Goflow account admins can create new user accounts in Goflow. To maintain security and accountability, each person should have their own dedicated account rather than sharing logins. Usernames are recorded in the transaction logs, making it easy to identify who performed specific actions.
To create a new user, follow these steps:
On their first login, users can reset their password.
A verification email is sent to the new user’s email address. The user must complete the verification process by following the instructions in the email. Only verified users can reset their password or contact Goflow Support.
To update user details or roles, follow these steps:
If you update the email address, a verification email is sent to the new address. For security, a notification email is sent to the old address to inform them of the update.
When a user no longer needs access, deactivate their account. Follow these steps:
The user will be logged out immediately and will no longer have access to Goflow.
To reactivate the user, update the status back to Active.
User roles control access to specific features and sensitive areas of Goflow. Assign these roles to the users who need them:
An admin user can elevate another user to administrator by granting them the Administrator role.
Pickers are users responsible for fulfilling order pick lists by collecting products from warehouse shelves. When a user is marked as a picker, they can be assigned to pick lists.
Buyers are users responsible for managing the purchase and sale of specific product lines. When a user is marked as a buyer, they can be assigned to products.
Admin users can optionally apply the buyer filter in reports and analytics to track profits for each buyer’s product lines. If buyers are granted access to reports, those reports are restricted to show only their assigned product lines.
Each account has one designated account owner. The first user created during signup is initially assigned as the owner. To designate another user as the account owner, the current owner must transfer ownership. Follow these steps:
Only the account owner can create API tokens.
Users can manage their own email address and password. To update your email address, follow these steps:
A verification email is sent to the new address. Complete the verification process by following the instructions in the email. For security, a notification email is sent to the old address to inform them of the update.
To update your password, follow these steps:
Passwords must meet the following requirements:
If you forgot your password, you can reset it by following these steps:
Goflow will send an email with further instructions. If the email address is associated with an active user, click the link in the email to reset your password. If the email address is not recognized, the message will indicate this. Take the following steps: