Creating a User

How to add employee accounts to your brewery

Prerequisites

None

Getting there

Setup → Users

Creating a User

Required Role: Setup Access → Administration → User Roles

Steps

  • Click Create a New User.
  • Enter the user's name and email in the provided fields.
  • Select the warehouse where this employee works.
    • Note: All warehouse-specific actions that this user takes, such as adding materials to inventory, will be associated with this warehouse.
  • Click Register.
    • Brew Ninja will send a confirmation email to the provided email address with all of the information the new user needs to finish setting up their account.
  • Select a primary role for the user and then click Set default permissions for role.
  • If you wish to add or remove specific roles, click Fine Tune Permission and configure the roles as required. A description of each role is provided here.
  • Click Save Access.

Tips & Tricks

  • Ensure that you enter the correct email address for an employee. Otherwise, they will not receive the confirmation email and will be unable to access the system.

Further Reading