When Storable ID is enabled, users will be added and edited in the Storable ID portal. You can access the portal from your software by clicking the Storable Account Portal link from Users & Roles or logging in to the Storable ID Portal directly and clicking Settings.
Add and edit users
1. Navigate to the Users tab of the Storable ID portal.
2. On the right side of the screen, click New User to create a new user or Edit next to an existing user.
3. Enter the user’s name, email, and username (the default option is the user’s email).
4. Select the user role from the Portal Roles dropdown menu.
- Manager - All software users other than Sales Associates
- Sales Associate - Sales Associates have limited access to the software and aren’t able to see all the features available to Managers.
- Admin - Storable ID portal admin who can add/edit/delete users.
5. Select whether the user should have access to none, all, or specific facilities. If you choose Assign individual facility access, you can select the facilities the user should have access to under Select Facilities.
6. Click Submit when you are done.
Reset user passwords, MFA, or PIN
If you need to reset a user’s Storable ID password, Multi-Factor Authentication, or PIN, click Edit next to the user from the User tab.
You will see the reset options on the right side of the screen.
These actions are also available on the main User screen. Click the Actions button next to the user to view these options.
Delete a user
To delete a user and remove access to your software, click Edit next to their user from the User tab.
You will see the reset options on the right side of the screen.
You can also delete a user from the main User screen. Click the Actions button next to the user and then Delete user account.