Screen Path: Platform > User
With the Logiwa User Screen, you can now manage or add user parameters within your Admin account.
- Create Users
- Update Passwords
- Activate / Deactivate Users
- Assign Roles to Users
- Give Client Access to Users
- Give Warehouse Access to Users
In order to create a user on Logiwa, you need to go to the User screen under Platform menu.
After clicking the "New" button, you need to fill all the mandatory fields: Username, Description, Password, Email.
The "Active" toggle is turned on automatically because only the "Active" users can log into Logiwa. If you want to deactivate a user, you need to turn off the "Active" parameter. Active Users will be included into Purchased Users calculation, Deactivated users are not included.
While creating a client user, you should turn on the "Client User" parameter.
If you toggle access all the clients while creating a new user, this user will have access to all existing clients as well as any client added in the future.
After creating the user, you need to give a role access for your user. In order to give a role access for the user, you need to go to the Roles tab and click the "Select" button. After that, you will see the accessible roles for the user. (If the user is defined as a client user, you can only see the "client role"s for this user.)
After selecting the role/roles for the user, you should click "OK" button. Note, these roles must be preexisting or created by a Logiwa support member if it is a new role.
All users have to belong to a company. While creating the user, the "Company" access is given automatically. It is set as your company.
All users have to have access for at least one client. In order to set the client access for the user, you need to go to the Client tab and click the "Select Clients" button. After that, you will see the accessible clients for the user.
When a client access is given, the User will have access to the client's data, such as inventory, shipment orders, etc. depending on the role.
The "Select All" button works for selecting all listed clients for the user.
The "Filter" button works for filtering the desired clients. In order to filter the clients, you need to fill the "Description" field first and then click the "Filter" button. After that, you will see the related client list.
The "Clear" button works for clearing the filtered results and shows all the client list again.
After selecting the client/clients for the user, you should click "OK" button.
All users have to have access for at least one warehouse. In order to set the warehouse access for the user, you need to go to the Warehouse tab and click the "Select Warehouses" button. After that, you will see the accessible warehouses for the user.
After selecting the warehouse/warehouses for the user, you should click "OK" button.
If you see the error like below on the "User" screen, that means you need to buy more user licenses in order to create a new user.
For further information, you can read this article:
How To Solve
In order to control the active users, you can use the "User" screen as well. On the "Search" tab, you will see the "Active", "Client User" and "Integration User" toggles and you can use these toggles to calculate user limits.
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