the system. Inactive users do not contribute towards total license count.
Username: The name that user will use to enter the system. It is set during initial user creation and cannot be changed.
Password: user cannot login into the system without a password. For security purposes password field will be empty after page refresh.
Group name: allows to create custom name for group of users that share similar qualities (e.g., pickers, drivers, managers, etc.). This is a useful feature for data processing.
Language: user inherits language from the tenant settings. Using dropdown menu language can be overridden from default selection. Language options currently available: English and Spanish.
Default Warehouse: use a dropdown menu to set a default warehouse for the current user.
Permissions: allows to change user access using dropdown menu as shown above. Options are: Administrator and User.
Default menu: users can change landing page address using URL of the desired section. Below are examples of default menu and custom landing page.
Default menu uses first available section that particular user has access to. For example, 'Manager' module in this demonstration case has access to 'Receiving', 'Fulfillment', 'Returns', and 'Handheld' directories. Default menu would use first available section which is Receiving > Vendors.
To create a custom menu, choose a preferred section and copy the URL of the section as shown below.
Notice: It is important to copy every symbol after '.com' suffix. If the URL is used in the wrong format the user would not be able to login into the system until 'Default menu' setting are fixed or reset.
Add the URL to the 'Default menu' and click 'Update' to save changes.
Upon the next login, user will be automatically redirected to the receiving calendar page. This function can be used with any section of the P4W system. It is useful to setup quick access to the most important information regarding user's role and responsibilities.
Both user's name and last name can be edited in corresponding fields.
To change user's time zone use dropdown menu as shown above.
To add picture to the user profile click on the question mark icon and choose desired file (image) from the computer folder.
Use check box marks to allow automatic shipping of small parcels for current user. This is best used for users that primarily deal with e-commerce orders.
To activate geo location on user handheld device, select 'Track Geo Location' check box as shown above. This will provide user location while using handheld device. This is a useful feature to track the delivery progress when shipping with company owned private fleet.
Using toggle switch on the left side change a module for current user. Only one module can be selected at a time.
This setting is for a user that works for a specific 3PL. It will limit the user to only see customers, vendors, sales orders, purchase order from the one 3PL client. Use the toggle switch to assign the client. User can be assigned only to one client at a time.
Using toggle switches, select printer that are available for current user.
Additionally, select a default printer. All the printing request from that user will be directed to the chosen printer unless specified differently.
In this section set the zones the user is allowed to work in. This is used to prevent users from working outside of the assigned area. Use the toggle switch as shown above. One user can be assigned to multiple zones.
API Key: Keep these keys private, API Key is used for interfaces to talk to your system. If the key is compromised use a dropdown menu and click 'Generate new key'. Keep new key safe.
User Info details: provides ten empty fields for custom information about the user that is not stored in the regular fields.
