User
  • 04 Nov 2022
  • 1 Minute to read

User


Understanding User

What is a User?

An employee or client with permitted access will use Canary7 regularly to fulfil their needs.

Accessing User

Within the Navigation menu, click on the search bar, type ''User'' and click on "User". User is also in Configuration, under System Setup > User.

Add a User

Click on the Red Action Buttonred action button, this will bring up a drop-down menu, and select "Add"

clicking on add

Enter in Required Fields

entering required fields

Enter or Select the required fields:

  1. Name
  2. Username
  3. Email
  4. Password
  5. Role Add a role

Ensure thatactive checked is checked so your user will appear in Canary7, the other fields are optional but selecting the license type is recommended.

Once you have selected and entered the required fields, click on the submit buttonsubmit button(1) to add.

Editing Existing User Information

The ability to edit an existing user is advantageous, especially if you need to change the password if it was forgotten.

Search for the User that you want to edit

search for user

The searchable fields are:

  • Name
  • UserName
  • Email

Once you have entered all the information, you need to find your results click on the search buttonsearch button to continue.

Changing the User Information
edit user

When you have located your user click on the three dots and click on edit and this will now prompt this new screen,

edit user(1)

You can change the following:

  • Name
  • Username
  • Email
  • Password
  • Licence Type
  • Role
  • Company
  • Warehouse
  • Adjustment Types
  • Default Company
  • Default Warehouse

Note: every time you edit, a user will be required to renter the password for the changes to take effect.

Once you have selected and entered the required fields, click on the submit buttonsubmit button(1) to add.


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