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Users

On this page you manage the application users — the people who have access to Planograma, together with their accounts and work rights. From this page you can add, edit or delete users.

Adding a new user

Press the ADD button at the top of the page and the user adding page will open.

General information

  • Name - fill in the user's full name.
  • User - the username used at authentication. It is generated automatically based on your name and your company.
  • Email - fill in the user's email address.
  • Hire date - select the hire date.
  • New password - fill in the user's access password.
  • Repeat password - re-enter the password for confirmation.
  • User language - select the interface language for this user (Romanian, English, Bulgarian or Spanish).
  • Notes - fill in any notes about this user.

Permissions

The permissions establish which areas of the application the user has access to. Each permission is activated through a toggle (ON/OFF).

  • BackOffice - provides access to the Planograma administration interface. When it is activated, you can also choose the user's permission level (for example viewing information; creating, editing and validating documents and nomenclatures; company administration).
  • Terminal - provides access to the Planograma mobile terminal. When it is activated, you can grant detailed permissions for the operations in the terminal:
    • Process NIRs
    • Process Outbound
    • Process Transfers
    • Process SSCCs
    • Process Inventory
  • Ramp scanning - provides access to the ramp scanning interface.
  • Production - provides access to the production interface.

Printers

Here you associate to the user the printers used by default for automatic printing:

  • Product label printer - the printer used for the product labels.
  • AWB label printer - the printer used for the AWB labels.
  • A4 document printer - the printer used for the A4 documents.

The printers must first be defined on the Printers page.

User settings

  • Department - select the department the user is part of.
  • Warehouse - select the warehouse associated with the user.
  • Email alerts - if it is enabled (ON), the user receives alerts by email.
  • Status - if it is enabled (ON), the user is active and can authenticate. If not, the account cannot be used.

Info

If the bulk picking flow is activated, for an existing user you can also allocate the zones they are responsible for, from a dedicated table.

Editing / Deleting users

To edit a user, press the actions menu (the three dots) in the Actions column, next to the user. The Edit / Delete options will open, and then you can change the data as appropriate.

Info

You can also double-click on a user and the editing page will open.

If you want to delete several elements, select them using the checkboxes and then press the DELETE button at the top of the table.

What you can do on the users page