What is a User?

Users are required for accessing the system. Every action performed in the platform is associated with a user account.

Users can be assigned as:

• Account managers for customers, locations, or orders
• Assigned users on orders (e.g. delivery driver or warehouse picker)

A user account does not need to represent a real person. It can also be used as a system-level or “house” account where no individual owner is assigned.

There is no limit to the number of users that can be created.

Logging in as a user

A user must meet two conditions to be able to access the system:

• The user is marked as Active
• The user has a license assigned

If either condition is not met, the user cannot log in or use the system.

Users who have historical data associated with them (such as orders or assignments) cannot be deleted. Instead, they should be marked as inactive to preserve data integrity.

For more information on how licenses work, see the Licenses section.

Permissions

[Users can have different levels of access:

Admin Users

Admin users have full access to all features in the system, including configuration and data management.

This level of access should only be given to highly trusted users who require full control of the system.

Standard Users

Standard users do not have full system access. Instead, they are granted specific permissions based on their responsibilities.

Permissions are managed on a granular basis depending on what features the user needs to access. See the Permissions section for more details.

Fields

User accounts include the following fields:

• Name – The person’s name
• Email – Login email address
• Phone – Contact number
• Role – Job title or internal role description. Not to be confused with permission roles.
• Active – Whether the user account is enabled
• Admin – Grants full system permissions
• Password – Used for authentication