Setting up a User Login

Setting up a User Login

Logins can be set up by users provided they have permissions to do so.  Setting up a user is a two step process.
  1. Create new User
  2. Add Access
If a user cannot login and receives the following message it means that the Add Access part has not been done.
We could not find a valid account for your user/  Please contact support.
The Access tab appears next to the List tab as shown below.
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Create new User

To create a new user go to Data\Users.
Click on the List tab.
Click on the Create new User button.
Important fields to complete are:
  1. Group - it is important that the correct group is selected.  If you are not sure of the Group you can click on the Access tab and have a look at the Groups assigned to other users.
  2. Email - it is preferable for the user to have an email address.  If this is not possible then you can enter a name in the User Name field.  Do not enter in both fields.
  3. Generate - PalletWatch can generate a password or you can type one in.
  4. Email Password - Tick this box to email the user their password.  If the user does not have an email address then you will need to take note of the User Name and Password and then forward this information to the user.
  5. First Name - needs to be entered.
  6. Last Name - needs to be entered.
  7. Permissions - select from the list.
  8. Click Save when done.

Add Access

Click on the Access tab to give access to the account or site.
Select Group - select from the dropdown list.
Click the Add Access button.
Fields to complete are:
  1. Users - select user from the list.
  2. Groups - select from the list or if the user is restricted to a site then leave this field blank.
  3. Sites - select from the list or if the user has access to the account or group then leave this field blank.
  4. Click Save when done.
If you want to restrict a user to a site you only select the site and 

Give a User access to more sites

If you want to give a user access to more sites then you can do the following:
  1. Click on the Access tab from Data\Users on the main menu.
  2. Click the "Add Access" button.
  3. Select the user from the Users field.
  4. Select the site from the Sites tab.
  5. Click Save.

Add Access - All Users

This button will only be available to users who have access to multiple accounts.
In these situations the user has been created under another account but you want to give the user access to this account.  This is normally used when you want to give a user to multiple accounts.  When the form appears you select the user from the dropdown list and then select either the Account or Site you want them to have access to.

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