Contents x
    User
    • 01 May 2025
    • 1 Minute to read
    • Print
    Contents

    User

    • Updated on 01 May 2025
    • 1 Minute to read
    • Print
    Article summary

    User

    What is a User?

    In Canary7, a User refers to an individual who has access to the system to perform specific tasks or roles. Users are granted permissions based on their Role within the organisation, which determines the level of access they have to various features and data within the WMS. Roles may include warehouse operatives, managers, inventory controllers or other system users, each with tailored permissions to perform their responsibilities (Configured on the Roles page, and then assigned to each User profile)

    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.

    Was this article helpful?
    What's Next