You can quickly add a user to EMSupply and specify the level of access, including the user's role and domains. Before you add the user, select the domain to which you want to add the user. For example, if the user should have access to your region and its locations, change your location to the region domain. If the user should have access to only a single location, select that location domain. Additionally, the default role for a new user is Standard. If appropriate, change the role by selecting Administrator or View Only.

Note: To change a user's login email, you must simply create a new account with the new login email and deactivate or delete the account with the old login email.

Important: If you want the person to have access to the solution, you must provide a login email. Then, the person will receive a welcome email, through which they must activate their account. For more information, go to Activate Accounts.

To enter profile information

  1. On the Settings tab, click Users. The Users page opens.
  2. If necessary, below By Domain, click change location and select the appropriate location for this user's access.
  3. Below the list of users, click Add User at the bottom of the left pane. The Add User pane opens on the right pane.
  4. Enter the user's last name and click Search. The Account Create pane drawer opens.
  5. Enter the person's Username, First Name, Contact Email, and Login Email.
  6. Click Save.

To assign a role

By default, this new user will have the standard role at the currently selected domain. Use this procedure if the user should have a different role at this domain.

  1. On the Settings tab, click Users. The Users page opens.
  2. On the lower right, click the Role drawer.
  3. Click Administrator, View Only, or Standard.
  4. Click Save.

If you want to add access to other domains, refer to the change domain access procedure.