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 can also be accessed by going to Settings, scrolling down, and selecting Users from the menu.
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]
Enter the user's first name.
Last Name
Enter the user's last name / surname.
Email* [required field]
Enter the user's email address.
The user's email address must be unique and cannot already exist within Supply'd.
Mobile
Enter the user's mobile phone number.
Timezone
Select the timezone the user is in.
Account Type
Set the account type for this user.
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 the Production section of Supply’d only.
Delivery Driver: A Delivery Driver is assigned to delivery runs and has access limited to delivery-related features within Supply’d. This option will only show if you have the delivery module enabled. 👉 See the Delivery Settings document for more information.
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.
SO = Sales Order
PO = Purchase Order
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 the "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
Select the locations this user can place orders for. Leave blank for access to all locations.
Access Stores
Select the Supply'd Stores this user can view and place orders for.
Leave blank for all stores.
Access Departments
Select the department(s) this user belongs to. (Your list will look different from the example, depending on how you've named your departments.)
Show Production Summaries
Select 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.
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.
Orders Approvers
Select 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.
Sales Rep Settings
("Sales Rep" type only)
Apply the settings that are applicable for this Sales Rep.
Visible Customers
Select which customers this sales rep can see when they are logged in.
Assigned Customers: The rep can only view customers for whom they are assigned as the sales representative.
All Customers: The rep can view all customers, even those not specifically assigned to them.
Can Edit Customers
Select whether or not the user can edit customer details.
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.
The User Group will show in the Users list.
Add Users to the Group
To add a user to the User Group, go to the Users tab, click on 
or Add +.
The 
button appears only when no sub-users have been added. To add additional sub-users, use Add +.
The Add Sub User form will open.
First Name* [required field]
Enter the user's first name.
Last Name
Optionally, enter the user's last name/surname.
PIN* [required field]
Enter a unique 4-digit PIN for this user. Use numbers only. This PIN will allow the user to access the account.
Hourly Rate
Enter the hourly rate for this staff member to use when tracking labour costs. The rate should include 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
To edit a user:
Click on your name in the top right and select Users.
Select the User you would like to edit the settings for.
The user's details will open.
Click on the 3 dots in the top right and select Edit User.
The Edit User form will open.
Update any details/settings as required following the guidelines for Adding a User above.
Click 
to update the user's details.
To edit a Sub User in a User Group:
Click on the group in the Users list.
Go to the Users tab and select the sub user you would like to edit the details for. The Edit Sub User form will open.
Edit any required details by following the guidelines above for Adding a Sub User, as outlined in step 6 of Adding a User Group.
Click
to update the sub user's details.
Removing a User
To remove a User:
Click your name in the top right and select Users.
Select the user you would like to remove. The user's details will open.
Click on the 3 dots in the top right and select Remove User.
You will be asked to confirm.
Click 
.
To remove a Sub User from a User Group:
Click on the group in the Users list.
Go to the Users tab and select the Sub User you would like to remove. The Edit Sub User form will open.
Click on the 3 dots in the top right and select Remove Sub User.
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