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How to create and edit users in the Supervisor

Elena Damiani
  • Updated

3CAD Next users are created and edited in the User's section of the Supervisor. In each Supervisor's environment (DEV, TEST, or PROD), users are managed separately; therefore, users that need to be granted access to more than one 3CAD Next environment, need to be added to the User lists of more than one Supervisor (with the same ID and email).

Note: Each ID corresponds to one 3CAD Next license and is therefore unique to a single user. Once associated with a user's email, it cannot be deleted or reassigned to other users. When a user is not active anymore, they can be disabled (but never deleted!).

Create a new user

To create a new user, take the following steps:

  1. Enter the Supervisor with administrator's rights (in the correct environment).

  2. Click on Users, in the Administration section of the dashboard. The User list opens.

  3. Click on Create User in the top bar.

  4. In the modal that opens, fill in the fields as follows:

    • Registration email: It can not be modified subsequently,

    • Password: It can not be modified subsequently,

    • Creation ID: Do not modify the displayed code.

    create new user

  5. Click on Create. The new user is now created and a user ID (code) is automatically assigned to them.

  6. You are now directed to the user's form, where you can fill in all the necessary information on their profile. The form is made of 2 main sections:

    • User,
    • Extra data,

    The fields that need to be compiled are the following:

    User section

    • Code: It is the user ID, it is automatically assigned among the available IDs reserved for the project, and it cannot be edited,

    • Status: Toggle active or inactive user,

    • Email: Registration email, aut-filled,

    • Seller level: Select the appropriate seller level among the ones created for the project. If not selected, the default Seller level is 0.
      To learn more about Seller levels, see  article What are Seller levels?

    • Last login date,

    • Information: Free field for additional info,

    • First name,

    • Last name,

    • Email, Auto-filled,

    • Phone,

    • Mobile,

    • Office phone,

    • Born at,

    • Born date,

    • Language: If not selected, the user inherits the shop's language,

    • Country: If not selected, the user inherits the shop's country,

    • Group: Set the appropriate User group among the ones available.
      To learn more about User groups, see article How do User groups work?

    • Image: Available formats are jpeg, jpg, png, tiff, and gif. Maximum file size is 200 Kb.

    Extra data section
    This section is used for additional information related to the user.

    Note: Users are assigned to shops in the shop's form and not in the user's profile.
    To assign a user to a shop, see article How to create, edit, and delete a shop

  7. Click on Save User in the top bar. The new user's profile is now updated.

Edit a user

To edit a user, do the following:

  1. Enter the Supervisor with administrator's rights (in the correct environment).

  2. Click on Users, in the Administration section of the dashboard. The User list opens.

  3. Select the user you want to edit and click on Edit User in the top menu bar. Alternatively, double-click on the user's ID. The user's form opens.

  4. Edit the user as needed.

  5. Click on Save User. The changes are now saved.

To inactivate users, see article Inactivating 3CAD Next users

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