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Create Employee Web Logins

This FAQ will go over how to create employee web logins and Fulfillment Pro filters. Information on creating customer web logins can be found here: Customer Portal: Create Customer Web Logins

To begin, go to System > Company Preferences > Employee Web Accounts.

Alternatively this can be done by logging into the internal website, which can be found by going to Company Preferences > Setup > Paths.

Log in with the administrator account, click the dropdown in the top right corner and select “Edit Employees”. The username for the administrator account is commonly “web_admin”.

New Employee Login

To create a new employee login enter the new account information in the blank line at the top of the list, highlighted in the screenshot below. 

Emails are not required, they are mainly used to guarantee that users are unique.  You can enter first and last name or combination of name and initials with no spaces (JohnDoe, JohnLDoe, etc.) – they must be unique.

Details

Click the “Details” button to specify the abilities that the new employee account will have, define the password and configure Fulfillment Pro. If a user is going to be using Fulfillment, check the “Fulfillment Employee” check box in Paradigm. Click “Save User” when finished.

The Salesperson, Customer ID, and Employee ID all use the ID from Paradigm, not the name (use “DOEJOH001”, not “John Doe”). The name entered for any employee must exactly match the name entered for them in Paradigm.

Fulfillment

More information on Fulfillment settings can be found here: Fulfillment Pro: Employee Filters And Settings

App

Information on the app settings can be found here: Paradigm Mobile: Overview

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