User management

To access the users page, click on your name initials (top right), Manage account, then click "Users" on the left.

Use the users page to add or change user details. The number of allowable users are displayed on the left hand side.

To create a new user:

1. click new user
2. enter their profile details
3. select the user's home location if applicable
4. set an initial password. The user can change it later
5. set user roles, see below

User roles

Qblue Inventory provides a set of user roles which governs the security access in the system.

There are three main roles:

• Administrator: has access to everything
• Manager: has access to all functions except settings and users
• User: has access to day-to-day functions; no access to functions like updating sales targets, inventory replenishment, inventory adjustment, users and so on.
  Users can still be assigned specific roles, such as inventory management (this includes adjustments)

Other addition roles (self-explanatory) such as:

• Change_settings
• Edit_products
• Manage_data
• Manage_integrations
• Manage_inventory
• Manage_purchases
• View_costs

New users

To setup a new user, the system works like this:

•     A new user can be setup from the "Users" page, and assign them with a default password. Only administrators can manage users.
•     After they login using this password, they can change it from the "Manage account" page
•     If they forgot the password, use the "Forgot password" link from the login page and a password reset link will be emailed to them