Manage Users

Logicbroker Support

June 15, 2023 15:45

Audience: All users in Logicbroker.

In this article, you will find information related to the Manage Users Page. The sections within this article are outlined below:

At a Glance
Permissions
Actions

At a Glance

The Manage Users page provides users with the ability to see and manage active account users. Logicbroker credentials provide access to: Stage Portal, Production Portal and Learn Logicbroker.

Permissions

Logicbroker's user permissions control various parts of the portal. The first user of an account will have all permissions enabled by default.

users/manage

Allows users to add additional users to the portal, manage what they can access, view all of the active users within their company and export the data.

orders/manage

Provides access to the order management function where users are able to view all of the orders, their corresponding documents, and other details pertaining to the orders. Access to this function also allows users to accept/reject, ship, invoice, or return items from an order. This permission is enabled by default.

inventory/manage

Provides users with the ability to update inventory. This includes SKUs, quantities, cost, descriptions, and the most recent date it was updated. This permission is enabled by default.

api/manage

Provides users with the ability to view, generate/regenerate API keys, create and view webhooks, and access an audit log with relevant events pertaining to the API. This information is very sensitive so permissions are generally only given to technical managers, developers, or administrators.

settings/manage

Provides users with several features to help better manage their experience with using the Logicbroker Portal. These features are outlined below.

Permission	Function
Connections	Users are able to view the connections the company has as well as the information needed to make those connections. When users are not granted permission for this feature, the "Connections" option is omitted from their dropdown.
Scheduled Tasks	This permission allows users to review the scheduled tasks, the details related to that task, and the option to manually run the job faster than scheduled. The task history can also be viewed in this section.
Notifications	Users are able to manage what notifications are received through email. The user will have to go into the Portal and select which notifications they'd like to receive.
Account Information	Users are able access to the company profile which includes their name, address, account number, and contact information. In addition, this section displays the company logo and profile which provides a brief description of what the company sells and their industry.
Order Return Addresses	This setting is within the account information function where a default address is set up for returns in the Portal for all channels or altered to be partner specific.
Acknowledgement	Users are able to arrange default cancellation reasons and ship dates for acknowledgments within the account information function. This setting provides a drop-down with different reasons for the cancellation. This setting can also be uniform across all channels or partner-specific.
Shipment Default	Using the ship from addresses setting, users are able to set up the ship from address across all channels or customize it depending on the partner.
Invoice Default	Found within the account information function, this setting allows users to set up their default payment terms for invoices. These can be the same for all channels or customized for specific partners.
Return Default	Users are able to configure default return reasons across all channels or customize them for specific partners. This setting allows users to select their return reason from the drop-down menu.

ccn/manage

Allows users to explore additional functionality available to them. This function provides access for users to our On-Demand Onboarding and payment modules.

analytics/manage

Provides users with the ability to utilize the analytic reporting feature in the Portal. Users who do not have this permission will see the standard overview reporting.

integrations/manage

Allows users to access the Onboarding page to invite and manage supplier onboardings through the portal. This permission is required to use On-Demand Onboarding.

Actions

The Manage Users page provides users with a variety of actions that can be taken on users. Please note: To add, manage or export users, you must have the users/manage permission enabled on your account.

Invite a new user

1. Type in the name email address of the user you want to invite - you can add up to 50 emails separated by commas, spaces, or semicolons

2. Adjust the permissions - by default, orders/manage and inventoy/manage will be enabled

3. Send invite

4. The user will receive an email notification with the Subject Line: "Welcome to Logicbroker!" where they will create their username and password - this invitation will allow the new user to create a login and password to the Logicbroker platform. If you don’t see the email, check your junk mail folder and add do-not-reply@logicbroker.com to your contact list Please note: Invitations expire within 7 days - reach out to your account manager or support@logicroker.com to have the invitation resent

5. Once the user has activated their account, they will appear in the Users section

Modify or delete a user

1. Scroll down to Users and locate the user you want to modify or delete

2. Click on Edit or Delete

3. If modifying, you can modify First Name, Last Name, and Permissions - you cannot modify username or email address. Delete the user and have them register again with their new information.