---
title: "User"
slug: "adding-a-new-user"
description: "Why are users important, and how to create a user? Step by Step guides containing all the information that you need to know to help you understand Canary7"
updated: 2025-05-01T14:39:03Z
published: 2025-05-01T14:39:03Z
canonical: "help.canary7.com/adding-a-new-user"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.canary7.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User

## 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 Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add"

![clicking on add](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/clicking%20on%20add.png)

### Enter in Required Fields

![entering required fields](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/entering%20required%20fields.png)

Enter or Select the required fields:

1. Name
2. Username
3. Email
4. Password
5. Role [Add a role](https://help.canary7.com/docs/role#add-a-role)

Ensure that![active checked](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/active%20checked.png) 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 button![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) 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](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20for%20user.png)

The searchable fields are:

- Name
- UserName
- Email

Once you have entered all the information, you need to find your results click on the search button![search button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/search%20button.png) to continue.

### Changing the User Information ![edit user](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/edit%20user.png)

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)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/edit%20user(1).png)

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 button![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) to add.