Adding Warehouse operators

You can invite Warehouse operators to your Katana account from the Katana MRP application

Siim Sirel avatar
Written by Siim Sirel
Updated over a week ago

Note: This Warehouse app is part of the Warehouse Management add-on, which covers all of your business’s main warehouse management needs. The add-on is included in Professional and Professional Plus plans. Those on a Standard plan can purchase this functionality with the add-on.

In Katana, users of the Warehouse App are called Warehouse operators and they can be invited to your Katana account from Katana's main website.

Only an account owner or a user with the permission Manage users and permission enabled can invite Warehouse operators. This person will also typically set up the devices for Warehouse operators. Find a detailed flow below, along with tips for setting up a device remotely.

Each Warehouse operator has a dedicated account and login for the Warehouse App. Warehouse operator accounts are not linked to any certain mobile devices, you can log in to the same Warehouse operator account with any device (simultaneous sessions from multiple devices aren't possible).

Note: We’re constantly working to improve this feature and appreciate any feedback. Feel free to book a call with our team to share your thoughts on using the Warehouse App.

Inviting Warehouse operators

  1. Login to your Katana MRP account

  2. Click on the account name in the top right corner and select Team.

  3. Click Add a new team member.

  4. You'll see a dropdown with options to choose whether you want to add an additional user, Warehouse operator or Shop floor operator. Select Warehouse operator.

  5. Enter the name of the Warehouse operator and create a 6-digit login code.

    Name - Enter the Warehouse operator's full name.

    6-digit login code - This code will be entered by the Warehouse operator when logging into the app. Only numbers are allowed.

    Click Add.

  6. The Warehouse operator is added to the account and you can continue setting up the Warehouse operator device or finish it later. Click on Set up operator device if you want to continue.

    Setting up a warehouse operator device is done by scanning a unique QR code with the mobile device. Warehouse operator accounts are not connected to an email address but only a QR code.

    Take your mobile device and scan the QR code.

    Tip: If you want to set up devices remotely, save the QR code as an image and send it to the Warehouse operator.

    You can now work in parallel on your mobile device and Katana MRP account. Click Next on the Katana manufacturing account.

  7. The 6-digit login code for this Warehouse operator account is displayed on the next screen.

    Enter the code to your mobile device on click "Log in" on the device.

    Click Next.

  8. The QR code and login code need to be used every time a Warehouse operator logs into the app.

    On the Katana account, you can print the QR Code on the next screen to save it for future logins. We recommend printing out or saving the QR Code as an image and sharing it with a Warehouse operator. The Warehouse operator needs to have it readily available each time they log in to their account (e.g. place it next to the workstation or share the printout with the employee).

    When setting up the account for the first time, you are shown the QR code and login code on the next screen on the mobile device. Click Continue to the app to finish the account setup.

The Warehouse operator account is now set up!

To log in to the Warehouse operator account later, take a look at these instructions.

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