Get help and support for Eos and Publish - simple inventory management in the cloud.

Adding Users

Eos manages three main types of users, each with different levels of clearance (permissions to access functionality within Eos). This allows you to set which users can access certain features and perform certain actions.

You will be able to add extra user types at set-up, which allow you to mix and match permissions, but by default there are three standard types of user accounts:

  • Administrator:this acts essentially as a manager account. With an Administrator account, you can access all aspects of the Eos software, including management screens, and can action the creation of accounts without the need for verification. You can also create other Administrator, Standard and Web User accounts for other users.
  • Standard:this allows you to access the Eos software and use most of its features, such as creating Job, Shipment and Item inventories. Standard accounts do not possess certain permissions, such as automatically confirming a contact as an account without the verification from an Administrator or access the Management screens. With a Standard account, you can only create, view and edit Web User accounts.
  • Web User:this acts essentially as a customer or client account. This does not allow you access to the Eos software, but grants access to Eos Publish which can be found on the Eos website. This allows customers to view published inventories and shared documents relating to a Job and to monitor a Job’s progress.

To add a User

  1. Click the dropdown arrow next to Contacts and select Users. Users
  2. This takes you to the Users screen where you can see a list of existing Users. To add a new User, click New at the top of the screen.
  3. Enter the new User’s User Information and Log In Details: Users
    First Name(s)The User’s first name.
    SurnameThe User’s surname.
    ClearanceSelect what kind of User account this will be. You can select from the default settings Administrator, Standard and Web User, which grant different levels of permissions (see above), or from any custom options created at set-up.
    LocationSelect the User’s location.
    EmailThe User’s email address.
    UsernameCreate a username for the User. This should consist of a single word all in lower case letters.
    PasswordCreate a password for the User account. This must be at least eight characters long and consist of a mixture of lower and upper case letters and numbers.
    RegionSelect the User’s region.

On the Users screen, you can also browse and search for existing Users and you will see all existing Users listed when you first access the Users screen. You can use the search bar at the top of the screen to find specific users by typing in any piece of relevant information for the User (e.g. surname). You can also use the filters to only display certain types of User, such those with only Web User clearance.

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