Adding a user

Before you set up users in SmartTurn, you may want to refer to some general tips for setting up roles and some strategies for maintaining users.

To add a user:

Select System Administration>Users.
Select Add User.
In the User ID field, enter the user's email address, which will serve as the User ID.
This User ID cannot be changed. If the user has a change to his/her email address later, you can deactivate that user and create a new one.
In the New Password field, enter a password with at least 6 characters, with one that is lower case, one that is upper case, one that is a number, and one that is a special character. This is a required field.
In the Confirm Password field, key in the same password you just created. This is a required field.
Enter an Employer. The default selection is your company, but you can edit the field and select any of your configured business affiliates from the list.
If you want to set an expiration date for the user account, to the right of Expires, check the box and enter the date the user account expires.
Under the Address tab, enter the user details, such as name, number, and address. (Last name is the only required field on the Address tab.)
Under the Roles tab, select Add Role. An Add Role Assignment pop-up appears.
To add a role assignment to a user
1. Select the check box to the left of the role(s) that you want to assign to this user.
  You can filter the list by entering criteria, above, into the Role or Description fields and clicking Search. You can also sort the list by clicking a column title.
2. Click OK to add the role(s), or click Add to add the role(s) and search for other roles to add. Clicking OK closes the pop-up. The roles you assigned now appear in the list of roles on the Add User screen.
3. Set the Agent for this role by selecting from the drop-down menu. It appears on the far right in the list of roles. This is a required field.
  Selecting the correct Agent for is essential. If the selection is incorrect, the user may end up with access to data you didn't intend. The Agent for the role defaults to the User's Employer. Unless you want users to have access to all business affiliate data, you assign a single role, multiple times, (once for each business affiliate the user has access to) and then select a different Agent for each time you assign the role. See Role concepts.
To limit a user to see only a subset of the data
1. Key in the first few letters of the business affiliate you want as the Agent for. The system will display all business affiliates you have entered that match what you typed. Select the correct business affiliate from the display.
To remove a role assignment from a user
1. On the Add User page, under the Roles tab, select the check box to the left of any role(s) you want to remove. Select Remove Role on the table toolbar. The list refreshes without the role(s) you just removed.
For multi-warehouse operations only: Under the Warehouses tab of the Add user screen, specify three user characteristics:
To set the user's Default Warehouse View

When you set the Default Warehouse View, you also need to assign warehouse access to the user. If you haven't given the user either All Warehouse Access or assigned him/her the warehouse you selected for the Default Warehouse View, SmartTurn prevents you from saving the new user.

If there are multiple warehouses in your operation, and the user should have access to all of those warehouses, check the All Warehouse Access check box. The All Warehouse option now appears in the Default Warehouse View drop-down menu.

If the user should have access to only a subset of the warehouses in your operation, you will need to add warehouses to the Warehouse table below. (see To add a warehouse, below.) Once you add warehouse(s) in the table, they will appear by name in the Default Warehouse View drop-down menu.

Select a Default Warehouse View from the drop-down list.

If there are multiple warehouses in your operation, select the warehouse the user should see by default upon login from the drop-down list.

If there are multiple warehouses in your operation, and the user has all warehouse access, you can choose between giving him/her a Default Warehouse View of All Warehouses or a Default Warehouse View of a single warehouse.

Choosing a single warehouse for the default view of a user who has All Warehouse Access does not prevent him/her from switching to an All Warehouse view or another single warehouse view at will.

If the user will be using SmartTurn with a mobile device, you should select a Default Warehouse View of a single warehouse. The mobile device is only available for the Default Warehouse View; users cannot change warehouses will working on the mobile device.

To give a user All Warehouse Access

If there are multiple warehouses in your operation, and the user should have access to all of them, check the All Warehouse Access check box. The All warehouses option now appears in the drop-down list for Default Warehouse View. You do not need to add single warehouse assignments to the user if you have checked the All Warehouse Access check box.

To add a warehouse assignment to a user

Select Add Warehouse in the table at the bottom of the Warehouses tab. A Warehouse Search pop-up appears.

In order to appear in the Warehouse Search pop-up window, a warehouse must already be configured at System Administration>Warehouses. More info...

Select a warehouse from the list by checking the box to the left of the warehouse you want to add.

If the list is too long, enter part or all of the warehouse name in the search box at the top of the pop-up. Click Search. Search results display in the pop-up.

Click OK. The pop-up closes, and the warehouse displays in the list of the user's warehouses.
Under the Dashboard tab, specify the gadgets (metrics) the user can see on the SmartTurn home page.
To add a gadget to the user's dashboard, check the checkboxes next to the gadgets to display.

The available gadgets are determined by the permissions given to this user role. See Managing roles. (Users can configure their own dashboard based on the available gadgets when they edit their own profile.)
Select Save to create the new user.