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Creating Users

Adding and managing user accounts

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Creating Users

Manage user access to SmartWMS by creating and configuring user accounts.

Adding a New User

  • Go to Configuration → Users
  • Click + New User
  • Fill in user details:
Required Fields:
FieldDescription
EmailLogin email
First NameUser's first name
Last NameUser's last name
RoleUser role
Optional Fields:
FieldDescription
PhoneContact number
DepartmentUser's department
WarehouseDefault warehouse
LanguageUI language
  • Click Create User
  • User receives email with login link

User Roles

Assign roles to control access:

RoleAccess Level
AdminFull system access
ManagerOperations management
SupervisorTeam oversight
OperatorDaily operations
ViewerRead-only access

Warehouse Assignment

Limit user access to specific warehouses:

  • Open user
  • Go to Warehouses tab
  • Check warehouses user can access
  • Save
User only sees data from assigned warehouses.

Bulk User Import

Add multiple users at once:

  • Download user template
  • Fill in user data
  • Upload CSV file
  • Review and confirm

User Status

StatusMeaning
ActiveCan log in
InactiveCannot log in
PendingAwaiting activation
LockedToo many failed logins

Password Policies

Configure in Settings → Security:

  • Minimum length: 8 characters
  • Require uppercase
  • Require numbers
  • Require special characters
  • Password expiry: 90 days
  • Password history: 5 passwords

User Profile

Users can update their profile:

  • Click profile icon
  • Select Profile
  • Update:
- Contact info - Language preference - Notification settings - Password

Deactivating Users

To deactivate a user:

  • Open user
  • Change status to Inactive
  • Save
Note: Deactivated users cannot log in but their data is preserved for audit purposes.

Deleting Users

Permanent deletion:

  • Open user
  • Click Delete
  • Confirm deletion
Warning: This is irreversible. Consider deactivating instead.

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