IN THIS ARTICLE

  • Users: Overview
  • Text Guide
    • Navigate to Users page
    • Create user

Users: Overview


Users belong to the category of master data in the application. Users have to authenticate themselves to access the application (Web and Mobile) with a valid username and password. Every user will be assigned a role during creation. Based on the role of the user, capabilities, and limitations are defined for accessing the application.

Application supports following user roles

  • Administrator: Owns and configures the domain, and can create and manage multiple entities, users (including Entity Managers and Operators), and materials
  • Manager: Manager of one or more entities, with ability to view, transact and manage (entity/users/materials)
  • Operator: An operator has the ability to view and transact inventory and orders. But not manage entities, users and materials. He can only access Logistimo using mobile and HTML application


Administrators, managers, and operators are created and operate on domain level and accessing capabilities will be based on the domain permissions and configurations. Apart from domains to which users are part of, they can be added to other (accessible) domains.


TEXT GUIDE


Navigate to the Users page

  1. Click on the Setup on the main menu
  2. Click on Users in the drop-down menu
  3. Click on Create Users tab





Create user

1. Enter identification details and specify user's account information and role (all fields marked with an asterisk (*) are mandatory)

1. Enter Username (MANDATORY) - a unique identification for each user with access to the application within that specific domain, the name should be in lowercase alphabets a-z and numbers 0-9 only

2, If the username is unavailable, a message will appear to prompt you to enter a new one



3. The system will let you know if the username is available



4. A password is a string of characters that allows access to the application. On clicking on the Password (MANDATORY) field, you will be provided an option to choose from an existing password on the domain, this is useful for people who handle multiple roles and sign in to the application with different usernames



5. Alternatively, enter a new password

6. Re-enter the password to Confirm it (MANDATORY) - this is because a password field masks the user’s input. If users mistype their password, they won’t recognize it

7. The confirm password catches typos by prompting users to type their password twice



8. Click on Role (MANDATORY) and select a role from the drop-down options: Users can take on any of the roles as explained below: 

  • Operator: An operator has the ability to view and transact inventory and orders. But not manage entities, users and materials. He can only access Logistimo using mobile and HTML application
  • Manager: Manager of one or more entities, with ability to view, transact and manage (entity/users/materials)
  • Administrator: Owns and configures the domain, and can create and manage multiple entities, users (including Entity Managers and Operators), and materials



9. Create a Custom ID (Optional) that is unique to the user



10. Click on Tags (Optional) to add tag(s



11. Select as many tags as apply to the user, this makes it easier to search for users in future



2. Set permissions for the user

1. Set access permission from among the three options available:

Default: domain permission

View only: user can only view the application

Assets view only: have access only to assets



2. Enter Token expiry date if required, the default is 7 days, otherwise, any positive number up to 999 can be added. Refresh login is required on token expiry



3. Specify user's personal details (all fields marked with an asterisk (*) are mandatory)

1. Enter first name of the user (MANDATORY)

2. Enter the last name of the user

3. Select the user's gender: Male or Female

4. Enter the user's age



4. Enter user's contact details (all fields marked with an asterisk (*) are mandatory)

1. Enter mobile phone number that is work-related and will be used for notifications [MANDATORY] in the following format: +<Country-Code> <Mobile phone>

e.g. +91 9844360948 [India], +1 5404569089 [USA]

2. Enter user's landline number in the following format: +<Country-Code> <Area-Code><Land line number>

e.g. +91 08023418743 [India], +1 5105015555 [USA]

3. Enter the user's email address that will be used for all application-related work [MANDATORY IF the user's role is a manager or administrator]



5. Specify location information for the entity (all fields marked with an asterisk (*) are mandatory)

1. Select the country from the drop-down list (MANDATORY)



2. Select the State from the drop-down list (MANDATORY)



3. Select the District/County from the drop-down list



4. Select the Taluk from the drop-down list



5. Enter the name of the Village/City where the entity is located

6. Enter the street address

7. Enter the Zip/PIN code of the entity

8. Select the language from the available options

9. A default timezone will be shown, use that or select another from the drop-down options



6. Specify user's device details (all fields marked with an asterisk (*) are mandatory)

1. Enter the mobile phone brand

2. Enter the mobile phone model

3. Enter the IMEI number of the device

4. Enter the name of the SIM provider

5. Enter the SIM ID


7. Select method of remote login

1. Default: use the default for this domain

2. Make 'Login' connect to server each time(reconnect /refresh option will not appear on mobile)

3. Allow local login (reconnect/refresh option will appear on mobile)


7. Save the record

1. Click on Save to save user details and create a new account or on Cancel if you do not want to create the new account