Onboarding Hub Content - Step 11
Staff List and User Login setup
This article will explain how to configure user logins within an account.
Page URL:
How To
To begin, navigate to the above Page URL which is located under Transport > Configuration and Setup > Card Files (Customers/Suppliers/Staff) > Staff (Users) tab:
This section allows for the setup of internal staff users for the account—individuals who work for the company associated with the account.
There are 2 methods to create a staff login: manual or import.
Manual Staff User creation
Click New User:
Enter the appropriate details for the new user:
Set Enable Mobile Device Access to YES if this user will require the mobile app for scanning/deliveries.
Click Add to create the user.
The new user will appear in the grid.
If required, additional details for the user such as phone number, email, etc. can be added by double-clicking the user in the grid to open their staff card:
Import Staff User Creation
This method requires help from support@transvirtual.com
Please refer to this help link for more information:
FAQs
Q: Can I edit a staff user's details after creation?
Yes, a user login can be edited once created by simply double-clicking the user in the grid:
This opens the staff record for the selected user, allowing their details to be updated and additional settings to be configured:
Q: How do I delete a user / block their access?
To delete a user, open their staff card and click the Delete User button located top right:
This is useful when a staff member is no longer employed and their access needs to be removed.
Q: Does the user's login/username have to be their email address?
No, the username can be set to any value as required. However, it is generally recommended to follow a consistent naming convention, such as staff member name @ Transvirtual account name. For example, if a staff member named Barry Benson works for Transvirtual, the username could be barrybenson@transvirtual, while the email address remains barrybenson@transvirtual.com.
Usernames can be an email, but they do not have to be.
Related Articles + Videos
Please see below links that provide more information on the content of this help article:
- https://www.loom.com/share/03478e2b87d44c1eb0b2b053061a456b
- https://support.transvirtual.com/portal/en/kb/articles/stafflist#Creating_a_New_Staff_Card
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