Description
This document explains how to:
setup a new user in WMS
update an existing user in WMS
update security access rights for new and current users
change usernames and passwords
Workflow Reminder The "Superuser" login ([email protected]) is required to perform the above tasks. |
Workflow Options The number of user licenses means the number of concurrent users in WMS. However, the User's creations are unlimited and can be added directly in the WMS under User Management. |
Detail Steps
Create a new USER:
1. Create a new Employee card in the Accounting software
1. Create a new staff member in the Accounting software as an employee (an individual as opposed to a company).
For Xero software, follow these steps Setting up Users with Xero
2. Replicate WMS and the Accounting software using the refresh mode or wait for the overnight replication. Select the following link for instructions on how to perform a replication Using WMS Replicating Modes.
WMS Restrictions The employee must be active, not disabled or deleted in Accounting Software; otherwise, every replication will disable the WMS user.
If the employee is active in Accounting Software and the User is disabled each replication, please ensure the active employee card is set in the WMS; if the card was deleted and recreated, there might be a duplicate in the list. |
2. Activate new User in WMS
1. Open WMS using the Administrator login email and password.
2. Select Options > User Management (this will load a list of employees)
3. Select the Employee you would like to alter or add and double click on the line or select "Set Privileges" from the bottom right of the screen.
4. Select a user name to copy access restrictions or click on the "User-employee name" highlighted in the top left of the screen. Individual sections will drop down to reveal the checkboxes that allow you to set individual privileges for the User (check these boxes as required).
* The Security quick sets option gives access to program sections quickly and easily.
5. Now, select the access setting you would like for the User (to the right bottom of the screen)
6. Select Record Access Rights.
7. Place the new user's email address (screenshots as below). This is the email address used to log in to Cloud WMS.
Change user password
1. Open WMS using the Administrator login email and password.
2. For WMS Cloud users, select Options > User Management (this will load a list of employees)
3. Select the Employee you would like to alter.
4. Select "Change Password" to add or change a password for the User.
5. Add the password to the "New Password" and "Retype Password" Fields, then select "Change Password."
6. Change Password.
To change the WMS login username.
Open the WMS and log in as a superuser.
Go to the Options > User Management
3. Find the Username in the list - select it.
4. Select "Set User Privileges."
5. From here, you can change/update the username.
6. Select "Record Access Rights."
To disable existing users
1. Open the WMS and log in as a superuser.
2. Go to the Options > User Management.
3. Find the Username in the list - select it.
4. Select "Set User Privileges."
5. Set Privilege to "Disabled."
6. Record Access rights.
7. Find the Username in the list - select it.
8. Mark as Disabled by selecting the bottom left Icon "Disable."
9. Now User will be marked as Disabled.
Remove Inactive Users from the Salesperson drop-down list:
Open the WMS and log in as a superuser.
Go to the Options > User Management.
Find the Username in the list - select it.
Select "Set User Privileges."
Tick the box "Hide account from Users List".
Record Access rights
How to update First Name or Last Name:
For WMS with Accounting system integration
- Update the user's first and last name in accounting system then replicate to WMS.
2. For WMS Standalone Edition
Related Information