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

The "Superuser" login (admin@datapel.com) is required to perform the above tasks.

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 WMS-Xero - Setting up Users

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.

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 superuser login and password.

2. For WMS on-premise users, select Tools > User Management (this will load a list of employees)

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 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 sections of the program quickly and easily.

5. When you have completed setting the privileges, select the username you would like the employee to log in (found on the bottom left of the user management screen).

6. Now, select the access setting you would like for the user (to the right bottom of the screen)

7. Select Record Access Rights.

8. Place the email address for the new user (screenshots as below). This is the email address used to log in to Cloud WMS.

Change user password

1. Open WMS using the superuser login and password.

2. For WMS on-premise users, select Tools > User Management (this will load a list of employees)

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 password into “New Password” and “Retype Password” Fields, then select “Change Password.”

6. Change Password

7. Users can usually log in with the new password after 5 - 10 minutes

To change WMS login username.

  1. Open the WMS  and log in as a superuser

2. Go to the Options -> User Management

For WMS on-premise users select Tools > User Management (this will load a list of employees)

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

For WMS on-premise users select Tools > User Management (this will load a list of employees)

  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. 

Related Information

User Management

WMS-Xero - Setting up Users