Prerequisites
- Active PartsLedger account
- User Admin permissions
Procedure
Add a user
- Navigate to Enterprise Setup ➔ User Management
- Click Add User
- Fill out the required fields. Typically, the user name is the same as the email address
- Add the user to the Default Internal Organization. Typically there is only one Org to choose from
- Click Add User
Edit a user's name, email, and/or password
- Click the Pencil icon next to the name of the desired user
- Edit the required fields and click Submit when finished
Edit a user's permissions
- Click the Gear icon next to the name of the desired user
- Check or uncheck the desired permissions and click Update Permissions when finished
Remove a user
- Click the Trash icon next to the name of the desired user
- 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