Adding and editing a user

• To add a new user to the system, follow the steps below:

1. Select Configuration >> Users, and on the right side, choose the Add User option.

2. Then, fill in all the required fields, such as 

• Email address – An activation email will be sent to this address. The user will later use this email to log into the system.

Note! You cannot add two users with the same email address to the system. Each user must have a unique email address.

• Symbol – This is a code / abbreviation of the employee (usually their initials), which will be used in numbering containing the user code (e.g., order numbering).

• Roles – Each role contains specific permissions based on the employee's function in the company.

• Assign to branch – For companies with multiple branches, you can assign the user to selected branches and grant visibility of data within each one. You can also set a default branch, which will automatically be suggested, for example, when creating a new load or order.

To edit a user, follow these steps:

1. Select the user from the list and click the Edit option on the right side.

2. Then, you can edit the preferred information, such as:

• Login (user’s email address) – After entering a new email address, the system will send a new activation email to the updated address.

• Branches – You can change the user’s assignment to specific company branches and their visibility within each branch. 

• Default currency – The selected currency will be suggested for the user when entering loads and orders into the system.