As a prep center you typically run multiple lines and/or have warehouse team members log in individually. ScanPower allows you to easily add sub-users or line logins with access to all or specific prep center customers.
For this article, the Prep Center accounts will be referred to as the Prep Center sub-user and their customers as Prep Center Customer.
An example:
Acme Prep Center has three lines that various team members use depending on workload and schedule:
Refer to How to Add and Manage Sub-Users
Acme Prep Center has recently onboarded the Smithville Gift Company (Prep Center Customer) as a customer. Acme wants to give each of their 3 lines access the Smithville account for packing. Assuming Acme already has sub-users for each line setup above, Smithville would add the following 3 sub-users per the naming convention below:
- userX+customer-abbreviation@prep-center-domain.com (this does not have to be a real, active email address.)
- e.g.
- user1+SGC@acmeprep.com
- user2+SGC@acmeprep.com
- user3+SGC@acmeprep.com
- Smithville (Prep Center Customer) creates each sub-user using the email addresses provided by the Prep Center:
- Log in and navigate to the ACCOUNT page
- Scroll to the Sub-Users Section and click "Add sub-user"
- Complete the dialog box form using the Prep Center provided email addresses. For name, enter your business name. Create a password that you will use to login to your Customer sub-user account for step 2.
In our example above, Smithville Gift Company would create a sub-user in his account for user1+SGC@acmeprep.com. "Smithville Gift Company" or "SGC" should be entered for the name on the sub-user account.
IMPORTANT: for Prep Center Sub-Users to have adequate access, BoxT must be selected in the permissions. when wetting up the sub-user.
- Smithville grants access for each prep center sub-user created in Step 1.
- Log in to the Customer sub-user account you created in Step 1.
- Navigate to the ACCOUNT page
- Scroll to the Prep Centers Section and click "Grant access"
- In the Grant Access model, enter the Prep Center sub-user email address. This ties the Prep Center lines/users to the Customer sub-users so packing and shipping settings and activity may tracked easily.
e.g line1@acmeprep.com for user1+SGC@acmeprep.com, line2@acmeprep.com for user2+SGC@acmeprep.com, etc. - Click Grant Access
- In the Grant Access model, enter the Prep Center sub-user email address. This ties the Prep Center lines/users to the Customer sub-users so packing and shipping settings and activity may tracked easily.
Revoking Access
If necessary, access for any Prep Center Sub-User may be revoked by the Prep Center Customer:
- Prep Center Customer logs in and navigates to the ACCOUNT page
- Scroll to the Prep Centers Section and click the X under the Revoke column for the Prep Center sub-user whose access you would like to revoke. In this illustration, the second sub-user in the list would have his/her access revoked.