Create a user

Create a person or facility login and complete its initial access setup.

Create an individual user for a named employee. Create a facility login only when a shared location-specific login is part of the approved operating model.

Create the account

1. Open the Company App.

2. Go to Users.

3. Click the create button.

4. Turn on Facility login only when creating a facility account.

5. Enter the user's first and last name.

6. Enter the Employee ID when one is available.

7. Enter the email address used for password recovery.

8. Enter the phone number when required.

9. Click Create User.

Company opens the user confirmation page after the account is created.

Complete quick setup

Use quick setup when the user's access follows an established role:

1. Continue to Quick setup.

2. Select the applicable Security Group.

3. Select the Product Stores the user can access.

4. Select the facilities associated with the user.

5. Review the setup summary.

6. Finish setup.

Complete manual setup

Use manual setup when the role requires individual review:

1. Open the new user's details.

2. Add the approved Security Groups.

3. Add Product Store access.

4. Add facilities.

5. Configure picker access or other user-specific options when required.

6. Review the account before sharing sign-in instructions.

Never assign a broad administrator group only to make a missing page appear. Use Manage Security Groups and App Permissions to identify the required access.