Staff / Set up staff
Add your staff
Table of contents
In this article, you’ll find the steps to add staff to your warehouse in Envia WMS, assign specific permissions, and monitor your team’s performance.
Steps to add staff
- In the control panel, go to the Staff tab in the left menu
- Click Add staff
- Enter the new member’s basic information (Name, Email).
- Set a password and confirm the details
Assigning permissions
Once you’ve added new team members, you can assign them various permissions based on their designated tasks. Here’s how:
- Click the action button (three dots) next to the member’s name.
- Select the necessary permissions, such as:
- Dashboard View
- Orders View
- Inventory Reception View
- Inventory View
Additional Options
When you click the action button, you’ll see more options to manage each team member:
- Edit User Information: Update the user’s name, email, or password.
- Edit Permissions: Adjust the member's permissions and platform access.
- Edit Assigned Clients: Assign specific clients so the team can better manage each account.
- Deactivate Staff: Disable members who no longer work in the warehouse.
- Report: Access process time reports to monitor team performance.
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