Users: how this screen works
Merchant access
This merchant stays in your fulfilment account. Manage its client, channels and enabled access in Clients. Additional roles cannot expand its data access.
On the Users screen you manage everyone in your company who signs in to the QrX portal. You add new team members, decide what they may do by giving them roles, and lock someone out when they should no longer have access. Open it from Settings, Users.
What you see on this screen
New User (top right): add a team member.
PIN Lock Timeout: how long the portal waits before it locks itself for everyone in your company (see below).
The user list: one row per team member with their Email, Name, Roles, Status (Active or Locked), Updated and Created. A user without a role shows No roles.
The back arrow takes you back to Settings.
PIN Lock Timeout
The portal locks itself after a period without activity. To continue, the user types their own Portal PIN. This protects your data when someone walks away from a screen.
Type the number of minutes and click Save. The button only becomes active after you changed the number.
Use 0 to turn the PIN lock off. The maximum is 1440 minutes (24 hours).
The new time applies to your company right away.
Find a team member
Search by email or name: start typing and the list updates.
Refresh (the round arrow): reloads the list.
All, Active and Locked tabs: show everyone, only users who can sign in, or only users who are locked out.
Click a column title (Email, Name, Updated or Created) to sort; click again to reverse the order.
The list shows 15 users per page. Use the page numbers and arrows at the bottom to move between pages. Showing 1 to 2 of 2 tells you how many users there are.
Click a row (or the pencil that appears when you point at it) to open the user.
The list updates by itself when a coworker adds or changes a user.
Add or edit a user
Click New User to open Create User, or click a user in the list to open Edit User. Press Save to store your changes or Cancel to go back to the list without saving.
Account
Email address (required): the address the user signs in with. It cannot be changed after the user is created.
Phone number (required): with the country code, for example +31612345678. Each phone number can be used by one user in your company.
Password (new users): QrX fills in a strong password for you. Use the eye to show it and the round arrow to generate another one. A password needs at least 8 characters with an uppercase letter, a lowercase letter, a number and a symbol.
New password (existing users): leave it empty to keep the current password, or type a new one to replace it. It cannot be changed while the user still has to accept the invitation.
Portal PIN: 2 letters and 3 digits, for example AB123. The user types it to unlock the portal after the PIN lock. QrX fills in one for new users; if you leave it empty, one is created automatically. Every PIN must be unique.
Personal Information
First name and Last name.
Lock out user: turn this on and press Save to stop the user from signing in. The user then shows as Locked in the list. Turn it off and save to let them back in.
Roles
Tick one or more roles. A role decides what the user can see and do in the portal; the number under each role shows how many permissions it has. Roles with the System badge come with QrX (for example Administrator). Every user needs at least one role. You create and change roles in Settings, Roles & Permissions.
Account invitation
For a new user, Send account invitation is on by default. QrX then emails the user a secure, single-use link to choose their own password. The email also contains their Portal PIN, and the link works for 24 hours. While the invitation is open, the generated password cannot be used.
Turn the switch off if you want to give the user the password yourself. Then they sign in with the password shown in the form.
When you open a user who has not finished the invitation yet, the card shows Waiting for password setup with a Resend invitation button (or Send invitation if the last email could not be sent). Save your changes first. If you changed the Portal PIN, send a new invitation so the user gets the right PIN.
Message centre
Shown for existing users. It decides who can find this person in chats in the Message Centre, and under which name.
Available for chats: Not available for chats, Only my organization, or Also partner organizations on shared orders.
Chat nickname: the name other organizations see instead of the real name (at most 60 characters). Leave the suggested name to keep using the real name.
This card has its own Save button. It saves only the chat settings.
Reset account access
Use Reset account access (top of an existing user) when a user lost their password or you think someone else knows it. After you confirm:
The user is signed out everywhere and their current password stops working. Access that was already given can take up to 5 minutes to expire.
QrX emails the user a link to set a new password.
The window shows the result for the account. If the email could not be sent, click Try again.
Save or discard your changes before you reset access. You cannot reset your own account here; change your own password in My Profile.
Tips and common questions
"At least one role must be selected.": tick a role before you save.
"Enter a valid phone number with country code (e.g. +31612345678).": start with + and the country code, digits only.
"This phone number is already assigned to another user for this customer.": every user in your company needs their own phone number.
"This PIN is already in use. Choose another PIN." or "PIN must be 2 letters + 3 digits (e.g. AB123).": pick a different PIN in the right format.
"Password must be at least 8 characters with uppercase, lowercase, number, and symbol.": make the password stronger, or use the round arrow to generate one.
"The account was created, but the invitation email could not be sent.": open the user and click Send invitation.
"Please wait a minute before sending another invitation.": invitations can be sent once a minute.
You reached the user limit of your plan: QrX asks you to upgrade or add a seat before the user is saved. Nothing is saved until then. Giving a user Message Centre reply rights can also need an extra seat.
Someone else saved the user at the same time: QrX shows a message and lets you reload the latest version.
Changing your own name, photo, password or sign-in security? Use My Profile instead.
Need help? Click Chat at the bottom of the Help Center.
Pack badge and Portal PIN
Manage your badge in Profile, Sign-in & security. Administrators with Manage users can edit a badge in User edit. Use the existing Portal PIN (two letters and three digits), not a separate pack PIN. Station settings no longer contain personal credentials. The station has its own inactivity timeout in seconds; the general portal inactivity timer does not run on this screen. A locked station stays hidden on reload. Unlock with badge, Portal PIN or camera. Camera starts when selected; packing progress is kept. The printer button opens shipment details and recent prints.
Generate badge
Use your Portal PIN or scan your badge QR with the camera. Generate a badge here and print it using your badge template.
Use the padlock in the top bar or Ctrl+Shift+L (Cmd+Shift+L on Mac) to lock PortalX manually. An exemption from automatic inactivity locking does not disable manual locking. Unlock with your Portal PIN or badge.