New employee account setup¶

Which accounts to create for a new employee, in what order, based on their role.

Use this guide when onboarding a new employee to determine which accounts and system access need to be created based on their role. IT normally does the account creation & onboarding for employees, regardless of their department. Department/position does determine what they get access to, or the role/permissions they receive. Nearly all of these require admin status to create new accounts, which IT should always have.

Account Creation Order¶

Always create the employee's Google account first.

The employee's company Google account/email should then be used when creating their accounts in the other required systems.

flowchart LR
  G([Google account]) --> R{Role}
  R --> W[Warehouse]
  R --> F[Front Desk]
  R --> M[Member Success]
  R --> I[IT]
  W --> W1[Rufus] --> W2[Logiwa WMS] --> W3[Palletized Hub]
  F --> F1[Logiwa WMS] --> F2[HubSpot] --> F3[Palletized Hub]
  M --> M1[Logiwa, HubSpot, FedEx Support, FedEx, Palletized Hub, UniFi]
  I --> I1[All systems, incl. Replit, Sim.ai, Supabase]

Figure 1. Account creation order by role. For warehouse employees, Rufus must be created before Logiwa.

Systems & Applications¶

The company currently uses the following systems:

Google Account
https://admin.google.com
Rufus
https://www.rufusworkhero.com
Logiwa WMS
https://wms.palletized.net/
- Settings → Users → Add User (top right)
Palletized Hub (Internal)
https://app.palletized.net
- Administation → Team Directory → Onboarding → New Invite
- For warehouse employee’s, clocking in/clocking out via kiosk is required. A pin is required for this, which can be set in their account.
- Direct Supervisors must also be configured.
HubSpot
https://www.hubspot.com
- Settings → Users & Teams → Add user (Top Right)
- Must also assign seat & role (done through actions, by hovering over/tapping their name on the same Users & Teams view).
FedEx Support
https://fedex-ced.my.site.com/fedexsupporthub/
- Request these credentials through Marcel
FedEx
https://www.fedex.com/
- Request these credentials through Marcel
UniFi
https://unifi.ui.com
- People (Bottom Left) → Add new Admin
- Have two sites, one for the wifi and one for the cameras.
Replit
https://replit.com/
- Only Max has permission to do this
- Settings → Workspace Collaborators → Invite User
Sim.ai
https://flow.palletized.net/login
Supabase
https://supabase.com/
- Select the project → Project Settings → Manage Members → Add new members

Warehouse Employees¶

Create accounts in this order:

Google Account — Create first
Rufus — Use company Google email (MUST BE DONE BEFORE LOGIWA)
Logiwa WMS — Use company Google email
Palletized Hub — Use company Google email

Front Desk¶

Create accounts in this order:

Google Account — Create first
Logiwa WMS
HubSpot
Palletized Hub

Member Success¶

Create accounts in this order:

IT¶

IT employees require access to all company systems:

Quick Reference¶

System	Warehouse	Front Desk	Member Success	IT
Google	✓	✓	✓	✓
Logiwa WMS	✓	✓	✓	✓
Rufus	✓	—	—	—
Palletized Hub	✓	✓	✓	✓
HubSpot	—	✓	✓	◆
FedEx Support	—	—	✓	◆
FedEx	—	—	✓	◆
UniFi	—	—	✓	✓
Replit	—	—	—	✓
Sim.ai	—	—	—	✓
Supabase	—	—	—	✓

Important: Complete the Google account setup before creating any other accounts so the employee's company email can be used consistently across all systems.

◆ = Underdetermined