1. Select the organization.
   

   If you have multiple organizations, you need to create a new user account within each organization.

    
2. Go to Users module located in the left navigation menu.
   
3. Click + Create User located in the upper right corner. 
4. Add the user details in Personal info section.

• First Name
• Last Name
• Email address
  

5. Select the user type

• 3PL User - works in your facility
• Customer user – works for a Customer for whom you receive and ship
  

6. Assign job title. 
   
   Note: Job titles do not influence user’s role and permissions. 
7. Click Next. 
8. Assign a role.
   
   This determines the general level of access to Extensiv.
    
9. Click + Add A Product to grant access to Extensiv applications.

This setting determines which products within Extensiv the user can access. For 3PL Warehouse Manager and Order Management, you must still specify the level of access as shown below. For other products, access is based on the role assigned at the Extensiv Hub level.  

3PL Warehouse Manager

Assign a level of access by selecting a role and classic view access. To learn more about, classic view access, see Assigning Classic View Access.  

Order Management

1. Click View level of access settings to assign level of access for Order Management.
   
2. Select the permissions needed for the user. 
   
3. Click Save.

Order Management 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.
• 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.
   

10. Click Next.
11. If you selected ‘Customer User’ for user type, specify the associated customer organization for this user. Otherwise, proceed to Step 12.
    
    Click + Link to a Customer to associate a customer organization with the user. Then, click Next. 
    
     
12. Assign the user access to specific warehouses. Use the toggle switches next to each warehouse name to enable or disable access.
    
     
13. Enable or disable Two-Factor Authentication (2FA) as needed.
    

    Two-Factor Authentication (2FA) will be available only if it is enabled at the organizational level. To enable this setting, go to Company > Edit > Two-Factor Authentication > Save.

     
    
14. Set a temporary password for the user's first login, if desired.
    

    The temporary password will be sent to the new user by email. It will expire in 90 days. Once logged in, they will be asked to create a new secure password. 

     

15. Click Finish & Save to complete user creation. 
    

    An email with an invitation to join Extensiv will be sent to your new user.