Goflow Documentation Logo

Managing Users and Roles

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.

Creating a New User

To create a new user, follow these steps:

  1. From the left sidebar, go to Settings › Users.
  2. In the upper right corner, click New User.
  3. Enter the user’s first and last name.
  4. Enter a valid email address.
  5. Create a unique username.
  6. Set an initial password that meets the following requirements:
    • Minimum 6 characters
    • Includes one uppercase letter
    • Includes one lowercase letter
    • Includes one number
  7. Optional. Assign additional roles and tasks.
  8. Click Save to create the user.

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.

Updating an Existing User

To update user details or roles, follow these steps:

  1. From the left sidebar, go to Settings › Users, and click to open the user.
  2. On the Details card, click the pencil icon to edit.
  3. Update the first name, last name, or email address.
  4. Update the assigned roles and tasks.
  5. Click Save to apply the changes.

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.

Deactivating a User

When a user no longer needs access, deactivate their account. Follow these steps:

  1. From the left sidebar, go to Settings › Users, and click to open the user.
  2. On the Status card, click the pencil icon to edit.
  3. Change the status to Suspended.

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.

Managing User Roles and Tasks

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.

Picker and Buyer Tasks

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.

Managing the Account Owner

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:

  1. From the left sidebar, go to Settings › Users, and open your own user.
  2. On the Owner card, click Transfer Ownership.
  3. Select the user to designate as the new owner.
  4. For security, enter your Goflow login password.
  5. Click Transfer Ownership to confirm.

Only the account owner can create API tokens.

Managing User Accounts

Users can manage their own email address and password. To update your email address, follow these steps:

  1. From the left sidebar, go to Settings › Profile.
  2. Click Email Address.
  3. Enter a new email address.
  4. For security, enter your account password.
  5. Click Save to apply the changes.

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:

  1. From the left sidebar, go to Settings › Profile.
  2. Click Password.
  3. Enter your current password.
  4. Enter a new password, and confirm by entering the new password again.
  5. Click Save to apply the changes.

Passwords must meet the following requirements:

Resetting User Password

If you forgot your password, you can reset it by following these steps:

  1. On the Goflow login page, click Forgot Password?
  2. Enter the email address associated with your user account.
  3. Click Reset Password.

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: