Creating Users
Adding and managing user accounts
2 min read
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:
| Field | Description |
|---|
| Login email | |
|---|---|
| First Name | User's first name |
| Last Name | User's last name |
| Role | User role |
| Field | Description |
|---|
| Phone | Contact number |
|---|---|
| Department | User's department |
| Warehouse | Default warehouse |
| Language | UI language |
- Click Create User
- User receives email with login link
User Roles
Assign roles to control access:
| Role | Access Level |
|---|
| Admin | Full system access |
|---|---|
| Manager | Operations management |
| Supervisor | Team oversight |
| Operator | Daily operations |
| Viewer | Read-only access |
Warehouse Assignment
Limit user access to specific warehouses:
- Open user
- Go to Warehouses tab
- Check warehouses user can access
- Save
Bulk User Import
Add multiple users at once:
- Download user template
- Fill in user data
- Upload CSV file
- Review and confirm
User Status
| Status | Meaning |
|---|
| Active | Can log in |
|---|---|
| Inactive | Cannot log in |
| Pending | Awaiting activation |
| Locked | Too 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:
Deactivating Users
To deactivate a user:
- Open user
- Change status to Inactive
- Save
Deleting Users
Permanent deletion:
- Open user
- Click Delete
- Confirm deletion