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.