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Users

The Users section allows you to view and manage users with access to the platform.

From this section, you can create new users, send invitations, and view active or archived users.

Users list

Figure 1. Users list

Users List

At the top of the page, the number of registered users is displayed in relation to the available limit.

The list can be viewed using the All Users and Archived Users views.

Avatar

Displays the image associated with the user when available.

Name

Displays the name registered for the user.

Email

Displays the email address associated with the user.

Teams

Displays the teams associated with the user.

Role

Indicates the role assigned to the user.

Resource Permission

Indicates the resource permission assigned to the user.

Default Company

Indicates the company defined as the user's default company.

Allowed Company

Displays the companies the user has access to.

Available Actions

Search

Allows you to locate users within the list.

New User

Allows you to create a new user and configure their access information and permissions.

Invite User

Allows you to send an invitation to an email address to add a new user.

New User

The New User option allows you to manually create a user and define their access configuration.

Create a new user

Figure 2. Information and permissions for a new user

General Information

Name

Allows you to enter the user's name.

Email

Allows you to enter the email address associated with the user.

Password

Allows you to set the user's access password.

Password Confirmation

Allows you to re-enter the password for confirmation.

Permissions

Roles

Allows you to select the role associated with the user.

Resource Permission

Allows you to select the resource permission assigned to the user.

Teams

Allows you to associate the user with one or more teams.

Avatar

The Avatar section allows you to upload an image associated with the user's profile.

Language and Status

Preferred Language

Allows you to select the preferred language for the user.

Status

Allows you to define the user's status.

Multi-Company

The Multi-Company section allows you to configure the user's access to the available companies.

Allowed Companies

Allows you to select the companies the user will have access to.

Default Company

Allows you to define the company that will be used by default.

Multi-Warehouse

The Multi-Warehouse section allows you to configure the warehouses available to the user.

Allowed Warehouses

Allows you to select the warehouses the user will have access to.

Default Warehouse

Allows you to select the default warehouse for the user.

Branch configuration for a new user

Figure 3. Branch configuration and creation actions

Multi-Branch

The Multi-Branch section allows you to define the branches available to the user.

Allowed Branches

Allows you to select the branches the user will have access to.

Default Branch

Allows you to select the default branch for the user.

info

The Name, Email, Password, Resource Permission, and Default Company fields are required.

Actions

Create

Creates the user using the entered information.

Create and Create Another

Saves the current record and starts the creation of a new one.

Cancel

Closes the form without creating the user.

Once created, the user becomes available in the Users list for viewing and management.

Invite User

The Invite User option allows you to send an invitation to an email address.

User invitation

Figure 4. Invite User

Email

Allows you to enter the email address to which the invitation will be sent.

info

The Email field is required.

Actions

Invite User

Sends the invitation to the entered email address.

Cancel

Closes the form without sending the invitation.