How to Create a New User? | Set Default Location Entity.

Sales Itemcount

Created Nov 28, 2023

How to Create a New User? | Set Default Location Entity.

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How to add a New User?

10 Steps
1

Display of users page.

Display of users page.
2

Click on Users

Click on Users
3

Click on New

Click on New
4

User details page.

User details page.
5

Enter your First name

NOTE: A field with an asterisk (*) indicates that it is mandatory to fill out.

Enter your First name
6

Enter your Last name *

Enter your Last name *
7

Put your Email address

Put your Email address
8

Put your email password.

Put your email password.
9

Put your phone number. Note, this is optional.

Put your phone number. Note, this is optional.
10

Choose the branch where you would like to assign this user.

Choose the branch where you would like to assign this user.
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Default Location Entity

10 Steps
11

Default location entity - If this user uploads an item via csv file, the item is immediately stored to the type and branch set to this user.

Default location entity - If this user uploads an item via csv file, the item is immediately stored to the type and branch set to this user.
12

select on Inventory type

select on Inventory type
13

After selecting the inventory type, choose the exact location or branch you would like to assign to this user.

After selecting the inventory type, choose the exact location or branch you would like to assign to this user.
14

Select the role of a user.

Select the role of a user.
15

After filling in all the required fields. click the submit button

After filling in all the required fields. click the submit button
16

You successfully created a employee user.

You successfully created a employee user.
17

To allow this user to cancel the transaction, flip this toggle.

To allow this user to cancel the transaction, flip this toggle.
18

To view more stuff, click the three dots next to the user's name.

To view more stuff, click the three dots next to the user's name.
19

Click on Edit to update user

Click on Edit to update user
20

You can update the user's information and entity here; just remember to submit after you make changes.

You can update the user's information and entity here; just remember to submit after you make changes.
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