Portal User Guide

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Administration: users

Last updated: 29 July 2026Report an inaccurate guide

Invite people who can sign in to the portal (and the PartLogic mobile app with the same account). User seats follow your subscription plan—see Plan & AI usage if the Dashboard Users card shows a limit.

Overview

New users are added from Sites: open Manage Users for the organisation, choose New User, fill the form (including Features / role), then Submit. The person is sent an email to complete setup.

Roles and permissions

Administrators assign each user a Role and Features (for example FulfilmentAdmin). Exact menus depend on the Features your organisation enables. Typical patterns:

  • Administrators — manage users, Sites, and stock locations; broader Administration settings and plan visibility.
  • Catalogue users — Parts, Parts Uploader / ProductMatch, data quality, and duplicates workflows.
  • Warehouse users — portal companion screens and mobile stock check / barcode tasks for assigned locations.
  • Basic users — limited dashboards and reports as assigned (see Reports basics).

To change what someone can access, edit their user record and update Role / Features rather than sharing accounts.

1. Open Manage Users

Go to Administration → Sites. On the Sites table, use the Manage Users control for the organisation (people icon at the end of the row).

Sites—click Manage Users (people icon) on the organisation row. Emails redacted.

2. New User

On the Users screen, choose New User (use Return if you need to go back to Sites).

Users—Return to Sites, or New User to open the invite form.

3. Fill details, features, and Submit

On Add a New User, enter email (optional Google sign-in only), password if required, name, and phone. Under Features, pick the Role (for example FulfilmentAdmin) and assign any relevant features via See available Features. Use Add Role under Roles when your organisation needs extra roles. Then click Submit.

Add a New User—details, Roles, Features, then Submit. Header email redacted.

After Submit, the new user is sent an email so they can confirm and sign in. Ask them to check inbox and spam if nothing arrives within a few minutes.

Edit users

From the same Users list, open an existing person to change role, features, or access. Prefer disabling leavers rather than sharing passwords. Device-scoped API keys are separate—see Portal API key.

Plan limits

If the Dashboard Users card shows Limit reached, free a seat or upgrade via View plan details / pricing before inviting another person. Details: Plan & AI usage.

Next steps