Users & Permissions

00:00: In this guide, we will walk you through the steps to add new users to your Scan IM account. 00:06: Click on "Manage Users" 00:09: Add the user's email 00:12: Click the dropdown menu 00:15: Choose the user role permissions you wish to assign. 00:19: Choose the "Create" option 00:22: For more tips and tricks, visit scan-im.com/resources

• From the sidebar menu, select "Manage Users."  
• Enter the email of the person you would like to add and select their user role. Then select "Create."  
• The user will receive an email notification with a link to set up their profile. 
• The user will follow the link to verify their email. 
• After verifying, the user will be prompted to fill in their information and create a password (their username is their email). 

• From the sidebar menu, select "Manage Users."  
• Find the user you wish to remove and select the green "Manage" button next to their name. 
• Select the "Disable" button from the pop-up window to remove that user.  

• From the sidebar menu select "Manage Users." 
• Find the user you wish to update and select the green "Manage" button next to their name. 
• Select the "Edit Profile" button from the pop-up window and adjust their personal information under "Edit User." From here, you can also opt in for alerts and change the user role.  

• From the sidebar menu select "Manage Users." 
• Scroll down to the "Add New User Role" portion at the very bottom of the page. 
• Add the name of the new role. 
• Put a small description of the role.  
• Toggle the buttons to customize the permissions this role will have. 
• Select the green button labeled "Create." 

• Create Item Inventory Room: Having this permission grants access to create new inventory items and the ability to view all items in different locations and rooms.  
• Delete Item Inventory Room: Having this permission grants access to delete unwanted inventory items within their account. Deleting items will only remove those items from the room that is selected.  
• Audit Items: Having this permission grants access to audit inventory items in rooms. Users will have the ability to increase or decrease item inventory levels found in the room they are auditing.  
• View Alerts Items: Having this permission grants access to view all color-coded inventory alerts and the ability to filter those alerts by location or room.  
• Pull And Restock Items: Having this permission grants users' access to pull or restock inventory items from different locations and rooms. When pulling items, users will have the option to decrease inventory quantities for a particular item. When restocking items, users can increase inventory quantities on hand for a particular item.  
• Transfer Items: Having this permission grants users, the ability to transfer inventory items from one room or location and move them to a new room or location.  
• Manage Rooms: Having this permission gives users the ability to manage rooms and/or locations by selecting "Manage Rooms" from the sidebar navigation menu. Users with this permission can create, delete, or edit rooms at a particular location. They can also create new locations.   
• Manage Users: Having this permission grants access to add, disable and edit users in the system. It also allows users to edit and delete existing user roles or create new custom roles from scratch.   
• Edit Base Item: Having this permission gives users the ability to edit base items where they can make changes to the unique item number (SKU/UPC), item name, and item descriptions. Editing the base item details will apply to all rooms containing the same item. 
• Subscription Management: Having this permission gives users the ability to make important changes to their subscription type and billing details. Users with this permission can upgrade their current subscriptions to a new plan, purchase add-ons for Barcode Printing, increase the number of unique items allowed with their current plan, and make changes to the payment method on file. This permission also allows users to make changes to their account settings where they can edit company details (name, industry, phone or address) and set a time zone. If you have the barcode printing add on, this permission lets you make changes to the default barcode label size.