Prerequisites

  • Active PartsLedger account
  • User Admin permissions

Procedure

Add a user

  1. Navigate to Enterprise Setup ➔ User Management
  2. Click Add User
  3. Fill out the required fields. Typically, the user name is the same as the email address
  4. Add the user to the Default Internal Organization. Typically there is only one Org to choose from
  5. Click Add User

Edit a user's name, email, and/or password

  1. Click the Pencil icon next to the name of the desired user
  2. Edit the required fields and click Submit when finished

Edit a user's permissions

  1. Click the Gear icon next to the name of the desired user
  2. Check or uncheck the desired permissions and click Update Permissions when finished

Remove a user

  1. Click the Trash icon next to the name of the desired user
  2. Click OK to confirm the action

Notes

Users can update their own password and preferences by clicking on Account Settings in the top right corner of the webpage. Preferences include:

  • Session Timeout: increase this number as high as 28800 (seconds) to prevent getting logged out too early
  • Default Facility: change this code to the warehouse you work out of the most
Did this answer your question?