Getting people into Loaditude with the right access, and keeping their logins secure, is one of the first things you set up and one of the things you touch most often as a 3PL. This guide covers adding team members, choosing roles, changing and resetting passwords, and the separate logins your clients use for the portal.
Adding users and choosing a role
You add staff accounts from Settings, under Users. Each person gets their own login tied to your company, and you give them a role when you create them. The role is the single most important choice here, because it decides what that person can do and see across the platform.
The main team roles are:
- Company owner: full control of the company, including billing, settings and other users.
- Company admin: broad administrative access for running the operation day to day.
- Warehouse manager: manages warehouse work, can add users and operatives, and sees operational reporting.
- Warehouse operative: does the floor work (receiving, picking, packing) without administrative or reporting access by default.
Loaditude enforces a sensible hierarchy when creating accounts. Owners, admins and warehouse managers can create users, but a manager cannot mint an account more powerful than their own. Only an owner, admin or super admin can create an admin, and only an owner or super admin can create another owner. That keeps the privilege ladder honest, which matters when several people share the task of onboarding new starters.
Roles also drive reporting visibility, so think about reports when you assign one. See Company settings and localisation for how role-based report access is configured.
Changing your own password
Any signed-in staff member can change their own password from their profile in Settings. You enter your current password and a new one. Loaditude verifies the current password first, so a left-open laptop cannot have its password silently changed by someone walking past, and the new password must be at least 8 characters. When the change succeeds, Loaditude sends a confirmation email to the account so that an unexpected change is noticed quickly. This is a deliberate security step, not spam: if you ever receive one you did not trigger, reset your password and tell your administrator.
Resetting a forgotten password
Nobody needs an administrator to recover a forgotten password. From the sign-in screen, or directly at /forgot-password, enter your email address. If an active account exists for that address, Loaditude emails a one-time reset link. The link is valid for one hour and can be used only once, and requesting a new one invalidates any earlier link, so always open the most recent email. Follow it, set a new password of at least 8 characters, and you are back in.
The flow is intentionally tight-lipped. Whether or not an account exists, the page shows the same confirmation message, so the form cannot be used to discover which email addresses have accounts. Requests are also rate limited to throttle abuse. None of this is something you configure, it just works that way to keep your operation safe.
Client portal logins are separate
The people who work for your clients do not get a staff account. They get a client portal login, which is scoped to a single client and is read-only by design (see The client portal explained). When you invite a portal user they receive a temporary password, and they can change it themselves from the account page inside the portal, confirming the current password first. This means a client manages its own people without ever touching your internal users list, and you are not stuck resetting customer passwords by hand.
Frequently asked questions
How do I change my own password in Loaditude?
Open your profile in Settings and use the change-password form. You enter your current password and a new one, and Loaditude verifies the current password before making the change. The new password must be at least 8 characters. For your security, Loaditude emails you a notification that your password was changed.
I have forgotten my password and cannot sign in. What do I do?
On the sign-in screen choose the forgotten-password link, or go to /forgot-password, and enter your email address. If an active account exists for that address, Loaditude emails a one-time reset link. Open the link, set a new password of at least 8 characters, and sign in. The link is time-limited and can only be used once.
How long does the password reset link stay valid?
The emailed reset link is valid for one hour and can be used a single time. If it expires or has already been used, request a fresh one from the forgotten-password page. Only the most recent link works, so always use the latest email if you have requested more than one.
Who can add new users and set their roles?
Company owners, company admins and warehouse managers can create users. Higher roles are restricted: only an owner, admin or super admin can create an admin, and only an owner or super admin can create another owner. This stops a manager from granting access above their own level.
What roles are available and what do they control?
The main team roles are company owner, company admin, warehouse manager and warehouse operative. The role controls what someone can do, such as creating users, adjusting stock or managing settings, and it also governs which reports they can open. By default operatives get no report access, managers see operational and compliance reports, and financial reports are limited to owners and admins.
Can my clients change their own portal password?
Yes. Client portal logins are separate from your staff accounts. A portal user signs in to the client portal, opens their account page, and changes their own password, confirming the current one first. This is how a client replaces the temporary password from their invitation email.
Why did I get an email saying my password was changed?
Loaditude sends a confirmation email whenever a staff account password is changed through the self-service form. It is a security notification so that if you did not make the change you know to act quickly. If you receive one you were not expecting, reset your password immediately and tell your administrator.
What is the minimum password length?
New passwords must be at least 8 characters, whether you are changing your password from your profile, completing a reset link, or updating a client portal login. Use a long, unique passphrase rather than the minimum where you can.
Where to go next
- Getting started with Loaditude walks through first-week setup, including adding your first users.
- Company settings and localisation covers timezone, currency and role-based report access.
- The client portal explained covers how client logins differ from staff accounts.