Extensiv Hub

Updated on June 27th, 2023

  • Extensiv Hub
    Popular Articles Getting Started Using Hub Technical Issues & FAQs
  • 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 Manager
    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
  • Order Manager
    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 Manager
    Getting Started with Integration Manager General Support Troubleshooting API Documentation Extras & Addons Popular Articles Order Sources Order Destinations
  • FAQs
  • Support
  • Network Manager
    Getting Started Order Routing Management Technical Issues
  • Extensiv Release Notes
    Extensiv Hub 3PL Warehouse Manager Integrations Manager Warehouse Manager Order Manager
  • Billing Manager
    Getting Started Using Billing Manager
+ 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 Hub
        • 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?
        • Integrate Extensiv Login Page into Your Website
        • How to access Extensiv University
        • Viewing and Editing User Profile Settings
        • Add New User with Order Manager Permissions
    • 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

Add New User with Warehouse 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 Warehouse Manager Unlimited Admin 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 Warehouse Manager
 

1. Select the correct organization and launch 3PL Warehouse Manager from Extensiv Hub. 

2. In Warehouse Manager, click Users on the left navigation menu. 



3. Click Users from the list.



4. Select the recently created user account. Then, click Edit.


5. Check these boxes if you'd like to receive notifications about the Warehouse Manager system status, news, and new products from Extensiv.

6. Assign a security group. The group you assign them to will dedicate the level of permissions they have in Warehouse Manager. If you want to know the permissions assigned to this group, click View to get a preview of the added permissions.

7. On the ‘Other Information’ section. set client and location. This action is optional. The user will be locked into a specified client and location if these fields are defined. The user will not be able to view or manage inventory outside of the specified location.
 

8. Once done, click Save at the top-left corner of the User Administration page.

9. The next thing to do is assign user licenses. On the same page, click Assign User Licenses. 

10. Check the licenses you want to add for the user.

 

License Type Description
Mobile Mobile order entry license. (Used for mobile.scoutsft.com)
Client View Customer portal license. Must be given to allow clients to view your inventory. 
Website Main Admin website license. By default, your main admin will have 1.

 

Extensiv University

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

 

manager perms user add

Was this article helpful?

Yes
No
Share additional feedback about this article

Related Articles

  • Creating User Roles in Hub
  • User Management Overview
  • Modifying and Deleting User Accounts in Hub
  • 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