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.
The Users section in Supply’d allows you to manage everyone who has access to your account. Here, you can add new users, assign roles and permissions, and control what each person can see or do within the system. This helps ensure your team has the right access to perform their tasks efficiently and securely.
This document will guide you through:
Adding a User
Go to Users
To add or manage your users click on your name or company logo in the top right, then select Users.
The Users page will open listing all the Users that have access to your account.
The User Type is shown as a colour-coded tag next to each user’s name, making it easy to quickly identify their role.
User Details
First Name* [required field]
The user's first name.
Last Name
The user's last name / surname.
Email* [required field]
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.
Visible to
Tick the box for Customers and/or Suppliers if you want this user to be visible to them.
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, Emails will send an email to the user's email address once an order is placed.
If ticked, SMS 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.
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. This 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.
*This 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 selected "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 include 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.
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.
Adding a User Group
Complete the Form
Following the instructions for Adding a User above, apply the settings you would like for the users in the group.
These settings will apply to all users within this group.
Add Users to the Group
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 field]
The user's first name.
Last Name
The user's last name (optional).
PIN* [required field]
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:
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 step 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
Update Details
Update any details/settings as required following the guidelines for Adding a User above.
Removing a User
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