When a new user is created within the platform, that user must go through a registration process to activate their account. This guide explains how the user can successfully register their account.
New User Setup
From the Setup menu option, click on the Users tab, and select Add User.
Enter the required fields. These fields will be outlined in red. Depending on the Type of user you are creating, you can grant or restrict access to branches and/or vendors within this new user setup. Restricting access will display all the active branches under the client. Choose the branch you want to attach the new user.
To remove a branch, select the ‘X’ adjacent to the name of the branch.
To restrict Vendor access, select Restrict Vendors. This will display all the vendors that are associated with the branch you are attaching the new user.
Restricting a vendor will not allow the user to place that particular product type. You will know that the vendor has been restricted by clicking on the slide, turning it from green to gray. When finished, select Add User.
The user has been created successfully when you see a green bar that states User has been added.
Registration Steps
An email notification will be sent to the email that was entered in the new user setup, and it will show as from epnsupport@epnsolutions.com.
The user will need to click on the link. This will open a new web browser tab. Should this not work, the user can copy and paste the link into the URL bar. In the new tab, the user will see that a username has been preset, however the user can edit the available fields.
The user has the ability to create their own password, which will need to contain a capital letter, lower-case letter, number, and special character. A password is Required in order to continue the registration process. After all the fields have been entered, the user will need to select Complete Registration.
This will take the user to a new screen, indicating that they have signed up successfully. The user will need to select Go To Login Screen.
This will take the user to the login screen where they will need to enter their password as the username will already be populated. Once the password is entered, select Submit.
The user will see a new message on the login screen indicating that they need to register their IP address. An email will be sent to the user’s email. This is the same email that the user received the initial setup invitation.
The user will need to go back into their email inbox, where they will need to access a new link.
Clicking on the link will open a new tab. If the link does not work, the user can copy and paste the link in the URL bar. This new tab will ask the user to register their IP address, and will already have the user’s username displayed. Select Register Current IP Address.
The user will be directed to a new screen indicating the IP address has been recorded. From here, the user can select Go To Login Page.
Upon a successful login, the user can access their account.