How to Create and Manage Users
This guide explains how to create new users in Clarus WMS and assign them appropriate roles. Follow these steps to add users and manage their access permissions effectively.
Step-by-Step Guide
1. Access the Users Section
From the sidebar, click on the Users link. This will show a list of all current users, including their ID number, name, and email address. If this is your first time logging in, only your details will be listed.
2. Add a New User
Click on the +Add User button to begin the process of creating a new user.
3. Complete the User Details
Fill in the following information:
Email: Enter the user's email address.
Name: Enter the user’s full name.
Role: Choose a role for the user from the dropdown list. Available roles include: Admin, Standard, Client, Financial, and RF. Each role has different permissions and access levels.
4. Save the User
Once you have entered all the required details, click the Save button. The new user will then appear in the Users screen.
FAQs
What roles can I assign to users?
You can assign the following roles: Admin, Standard, Client, Financial, and RF. Each role has different levels of access and permissions.
Can I edit a user’s details after creation?
Yes, you can edit user details by selecting the user from the Users screen and making the necessary changes.
How do I remove a user?
To remove a user, go to the Users screen, select the user, and choose the option to delete or deactivate them.
What permissions does the Admin role have?
The Admin role has the highest level of access, including the ability to manage users, settings, and reports.
Can I change a user’s role after they’ve been created?
Yes, you can update a user’s role by selecting their profile from the Users screen and changing their assigned role.
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