Mintsoft

Will Hammond

Tom Higgs

Guides relating to Warehouse/ Client User Management.

User/ Admin Management

Logging in without Access Evo

Guides relating to Warehouse/ Admin User Management.

Warehouse/ Admin User Management

Warehouse User - Create account

Warehouse User - Warehouse User Types

Warehouse User - Set up notifications

Guides relating to warehouse user creation.

Creation

Grant impersonation rights on Access Evo

How to reset your password depending on whether you use an email address or username to log in.

Reset your warehouse user password

Steps to unlock a warehouse or admin user account that has been locked out in Mintsoft.

Unlock a warehouse user account

Deactivate or reactivate users

Steps to change the email address for a Warehouse User in Access Evo and Mintsoft.

Change a user's email address

Steps to control which 3PL clients a warehouse user can see and work with throughout Mintsoft.

Restrict Warehouse User Client Access

Steps to restrict admin, warehouse, or client users to specific warehouses in Mintsoft.

Restrict warehouse access for users

Guides relating to warehouse user management.

Management

Warehouse User - Amend roles and permissions

Accounts - Roles and Permissions

AdminSuper - Roles and Permissions

ASN - Roles and Permissions

Permissions that control what actions Warehouse User Accounts can perform in the Access Mintsoft app.

Mobile - Roles and Permissions

Orders - Roles and Permissions

Picking or Picking Super - Roles and permissions

Products - Roles and Permissions

Shipping - Roles and Permissions

Warehouse - Roles and Permissions

Integration - Roles and Permissions

Guides relating to roles and permissions.

Roles and Permissions

Warehouse User - 403 Forbidden: Access is denied

Warehouse User - Unable to apply user type template

Warehouse User - Unable to view Manage Client Access

Warehouse User - Stop users rescanning barcode items

Guides relating to troubleshooting warehouse user issues.

Troubleshooting

Supporting you with 3PL Clients

Supporting you as a client of a 3PL

Guides relating to 3PL Client Management.

3PL Client Management

3PL Client - User creation

3PL Client - Client User Types

3PL Client - Set up notifications

User Creation

Steps to create and configure a new 3PL client account in Mintsoft.

3PL Client - Create a 3PL Client

3PL Client - Defaults tab

3PL Client - Default Currency

3PL Client - Adding costs

Set up automated despatch emails for your clients using Mailgun integration.

3PL Client - Add Despatch Emails

Client Creation

Learn how to unlock 3PL client user accounts and reset passwords.

3PL Client - Unlocking accounts and resetting passwords

3PL Client - Delete a client user

3PL Client - Remove or delete a 3PL client

3PL Client - On-stop or inactive

3PL Client - Multiple courier integrations per warehouse

3PL Client - Change or set a password

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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