Extensiv & 3PL Warehouse Manager Accounts
The following work instruction should be followed when giving a new user access to the Extensiv Hub and 3PL Warehouse Manager. For more information on the listed applications, review the Extensiv Introduction and/or 3PL Warehouse Manager Introduction.
Step 1: Open User List
On the Extensiv Hub, select the ‘User' menu option listed on the navigation bar.
Note, ensure the user is being created on the correct instance, in this work instruction the user is being created in the LAX instance.
Step 2: Create New User
Note, A users list will generate, you can search an existing user on this screen to remove a user from the Extensiv Hub or to check their current account status.
Click the ‘Create’ button to create the new user account.
Step 3: Invite User
The ‘Invite Users’ tab will open. The following information must be provided in order to successfully create and invite the user to Extensiv Hub.
First Name - Legal Name, do not enter nicknames.
Last Name - Legal Name, do not enter nicknames.
Email Address - SEKO Email Address preferred however, personal email address can be used as an alternative.
Job Title - For data integrity purposes, refrain from creating new/random job titles. Please review the ‘User Role’ chart for more information on standard “Job Titles''.
Role - If SEKO employee/temp the role must be set to ‘View Only. If client, the role must be set to ‘Customer User’. Users should NOT be given the 'System Admin’ role unless instructed or approved by IT Corporate.
Once all information is entered, click the ‘Invite’ button. This will send the user an invitation via email. The user will then need to setup/activate their account in order to access the Extensiv Hub and 3PL Warehouse Manager.
Step 4: Invite Confirmation
Once the ‘Invite’ button is selected, the ‘User List’ on the right-hand side of the screen will generate a ‘list' of the user that received the invitation. Click the 'Done’ button to close the page.
Step 5: Extensiv Account Status
The user list allows you to search the user account that was just created. If you’d like more information such as account status, reference the ‘Status’ column provided on the list.
Pending = Account has NOT been activated
Active = Account is activated and in use.
Step 6:
TextStep 2Access/Visibility to 3PL Warehouse Manager
Now that the user has an Extensiv Hub account, proceed to give the user access and visibility to functions, warehouse(s) and clients. If this step is skipped, the user will not have visibility to any data on the 3PL Warehouse Manager.
In Extensiv Hub, on the top right corner, select the square icon and click ‘3PL Warehouse Manager’. This will open the 3PL Warehouse Manager application.
