Sandbox

Updated on August 1st, 2025

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        • Creating User Roles in Extensiv
        • Creating a New User in Extensiv
        • Modifying and Deleting a User Account in Extensiv

Creating a New User in Extensiv

The enhanced User Management Workflow is now available in the Extensiv Sandbox environment and is scheduled for release to production on August 13, 2025. 

 
  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
  1. Select the user type
  • 3PL User - works in your facility
  • Customer user – works for a Customer for whom you receive and ship
  1. Assign job title. 

    Note: Job titles do not influence user’s role and permissions. 
  2. Click Next. 
  3. Assign a role.

    This determines the general level of access to Extensiv.
     
  4. 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, 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.  

     
  5. Click Next.
  6. Assign the user access to specific warehouses. Use the toggle switches next to each warehouse name to enable or disable access.
     
  7. Click Next.
  8. 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.

 
  1. Set a temporary password for the user's first login, if desired.
    A screenshot of a computer

AI-generated content may be incorrect.

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. 

 
  1. Click Finish & Save to complete user creation. 

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

     

 



 

 

 

 

generate user adding user sandbox

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