Extensiv Hub

Updated on October 25th, 2023

  • Extensiv Hub
    Popular Articles Getting Started Using Hub Technical Issues & FAQs Extensiv's Ideas Portal
  • 3PL Warehouse Manager
    Receiving Operations Inventory Management Shipping Operations System Configuration Scanning Operations Integrations Content Best Practice Resources Release Notes Popular Articles Troubleshooting Guides
  • Warehouse Management
    Getting Started Admin Console Shipping Order Picking & Packing Receiving Customer Portal Cycle Counting Kit Building Managing Users Barcode Scanner Import/Export Integrations Barcoding Wave Picking Bin Move Mobile Receiving and Picking Settings Popular Articles Reporting
  • Order Management
    Dashboard Orders Inventory Purchase Orders Shipments Customers Products Analytics Settings API API Integrations Accessing and Navigating Order Manager Error Messages Order Manager Popular Articles Accounting Integrations
  • Integration Management
    Getting Started with Integration Manager General Support Troubleshooting Extras & Addons API Documentation Popular Articles Order Sources Order Destinations
  • FAQs
  • Network Manager
    Getting Started Order Routing Management Technical Issues Shopping Carts Settings Settings, Products, and Orders
  • Billing Manager
    Getting Started Using Billing Manager
  • Release Notes
    Extensiv Sandbox Extensiv Extensiv Hub 3PL Warehouse Manager Integration Management Warehouse Management Order Management Billing Manager
  • Fulfillment Marketplace
    Getting Started
  • Sandbox
    Getting Started
+ More
  • Help Center
  • Extensiv Hub
  • Using Hub
  • Extensiv Hub
    • Popular Articles
        • Known Issues List
        • Logging into Extensiv Hub for the First Time
        • Recommended solutions to fix invalid email addresses in 3PL Warehouse Manager
        • Navigating Extensiv Hub
        • How the transition to Extensiv Hub affects SmartScan
        • Product Unification FAQs
        • User Management Overview
        • How do I Get an Invite?
        • Add New User with Integration Manager Permissions
    • Getting Started
        • How do I Get an Invite?
        • Logging into Extensiv Hub for the First Time
        • Navigating Extensiv Hub
        • Transitional Login Help
        • Warehouse Manager - Extensiv Hub Migration Checklist
    • Using Hub
        • User Management Overview
        • Creating User Roles in Extensiv
        • Understanding User Roles in Extensiv Hub
        • Add New User with 3PL Warehouse Manager Permissions
        • Add New User with Warehouse Manager Permissions
        • Add New User with Integration Manager Permissions
        • Add New User with Billing Manager Permissions
        • Modifying and Deleting User Accounts in Hub
        • Transferring Ownership of Organization in Hub
        • How to Reset Your Password in Extensiv Hub
        • Modifying and Deleting Custom User Roles in Hub
        • How to Create a New Fulfillment Client as a Sub-Account?
        • How to access Extensiv University
        • Viewing and Editing User Profile Settings
        • Add New User with Order Manager Permissions
        • Understanding the Brand Sales Analytics Dashboard
        • Assigning Support Chat Permission
        • What's my Extensiv ID?
        • Adding a Company Logo
        • Enabling Two-Factor Authentication (2FA)
        • Disabling Two-Factor Authentication
        • Setting Up Two-Factor Authentication
    • Technical Issues & FAQs
        • Known Issues List
        • Contacting Extensiv Support
        • Recommended solutions to fix invalid email addresses in 3PL Warehouse Manager
        • How the transition to Extensiv Hub affects SmartScan
        • Product Unification FAQs
        • Extensiv Hub Migration Status
        • How the transition to Extensiv Hub affects Warehouse Manager (WM) Mobile
        • Recommended solutions to fix invalid email addresses in Warehouse Manager
        • Understanding Support Processes
        • Application Stability
        • Verify your connection to Files.com
        • Extensiv's Holiday Preparedness Guide
        • How to Resolve White Screen Issues with a Hard Refresh or by Clearing the Cache
    • Extensiv's Ideas Portal
        • Ideas Portal Feedback Policy
        • How to Access and Navigate Ideas Portal
        • How to Submit Feedback

Add New User with Order Manager Permissions

Step 1 - Create a user account in Extensiv Hub

Only the owner or a user with the "create users" permission can create new accounts in Hub. To add another user to your account, follow the instructions below.

  1. Log in to Extensiv. 
     
  2. Click Users on the left navigation menu. 



    If you have multiple organizations in Hub, make sure to select first the organization you want to add the new user to. See below image for guidance. 

     


     
  3.  Click Create. This action will open the Invite Users window. 


     
  4. Fill in the new user details. Enter the first name, last name, email, and job title.
     
  5. Select the appropriate role for this account. 

    The user role defines the permissions of the access in Extensiv Hub. The permissions assigned to this role do not necessarily relate to the permissions they need to have for each product. You still need to manage the product permissions on the product itself. 

    If you want to learn how to create user roles, see our article on Creating User Roles in Hub. 
     
  6. Select Order Manager from the list of product access. 
     
  7. Review and confirm the details are accurate. Then, click Invite. You should see the recently created account added to the User List column. Click Done if you’re finished creating user accounts. 


    If you have 2 or more organizations, and the user also needs to be part of that org, make sure to create an account for that organization too. To do this, just open the organization menu next to the Extensiv logo, select the appropriate organization and follow Steps 1-7.

     

     
  8. On the User Accounts page, you will find the status of the account as Pending. Inform the user that they will receive an email to join Extensiv Hub.





    For steps on how to log in to Extensiv Hub for the first time, see this article Logging in to Extensiv Hub for the First Time.

 

Step 2 - Manager user permissions in Order Manager

After creating the account in Extensiv, you still need to manage the user permission in Order Manager. 
 

  1. Select the correct organization and launch Order Manager from Extensiv Hub. 
     
  2. In Order Manager, click Settings on the top navigation menu. 
     
  3. Click User Administration. 
     
  4. Select which account to update the permissions. Then, click Edit. 
     

 

5.  Assign specific permissions for this user. To assign Access Permissions, scroll through the list and check the box in the Allow?column for permissions you wish to grant the new user. 


Specific Permissions

The list of assignable permissions and what they allow access to is provided below.

Orders: Ability to process orders from all sales channels through direct shipping, multi-channel fulfillment, 3PL exports, or drop shipping. This includes all manual orders, as well as canceling of orders.

Shipments: Ability to view all shipments, batches, and returns. This includes the ability to track or void shipments, as well as print labels, pick lists, and packing slips.

Customers: Ability to view and manage all customer data Order Manager automatically imports with incoming orders from sales channels. This also includes manual creation of customers.

Inventory: Ability to fully manage inventory across all in-house, FBA, 3PL, and dropship warehouses. This includes setting minimum inventory levels and channel allocation rules.

Purchase Orders: Ability to create, edit, and track vendor purchase orders throughout the procurement life cycle. This includes the canceling of purchase orders.

Purchase Order Authorization: Ability to approve and authorize newly created purchase orders. Users with this permission effectively issue purchase orders.

Products: Ability to manage your core products, kits, bundles, and variations. This includes the creation and editing of basic product info, image gallery, listing SKUs, vendor products, and customs.

Analytics: Ability to run and view all reporting and analysis, including ad hoc, business intelligence, and forecasting reports. This includes auto-generation and e-mailing of reports.

Warehouses: Ability to create and modify in-house warehouses and 3PLs from which your company fulfills orders, including document print settings (in-house warehouses) and FTP settings (3PLs).

Sales Channels: Ability to create and modify the sales channels on which your company sells. This includes channel connection, general settings, and requested shipment service mappings.

Shipping Providers: Ability to create and modify shipping providers used for address verification, rate calculation, and printing of shipping labels for orders fulfilled from direct/in-house warehouses.

Templates: Ability to create and modify all of your templates, including shipment e-mail notifications, packing slips, and purchase order templates.

Vendors: Ability to create and modify vendors that supply and/or manufacture the products your company sells. This includes the ability to configure dropshipping capabilities for eligible vendors.

Orderbots: Ability to create and modify orderbots used for filtering and workflow automation of customer orders from marketplaces and shopping carts.

Order Manager Apps: Ability to install and uninstall apps from the Order Manager App Store.

User Administration: Ability to modify users' permissions. This permission should be given to administrators only.

Billing & Invoices: Ability to enter and edit billing information, as well as view Order Manager invoices of your monthly order totals. This permission should be given to administrators only.

Inventory Reconciliation: Ability to use the individual inventory reconciliation feature found in the Inventory Module. This feature relates to data used in Analytics reports.

Bulk Inventory Reconciliation: Ability to use the bulk inventory reconciliation feature found in the Inventory Module.

You can always come back and edit user permissions at any time by selecting a user and clicking the Edit at the top of the User Administration window, so long as you personally have permission to access this tab.

If you ever need to completely cut off a user's access to Order Manager, you can remove the product access from Extensiv Hub.

 

"

Extensiv University

Gain deeper insights and learn more about Extensiv Hub with our online course at Extensiv University.
"

 

 

order manager add user add new user

Was this article helpful?

Yes
No
Share additional feedback about this article

Related Articles

  • Modifying and Deleting User Accounts in Hub
  • User Management Overview
  • Creating User Roles in Extensiv
  • Add New User with Integration Manager Permissions

Not finding the help you need?

Contact Support
Solutions
  • Solutions for Brands
  • Solutions for 3PLs
  • Solutions for 4PLs
  • Solutions for B2B
Products
  • Extensiv 3PL Warehouse Manager
  • Extensiv Warehouse Manager
  • Extensiv Order Manager
  • Extensiv Integration Manager
  • Extensiv Network Manager
Products
  • Customer Success
  • Implementation
  • Consulting
Ecosystem
  • Fulfillment Marketplace
  • Integrations
  • Partners
  • Become a Partner
Resources
  • Resource Library
  • Blog
  • Market Insights
  • What is a 3PL?
  • What is a 4PL?
  • What is a WMS?
  • Why a Cloud-based WMS?
  • Glossary
Help
  • Help Center
  • API Documentation
  • Extensiv Univerisity
  • Community
  • System Status
  • Extensiv Logo
  • 100 N Pacific Coast Hwy, Suite 1100, El Segundo, CA 90245
  • |
  • Contact Us:
  • 83-EXTENSIV 888.375.2368 (main)
  • |
  • 310.844.7570 (local)
  • Copyright © 2023 Extensiv
  • |
  • All rights reserved.
  • Privacy Policy
  • |
  • Terms of Service
  • Follow Us:
Expand