How To: Create a storEDGE User Account for Storagely

Step by step instructions on how to provide Storagely access to your storEDGE Account.

Step 1: Login to your storedgefms.com account with a user that has access to creating new user roles and users. 

Step 2: The easiest way to do this is to provide us with "Owner" level access because there are a lot of steps to follow. If you prefer to give custom access, skip to step 4.

Step 3: Go to Corporate Settings >> User Management >> Users and click the NEW USER button. 

  • First Name: Storagely
  • Last Name: Access
  • EMAIL: do not put anything in the email field
  • Username:

Create a username name example:  storagecompany-storagely 

Notify your onboarding specialist

 

 Step 4: Go to Corporate Settings >> User Management >> Roles and click the NEW ROLE button. 

Name:  Storagely Access

Click "Create Role" button

Step 5: Go back into the role by clicking the EDIT button

Select Allow access to FMS

Then go through and select all of the items in the image below. 

Once complete, click update Role. 

Repeat step 3 by selecting your new role that you've created. 

 

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