Add users and manage their rights

Add your team members to your Monstock account by creating new users and configuring their roles and access rights. To access the user management panel, click the following icon to open the "Administration" menu :

Then click on "Users" under "Users and rights".

The list of users will then be displayed :

From this list, you can perform the following actions:

• To manage the display of your list, select :  or

• For searching, use the search bar and apply a filter to sort your results by clicking the button :

• To apply or remove filters, click : or

• To export your list of users, click :  

• To duplicate a user, click on the icon :

• To view detailed information about a user, click the following icon :

• To edit a user, click :

• To delete a user, click :

• To create a new user, click :

• You can also create a user by sending an invitation by clicking on :

Note : The advantage of using the invitation feature is that it allows you to create all users in your organization in a single step. An invitation email is sent automatically, and a user profile is generated. However, you still need to configure each invited user’s permissions to grant them access to Monstock.

• Personal informations 

On the file of your user, you can complete his personal informations like the e-mail used to login, his name, and his password. Only the red boxes are mandatory :

IMPORTANT: When creating a user, don’t forget to activate their status.

Note : Change the status of a user in inactive to free a licence on your account.

Once the information in the "Personal Information" tab has been entered, save it by clicking "Save" at the bottom of the page. You can also :

• Cancel your entry,

• Duplicate a user,

• Delete a user.

• Access

After entering your user's personal information, you must configure their permissions.
To do this, go to the "Access" tab at the top of the page.

To allow your user to access their Monstock account, you must at a minimum, assign them to a security group. To understand the role of a security group and how to configure it, refer to the following tutorial : Managing Security Groups.

Here, for example, if you select the "Pickers team" and "Technician" groups, your user will automatically inherit the same permissions as these groups. See more details in the tutorial Managing Security Groups.

Important: The security groups assigned to a user control their access to purchasing, sales, and pricing management features.

Fields related to "Purchasing/Sales" and "Price Management" characteristics cannot be edited here.
They are configured in the "Groups" tab and are displayed on the user profile for information purposes only.

Note : Extended Rights
From the "Edit" button, you can access the "Extended Rights" feature.
This option is not mandatory; it simply allows you to define more limited or specific access for the user.
Learn more about the role and use of extended rights in the tutorial : Extended User Rights.

Still from the "Access" tab, you can also:

• Choose the stock adjustment reason and the default site for the user's operations :

• Select the sites, contacts, and organizational units the user is authorized to access :

• Define authorized source and destination sites for stock transfers :

• Skills

[Writing in progress]

• Licences

[Writing in progress]

• Parameters

Finally, via the "Parameters" tab,  you are able to :

• Choose to hide from the user any products and/or equipment with zero stock,
• Based on the user's authorized sites, this also allows you to hide stock available at other sites in stock adjustments, inventories, searches, and more,
• Enable or disable the dark mode.