Users
Supply'd allows you to add as many users as you require to the platform. Each user can be granted access to specific sections of the site depending on your requirements for them.
This document will guide you through:
To add or manage your users click on your name or company logo in the top right-hand corner, then select Users.
Here you can see a full list of users that have access to your account.
Adding a User
To add a new user click on Add+ in the top right.
The Add User form will open.
Complete the fields as per the guidelines below:
User Details
First Name* [required]
The user's first name.
Last Name
The user's last name / surname.
Email* [required]
The user's email address. The user's email address must be unique and cannot already exist within Supply'd.
Mobile
The user's mobile phone number.
Timezone
Select the timezone the user is in from the drop-down.
Account Type
Set the account type for this user.
From the drop-down list, select the type of user that this account is for:
Standard: A "Standard" user has access to any functionality you choose.
User Group: A "User Group" represents a user who, when logged in, will be required to enter a PIN. This is useful for shared logins, allowing you to track individual user activity even when multiple people access the account. (See User Groups below for more details.)
Sales Rep: A "Sales Rep" is a restricted user who only has access to customers and orders for which they are associated to as a rep.
Production: A Production user is restricted to only the production section of Supply'd.
Delivery Driver: A driver assigned to delivery runs, with access limited to delivery-related features within Supply’d.
Notifications ("Standard" & "User Group" types only)
Choose which notifications to send to this user. When "Standard" or "User Group" are selected these additional fields will appear.
Order Notifications
Defines whether or not this user should receive order notifications. If ticked "Email" we will send an email to the user's email address once an order is placed. If ticked "SMS" we will send an SMS to the user's mobile once an order is placed provided that a mobile number has been provided for the user.
Payout Notification
Defines whether or not the user should receive payout notifications and invoices when a payout is made by Supply'd.
Invoice Notifications
This field will only show if you are also a buyer on Supply'd. Defines whether or not the user should receive order confirmations and invoices when your company places an order on Supply'd.
Cutoff Notifications
Defines whether or not this user should receive cutoff notifications. If ticked "Email" we will send an email to the user's email address when an order cutoff is being reached. If ticked "SMS" will send an SMS to the user's mobile when an order cutoff is being reached provided that a mobile number has been provided for the user.
Order Push Notifications
Select the sales channels you would like to receive push notifications for. Push notifications need to be enabled on each device you would like to receive them. You can enable them on "My Account" screen. Each device can only be linked to one user.
Access
Choose the access this user has.
User Access
Tick the applicable boxes to allow the user access.
User Restrictions ("Standard" & "User Group" types only)
Set-up restrictions on this user to locations or set orders to require approval.
Disable Editing
Tick the checkboxes to prevent this user from editing the selected areas.
The options shown here depend on the features enabled above in User Access.
Access Locations
The locations this user can place orders for. Leave blank for access to all locations.
Departments
The department(s) this user belongs to.
Select the appropriate department, or departments, from the drop-down menu. (Your list may look different from the example, depending on how you've named your departments.)
Show Production Summaries
Whether or not this user can see the summaries for completed production runs. Select "No" if you would like to hide these to keep specific details such as labour costs hidden from this user. (Field is only visible if "Production" is ticked above.)
Orders Require Approval
Whether or not orders placed by this user will require approval from another user (eg. store manager). Select "Yes" for orders to be sent for approval instead of being sent directly to the suppliers. (Field is only visible if "Orders" is ticked above.)
Orders Approvers
Defines the users that can approve orders from this user. You can add as many users as you would like. Only 1 of the approvers will need to approve the order for it to be processed.
This field will only show if you are also a buyer on Supply'd and have select "Yes" to Orders Require Approval.
Production Settings ("Standard" or "Production" types only)
Set the values relevant to this user in production.
Hourly Rate
The hourly rate of this staff member to allocate as a cost when tracking labour. The rate should be including taxes and other applicable costs such as superannuation. Leave blank to use the default rate set in your Production Settings.
Sales Rep Settings ("Sales Rep" type only)
Apply the settings that are applicable for this Sales Rep.
Visible Customers
What customers this Sales Rep can see when they are logged in.
Assigned Customers: The rep can only see customers they are allocated as the sales rep for.
All Customers: The rep can see all customers, even if they are not associated as a rep to the customer.
Can Edit Customers
Whether or not the User can edit customer details. Choose Yes or No from the drop-down menu.
Save
Click 
to add the user.
The user will receive an email to set their password and start using the account.
User types will show on the Users list in a unique user type colour.
User Groups
User Groups in Supply’d allow you to manage and track users who share the same login. When someone from a User Group logs in, they’re prompted to enter a unique PIN, enabling you to identify and track individual activity within a shared account. This is especially helpful for teams using a single login but needing visibility into who performed specific actions.
To add a User Group:
Enter a name for the group. This could be a name for the group or a specific person. In our example we have called the group "Warehouse Staff".
Select User Group as the Account Type.
Following the instructions in this document, apply the settings you would like for the users in the group.
These settings will apply to all users within this group.
Select the user from the Users list. You will see 
beside the name, making identification easy.
Click on a user to view their details.
To add a user to the User Group, go to the Users tab, click on 
or Add +.
The Add Sub User form will open.
First Name* [required]
The user's first name.
Last Name
The user's last name (optional).
PIN* [required]
A unique 4 digit pin for the user on this account. Must be numbers only. Will be used for this user to gain access to the account.
Production Settings
Set the values relevant to this user in production.
Hourly Rate
The hourly rate of this staff member to allocate as a cost when tracking labour. The rate should be including taxes and other applicable costs such as superannuation.
Leave blank to use the default rate set in your production settings.
Click 
to add the user to the group.
Repeat this process for any additional users you would like to add to the User Group.
Once set up, whenever someone logs in using the shared login, they’ll be prompted to enter their assigned PIN.
Example of a User Group in Supply’d:
User Group Name: Warehouse Staff
Purpose: Used for a shared warehouse login on a tablet.
Users in the Group:
Alice – PIN: 1234
Ben – PIN: 5678
Charlie – PIN: 9012
When warehouse staff log in, they enter their PIN. This allows actions (like receiving stock or marking deliveries) to be tracked to the individual, even though they’re using the same login.
Editing a User
If you would like to edit a user, select the user you wish to edit, click on the 3 dots in the top right-hand corner and select Edit User.
Edit the required details as per guidelines for adding a user and click 
.
Removing a User
If you would like to remove a user, select the user you wish to edit, click on the 3 dots in the top right-hand corner and select Remove User.
Click the Remove button to confirm.
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