Modifying and Deleting a User Account in Extensiv
This article details the steps on how a user can view, modify, or delete user accounts in Extensiv Hub.
Only the owner or a user with "edit users" or "remove users" permissions can modify and delete user accounts in Hub.
Viewing a user profile
- Go to the Users module from the left-hand navigation menu.
- Select the appropriate tab: 3PL USERS or CUSTOMER USERS.
- Use the search bar or filters to find the user.
- Click on the user’s name in the list to open their profile and view details.
When you select a user from the Users list, detailed information appears in the User Profile panel on the right side of the screen. This panel provides a comprehensive overview of the selected user’s account and permissions.
The User Profile panel includes:- Profile Information
- Full name
- Job title
- Email address
- Phone number
- Product Access: Lists the products the user can access and their permission level.
- Role: Displays the user’s assigned role
- Warehouse Locations: Shows the locations associated with the user.
- Security: Indicates whether Two-Factor Authentication (2FA) is required.
- User ID and Username
- External ID
- 3PL Warehouse Manager ID
- Username
- Profile Information
Editing a user profile
- Click Edit.
-
Update details as needed for each section.
These settings apply to the organization you are currently in. To manage the user settings for other organizations, select a different organization from the dropdown above.
ACCOUNT SETTINGS
PERMISSIONS & SECURITY
Role: Determines general level of access to Extensiv
Product: Determines which products within Extensiv the user can access. For 3PL Warehouse Manager and Order Management, you must still specify the level of access. For other products, access is based on the role assigned at the Extensiv Hub level.
For 3PL Warehouse Manager Classic View acccess, see Assigning Classic View Access.
Security: Indicates if Two-Factor Authentication (2FA) is required for user sign-in.
CUSTOMER ORGANIZATIONS
This setting applies only to users with the Customer type. It determines which customer accounts are associated with the user.
Removing a Customer organization
Click the X icon next to the customer name you want to remove.
Linking to another Customer organization
- Click + Link to another Customer org to open the selection dialog.
- Use the search bar to quickly locate customers and navigate through the list using page controls. The selection summary clearly shows how many customers you’ve selected compared to the total available.
- Click Save to apply your changes. The Customer Organizations section will refresh immediately to display the updated associations.
WAREHOUSE ACCESS
This setting determines which warehouse the user has access to.
Adding warehouse access
- Click + Add warehouse to add another warehouse.
- Locate Warehouses.
- Warehouses are listed in alphabetical order for easy browsing.
- Use the Search bar at the top to filter warehouses by name or criteria.
- Toggle the switch next to each warehouse you want to enable
- The counter at the top (e.g., x of Y selected) updates in real time to reflect your selections.
- Click Select all at the top right to enable access to all warehouses,
- Click Save to confirm your selections.
Removing warehouse access
Access to a warehouse can be removed by clicking the X next to the warehouse name.
Deleting a user profile
1. Go to the Users module from the left-hand navigation menu.
2. Select the appropriate tab: 3PL USERS or CUSTOMER USERS.
3. Use the search bar or filters to find the user.
- Click on the user’s name in the list to open their profile and view details.
- Click the three vertical dots next to Edit.
- Click Delete user from organization.
