Description

To create login accounts for the Datapel WMS, a USER CONTACT is required in Xero.



Detail Steps

1. Create a new USER:

Only minimal details are required, and all users will default to an Individual Contact type within the Datapel WMS.


Users will require a username and password to configure from within the Datapel WMS.

After new User creation, please proceed with replication in WMS 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 Individual Contact card must be active, not disabled or deleted in Accounting Software; otherwise, every replication will disable the WMS user.

If the individual contact card is active in Accounting Software and the user is disabled each replication, please ensure the active user 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. Select Options > User Management (this will load a list of users)

  3. Select the User 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).

  5. The Security quick sets option gives access to sections of the program quickly and easily.

6. Select the username you would like the employee to log in to (found on the bottom left of the user management screen).

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

8. Select Record Access Rights.

9. 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. Select Options > User Management (this will load a list of users)

3. Select the User 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.”

7. Change Password

8. 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

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 choosing the bottom left Icon “Disable.”

9. Now User will be marked as Disabled. 

 

Related Information

Datapel Xero Integration