The Users tab allows a customer or employee to view, invite, and delete users. This tab will only be visibile to those StockRoom Web users assigned the role of Admin. For more information on managing Users, click here.
The Users table will display existing customer users that have been invited to the StockRoom Web application. On this page you can view user profiles, search for users, and add new users to StockRoom Web that are existing authorized users from the Customer Portal.
Setting a customer user to Administrator allows the customer to view and manage most users without needing to contact the distributor.
The following information is displayed about each user:
Name: Name as it appears in the portal
Username: Email address as it appears in the portal
Role: Role assigned to this user in the portal.
Employee: Users assigned this role will not have access to the Users or Settings tabs in StockRoom Web.
Admin: Users assigned this role can manage Users and Settings in StockRoom Web.
Activation Date: Date this user was invited to StockRoom Web
To display more entries, click the dropdown next to Show # Entries, and choose an option. The default is 10 entries.
To search for an existing user, click in the Search box and begin typing. You can search by Name and Username. The list will filter on screen as you type.
Viewing and Editing Existing Users
Click on a user to view more information about the user, their permission and device(s). The User Detail page will display.
The User Detail area will display the user's full name, profile image (if it exists), Role, Username, and Email address.
You can change the Role by clicking on the drop-down. This role only applies to StockRoom Web, and if changed here it will update to the Customer Portal.
The Permissions area will display the user's current permissions for StockRoom and StockRoom Web, as it appears in Eclipse in Contact Maintenance. If Contact Maintenance is blank, it will display the permissions for the Ship-to or Bill-to that the contact is assigned to.
Employee admin users are able to edit the permissions here and those changes will be updated in Eclipse. All other users (employees with the employee role and all customers) are in view only mode.
For more information about these settings, click here.
The Devices area will display current information about the devices for this user.
The device table will display the following:
Model: Device or browser used the last time this user logged in to StockRoom or StockRoom Web
OS: The operating system of each device
App: The application version accessed
Last Access: The last date and time the device was logged into
Save Changes to Users
If any changes are made, click Save at the top right of the window.
Delete a User from StockRoom Web
Deleting a user will remove their access to StockRoom Web in the Customer Portal. It will not remove the user from any other applications assigned in the portal, or delete the user from the portal.
To delete a user, click the Delete button at the top right of the window.
Click Yes at the prompt "Are you sure you want to delete this user?".
The user has now been removed from the Users list, and cannot log into StockRoom Web.
Add a User
If a user exists in the Customer Portal that is assigned to either the Bill-to or any related Ship-To's associated with the logged in user, that user will appear in the Add User listing.
Click Add User to view the list of available users.
Click on a user to give them access to StockRoom Web. Assign the Admin Role if this user should access and manage Users and Settings. The default Role is Employee.
Click Save at the top right of the window. This user can now login to StockRoom Web with their portal credentials.
Note: If a customer wants to add a new user that does not yet exist in the portal, they will need to contact the distributor to be invited.
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