Administrator users can do a bulk of adding/deleting users, changing user rights, adjusting user branch affiliations, while also placing and tracking orders. However, any branch or vendor setup can only be completed by the Manager. Read on for further guidance on how the Administrator user type functions within the system. 


Content Includes:


Adding a New User

To view your list of users, add/remove, or edit existing users select the Setup option on the menu to the left-hand side of the home page. From here, select the person icon.


To add users, click the Add User button. This will bring up the required information text fields to create your new user.



Both the First and Last Name are entered in the Name Field. Type of user can be selected from the drop down menu. The type of user selected, designates what the user can and cannot view in the system, as well as what kind of edits they can make.

  • Administrator users can add branches, add/delete users, add available vendors to branches, and view all orders at all locations. They can also place orders, and view all orders for all users on the branch they belong.
  • Supervisor users can place orders and access all orders from all other users that have been placed under the associated branch.
  • Originator users can place orders and can access their own orders, plus any orders they have been invited to view. They cannot see other users’ order and do not have the ability to perform any setup duties.


Users can also be allowed access to All Branches or Restricted to specific branches only.

  • All Branches -user can access orders across all branches.
  • Restrict Branches -user can only access branches that they have access to. When selected, choose the branch/branches you want the user associated with. See Allowing Access to One or More Branches for more information.


Editing Users

User information may be modified at any time. Click on the right carrot next to the User.



Then click on the Edit User button.



After making your changes, click the Save button. A green bar at the top will tell you if you were successful.


Deleting a User or Changing to Inactive

Each user can be in one or three statuses: Active, Deleted, or Inactive. The status of the user can be accessed in the Edit User screen under the Users tab. Users should be Deleted if they are no longer employed by the Client, or changed to Inactive if they are on extended leave.



Once the status has been adjusted, select SAVE. You will be directed back to your list of Users, with a notation that the User details have been saved.


Allowing User Access to one or more Branch Locations

Users can also be restricted to one branch or allowed access to multiple branches. This can be accomplished at the time of Setup or in the Editing process.



This allows Clients to control which orders a User sees, and easily facilitates Users who are located out of multiple Branches. Branches will be listed in the Restricted to field by Branch Name. The user will be able to access orders for any branches listed here. You can remove a branch by clicking the “X” that corresponds to the branch. The User will then not be able to access orders for that branch. Click the SAVE button to save your changes.



Adding and Removing Vendors at the Branch Level

Administrators can add and remove available vendors at the branch level, but not at the overall client level. To add a vendor, select the Setup option the the left-hand side, choose the branch tab, and expand the desired branch via the carrot arrow on the right. 



Under the branch, select the Vendor tab (wrench icon). Scroll to the bottom for a list of Available Vendors. Vendors will be categorized by product type. Expand a vendor type to see a list of available vendors to add. Use the + icon to add the Vendor to the branch. 



Removing a vendor can be accomplished by selecting the red 'X' under a vendor type within the Associated Vendors section. 



An overlay will appear requiring confirmation to commit the removal of the vendor. Select Delete to remove the vendor from the branch or Cancel to return to vendor list. The removed vendor will be returned under the Available Vendors section.