Setup Users (web)
Enter all Staff who will require use of StockMate. New Users will be sent a verification email to activate their StockMate account (check Junk mail, if required).
- Select Administration, Users & Permissions, Users, + Add User.
- Enter the User Details fields.
The specified ‘Role’ determines the level of StockMate access the user is granted. Administrator, Area Manager and Operator is the hierarchy in order of highest to lowest. Users cannot change their role or anyone else’s role to a higher role than their own. Refer to User Permissions for further information.
If the Read-only option is ticked, the user can access data to view and run reports, however they will be unable to add, edit or delete information. The user will not be able to sync on the App. - Select User Group from the drop-down list (if applicable), select Save Changes.
Refer to Setup User Groups (web) for further details on setting up User Groups. - The Management Groups section will become visible. Scroll down to select the Management Area(s) this user is permitted access to, Save Changes.Management Areas only become available for selection after the new User Record is saved as it is dependent on the permission level of the user being created.
Administrators do not have a Management Area. - Select Save Changes.
- Repeat steps 1-4 to set up each User.
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