User Profiles

Task Description	WMS Module	Overview/Comments	Task Details
Add Profiles for new Users	Users	Users created at the 3PL Parent Company will have visibility across all companies in the specific facilities they have access to Users created at the client company level will only have visibility and access to that client company	Create usernames for any new users for the warehouse or customer. When adding Facility to user profile: Select specific facility the user needs access to or default login facility. When adding a Company to a user profile: For SuperUsers, select the 3PL Parent Company For customer users or users with limited access to a specific company, select the customer company. When adding the role: Select Guard or Employee for users with read-only access. For the default group: Select the appropriate group with the correct Menu to add to the user.
Add Facility-Company to New and Existing Users	Users	New users will be created with a default facility. Additional facilities can be added to users.	Select the specific user and access the link 'Eligible Facilities.' Add the Facilities to the user selected. Note: For users created at the 3PL Parent Company level: all companies in the added facility will be automatically added to the user.

Task Description

WMS Module

Overview/Comments

Task Details

Add Profiles for new Users

Users

Users created at the 3PL Parent Company will have visibility across all companies in the specific facilities they have access to

Users created at the client company level will only have visibility and access to that client company

Create usernames for any new users for the warehouse or customer.
When adding Facility to user profile: Select specific facility the user needs access to or default login facility.
When adding a Company to a user profile:
- For SuperUsers, select the 3PL Parent Company
- For customer users or users with limited access to a specific company, select the customer company.
When adding the role:
- Select Guard or Employee for users with read-only access.
For the default group: Select the appropriate group with the correct Menu to add to the user.

Add Facility-Company to New and Existing Users

Users

New users will be created with a default facility. Additional facilities can be added to users.

Select the specific user and access the link 'Eligible Facilities.'
Add the Facilities to the user selected.
Note: For users created at the 3PL Parent Company level: all companies in the added facility will be automatically added to the user.