Behind every efficient warehouse is a well-coordinated team of users who execute the tasks that keep your operations running smoothly. Whether it’s picking, packing, or managing inventory, assigning the right roles to the right people is critical to achieving operational excellence.
This guide will walk you through configuring users for your warehouses in OTO PACK, ensuring every team member has the access and responsibilities they need to perform at their best.
Scope of the Article
By the end of this article, you’ll learn:
How to navigate the User Management page.
The step-by-step process for adding users and assigning their roles.
Tips for customizing roles based on warehouse operations.
1. Why User Configuration is Important
Think of user configuration as setting the stage for a perfectly orchestrated play:
Define Roles: Ensure each user knows their responsibilities, from picking to packing and beyond.
Secure Access: Control who can view and manage warehouse operations.
Optimize Performance: Assign roles that align with your team’s strengths and tasks.
2. Navigating the User Management Page
To access the User Management page:
Go to OTO PACK → Configuration in the left-hand menu.
You’ll see a list of existing users, each with details such as:
Name: Identify your team members.
Email: The user’s contact for system communications.
Status: Track whether users are active, invited, or inactive.
? Quick Tip: Use the search and filter options to quickly find or sort users by roles, warehouses, or status.
3. Adding a New User
Click the Add User button in the top-right corner to open the Add User Form. Let’s walk through the fields step by step:
User Information
Full Name: Enter the user’s name for easy identification.
Email: Provide their email address to enable system login and notifications.
Job Title: Define their role in the warehouse (e.g., Picker, Packer).
Contact Details
Mobile Number: Add their contact number for communication.
User Photo (Optional):
Upload a profile picture for identification.
Warehouse Access
Assigned Warehouses: Select the warehouses the user will operate in.
Permissions (Toggles):
OTO Pack User: Grants the user general access to OTO PACK Mobile App.
Picker User: Assigns the user to picking tasks.
Packer User: Assigns the user to packing tasks.
Putaway User: Assigns the user to putaway operations.
? Exclusive Features: You can customize permissions to align with specific warehouse workflows.
4. Reviewing and Finalizing
Once all fields are filled, click Add to complete the user configuration. The new user will now appear in the list, ready to take on their assigned responsibilities.
5. Best Practices for User Configuration
To maximize efficiency:
Assign roles thoughtfully to prevent overlaps or gaps in responsibility.
Use permissions to control access and secure sensitive operations.
Regularly review the User Management page to ensure roles and access remain up to date.
Conclusion
With the right team in place, your warehouse operations can run like a well-oiled machine. By configuring users in OTO PACK, you’re ensuring that every team member has the tools and access they need to excel.
Ready to create your team? Head to the User Management page and start assigning roles today!
For additional support, the OTO team is here to assist you. Let’s make your warehouse unstoppable!
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