Users

Users

The Users screen is where an admin says who may sign in to IM2 and how much they are allowed to do. Only an Admin sees this screen at all — it is the Users link in the top bar.

The four access levels

• Admin — everything, including this screen, Settings, Permissions and Rush Alert Contacts.
• Level 1 — every item field, plus spreadsheet uploads and the count sync sheet.
• Level 2 — bins, general location, item group, manufacturer, manufacturer part number and notes.
• Level 3 — view only. Everyone starts here.

The levels are only a starting point: exactly which field or action each level may touch is set on the Permissions screen, and an admin can change it there without anyone editing code.

The list

One row per person, sorted by access level and then name:

• Name and Email come from the Slack directory (or from whatever you typed if you added the person by hand). Neither is editable here.
• Access level is a dropdown. Change it and it saves the moment you let go — you'll see saved at the end of the row. Your own row is deliberately locked so you can't demote yourself out of this screen.
• PIN has two buttons — see below.

Setting a PIN

People sign in with their work email and a numeric PIN. They cannot set their own — an admin does it here.

1. Generate — makes a new random 6-digit PIN and shows it once, big, on screen. Copy it and send it to the person straight away; it is never shown again and nobody (including you) can look it up later. If they lose it, generate another.
2. Set PIN — type a PIN yourself (4–8 digits). Use this when someone asks for a number they can remember.

Either way, the person's old PIN stops working immediately. Anyone already signed in on a phone or PC stays signed in — a new PIN does not kick them out.

Adding and removing people

• Refresh from Slack directory is the normal way. It adds anyone new at Level 3, turns previous people back on if they're back in Slack, and switches off anyone who has left Slack. It never changes an existing person's access level. You'll see "added N, deactivated N" or "no changes".
• The three boxes next to it (Name, email@solalt.com, level dropdown) plus Add are for someone who isn't in Slack at all — a temp, or a shared warehouse terminal. Two cautions:
• The email must be a real address you'll actually give them; it is their login.
• A hand-added person is switched off again the next time somebody clicks Refresh from Slack directory, because they aren't in the Slack list. If a temp suddenly can't sign in, that's why — add them again.
• There is no delete. Somebody who leaves is switched off, so the change history still reads sensibly.

Common mistakes

• Sending a PIN "later". The generated PIN disappears when you close that box.
• Expecting a switched-off person to look different in the list — right now an inactive person still shows as an ordinary row. If in doubt, use Refresh from Slack directory and read the counts it reports.
• Raising somebody to Level 1 or Admin to fix one field they can't edit. Check the Permissions screen first — usually the right answer is to tick that one field for their level.

Sorting the list (2026-09-07)

Click any column heading to sort the list by that column; click it again to reverse. Blank cells always fall to the bottom. Numbers sort as numbers and dates as dates. Button and checkbox columns (Actions, Detail) don't sort. The sort works on the rows already on screen, so it never hides anything the page was showing.