Creating Users

SETTINGS > mANAGED USERS

Creating a user for any of the Orckestra Commerce Cloud applications is done in the Settings application. Once created, you will assign either existing or custom defined permissions and roles as needed.

To create a user in the Settings application, first go to the Managed Users section found on the left in the application.

Figure 1 - The Managed Users tab

Best practice: Before adding a user, ensure they do not exist in the platform. Perform a search before creating it.

Here you'll find the Add User button in the top-right of the page. Once you click on this you'll be brought to a new tab in the application where you're able to fill out the profile information and the password before saving in the top-right corner.

Figure 2 - A New User tab

Important: You must create a Display Name, Username, Password, Department which will be the locations that the user is working at, and select a Domain to be able to save the new profile. All other user information you can add is optional and you can save without it.

Pickers are responsible for preparing the order and picking specific quantities of items. Pickers can report item quantities picked manually or use a device to scan the items.

With the application, pickers can:

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View fulfillment KPIs using the fulfillment application Dashboard.

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Accept or refuse, seize or ignore a shipment.

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Pick and pack a shipment.

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Reject a shipment they have started to pick or pack.

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Prepare a shipment for shipping, transfer or pick up.

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Request a shipment transfer to another store.

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Complete shipment fulfillment once the shipment has been picked up by the carrier, transferred to another store or picked up by the customer.

Administrators can perform all the same tasks as the pickers with some notable additions, such as:

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Cancel shipment picking or packing assigned to another user or reject a shipment.

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View or edit application settings in the Order Management application.

Jean is working at location 123 and will need to be given access to this location only in the Department field of their profile. If they also need to work at location 456 sometimes, you will need to add both location names in the Department field separated by a semicolon ;. If Jean gets promoted and now manages every store, put an asterisk * in the Department field.

Now that you've created a user you can follow the steps in Managing Roles to give them the permissions they need to do their job.

Creating Users For The Mobile Store Fulfillment

Separate from the other applications, users for the Mobile Store Fulfillment are created within that application.

The Mobile Store Fulfillment application requires users to hold one of two distinct roles:

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Picker

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Administrator

For each user, MSF requires a list of the stores they are authorized to access. This list is provided in the Profile tab, under Security > Permissions > Users. Most users, pickers, for instance, will only need access to a single store. Administrators and certain pickers may need access to several stores. All the stores must be added manually.

When a store is added to the platform, it must also be added into each user's profile if they are to access it in MSF.

Locate the user profile you wish to edit and double-click it.

The Users Details panel opens.

In the Profile tab, under Department, enter the stores required for that user. If there is more than one store, separate each store identifier with a semi-colon (;).

Figure 3 - MSF user store defined

Store identifiers are found in the list of fulfillment locations.

Adding a * in the Department field will grant access to all the stores, even the ones that do not ship items.

Click Save .

Important: You must also assign the user to the appropriate location(s) that they work at or they'll be unable to perform their jobs.

REFERENCES

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Viewing Users

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Modifying Users