# User / Manager Menu

Top right navigation menu provides hardware views, settings, label designer, User menu, Locations menu, and more.

# Change Customer

If you have more than one account in Simple RFID you will see a "Change Customer" button

Currently the system operates on two frameworks, so some pages are on the URL "web.simplerfid.com" and other pages are on "portal.simplerfid.com" This article shows how to change the vendor from both.

##### Portal.SimpleRFID.com

To change customer from Portal:

- Click the admin menu, then click Change Customer

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/GsUimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/GsUimage.png)

- A pop-up will appear allowing you to select the vendor

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/hdlimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/hdlimage.png)

##### Web.SimpleRFID.com

To change customer from Web:

- From the Web you will see the selector is on the far left

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/1Kaimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/1Kaimage.png)

- From the drop-down select the desired vendor

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/UIUimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/UIUimage.png)

# Customer Profile

This page provides an overview of the account including:

1. Account Name
2. <span style="white-space: pre-wrap;">Abbreviation - This </span><u>must be a two letter abbreviation.</u><span style="white-space: pre-wrap;"> Example 'DM'</span>
3. Email address where you wish to have general notifications sent
4. 'Package' indicates the your plan such as "Trial" or "Standard"
5. Brand Magic - Automatically resolve unknown GS1 products. Scanned unknown tags are converted it into a Draft products
6. Company Prefixes - Enter a company prefix to print and scan tags using the SGTIN schema
7. <span style="white-space: pre-wrap;">RFID Layouts - These are the label sizes which are available in your </span>[Label Designer](https://kb.simplerfid.com/books/web-portal/page/label-layouts-label-designer)<span style="white-space: pre-wrap;"></span>
8. Order Pick Sheet - These are controls for the order pick sheet to add or hide elements
9. Save - saves changes
10. Cancel - cancels operation and navigates away from the Customer Profile page

<p class="callout warning">If you don't see your label size available in the RFID Layouts list, please request that it be added via our support</p>

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/PVZimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/PVZimage.png)

# Printers List

Provides a view of all print stations and connected printers. It includes:

\- Printer Station

<span style="white-space: pre-wrap;">Location it is connected to </span>

Printers list

Print Client Version

Settings Icon

# Printers > Station Settings

This page allows for the assignment and view of all printers including settings.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/6kCimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/6kCimage.png)

# Label Layouts > All Layouts

Label layouts are the label designs which have been created and saved. From this page a user may also create new label designs.

1\. Search window provides ability to search saved designs

2\. Card for each saved design and includes Name, Label size, DPI, Saved date and time, and a preview of the design

3\. "+" button located in the upper right corner of the screen to navigate to the Label Designer to create a new label design

4\. Ability to import an existing design from another label editor

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/gJKimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/gJKimage.png)

# Label layouts > Label Designer

The design editor allows a user to quickly design a label with any properties which appear for the Product, including description, size, color, price, barcode &amp; QR code, image and more.

##### ****Adding Fields to Label Layout****

Add any property from the Edit Product screen to your label by placing the name of the property in curly brackets as a text element in the Label Designer.

<p class="callout warning">Is your printed label missing properties? Search the product you are printing and check the fields to confirm that the product contains the field.</p>

<p class="callout info">E.g. In the example below: to print "Size: 7'" on the label, you would add a text element with {Reference1}</p>

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-06/scaled-1680-/203image.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-06/203image.png)

##### ****Overview of Label Designer****

![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/YoEimage.png)****Template****

1\. Choose label size - Don't see your label size available in the Size dropdown? Email support@simplerfid.com and notify us.

2\. Name Label

****Add Block: Text, Barcode, Symbol, Shape &amp; Image****

<span style="white-space: pre-wrap;">3. </span>****Text****<span style="white-space: pre-wrap;"> - This is any place where text will appear such as name, description, size, color, style, price, etc. in any font desired</span>

<span style="white-space: pre-wrap;">4. </span>****Barcode**** - This allows you to add a barcode or QR code

<p class="callout info"><span style="white-space: pre-wrap;">Unless you have a specific barcode type, such as UPC or EAN, you'll generally want to use </span>****Code 128****<span style="white-space: pre-wrap;"> by default.</span></p>

<span style="white-space: pre-wrap;">5. </span>****Symbol**** - add EPC global symbol other popular symbols

<span style="white-space: pre-wrap;">6. </span>****Shape**** - add basic shapes to design including line, box, circle

<span style="white-space: pre-wrap;">7. </span>****Image**** - upload a basic image

8\. Delete Block - remove a single block from the canvas

9\. Clear Layout - remove all blocks and clear the canvas

10\. Grid settings - adjust grid lines

11\. Align options

12\. Editor window for selected block

13\. Save button to save design. Once clicked the user is directed back to the Layouts page

14\. Close button to close the design without saving. Once clicked the user is directed back to the Layouts page

##### ****Edit Block****

Click on the Block you wish to edit

##### ****Text****

Click Text

Choose the Data source: Text, Property, Custom Text &amp; EPC Text from the right in the Text Edit section

- ****Text****: ID, Name, Category, MFG ID, SKU, Price, Item Number, Barcode, QR Code, BPN, &amp; Items Per Tag
- ****Font:****<span style="white-space: pre-wrap;"> </span>[Choose existing font or add any font](https://kb.simplerfid.com/books/web-portal/page/fonts)
- ****Property****: Size, Color, Weight, Length, Width, Height, Full Description
- ****Custom Text****: Pulls information from Ref 1-Ref 6 in the Products &gt; Edit Product view
- ****EPC Text****: tag level properties which include Items per tag, Cost, Cost per item, Born Date, Expiration Date, Lot Number, Sell by date, EPC, EPC ASCII, ISN, SN, or GTIN

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/SiXimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/SiXimage.png)

##### ****Barcode****

Click on the Barcode option on the right to view the Barcode Edit window

Choose Data source. This allows you to use any text or number from any field and turn it into a barcode or QR code

##### ****Symbol****

Add a common symbol such as ISO, Trademark, Copyright, or EPC logo

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/zQHimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/zQHimage.png)

##### ****Shape****

Add common shape like a box, circle, or line

##### ****Image****

# Fonts

<div id="bkmrk-add-custom-fonts-to-">Use any font desired to print labels. Added fonts appear in the Fonts drop-down inside the Label Designer.</div><div id="bkmrk-"></div><div id="bkmrk--1"></div><div id="bkmrk--2"></div>##### **Adding New Fonts**

<div id="bkmrk-if-your-desired-font">If your desired font is not available please email <support@simplerfid.com> and advise on the font you wish to use. To be used a font must be in TFF or OTF file format.</div><div id="bkmrk--3"></div>##### **Choose Font**

<div id="bkmrk--4"></div><div id="bkmrk--5"></div><div id="bkmrk--6"></div>- To select the desired font navigate to the Label Layouts page
- Open the template you wish to edit.
- Click on the text object you wish to edit.
- On the right side click the Font" drop-down
- Choose the desired font
- Click Save

<div id="bkmrk--10">![image.png](https://mail.google.com/mail/u/0?ui=2&ik=e7e88ebae5&attid=0.3&permmsgid=msg-a:r-4794108263902365901&th=197a3225b0dd3daf&view=fimg&fur=ip&permmsgid=msg-a:r-4794108263902365901&sz=s0-l75-ft&attbid=ANGjdJ_Fq9YeFBGC3drZcVQtKgk2J18WoqEwt3tMIlkotfML8u3rlijT3_zLioVnU-Lqosp-fQty6VBCz1GOWvqLUF9f66LjjxXXqwaU7ZVd4BDD5pLAC09VRtkO5Lg&disp=emb&realattid=ii_mcauaypm2&zw)  
</div><p class="callout warning">Please note that the new font won't appear in the preview, however it will print on the label. Our next improvement will display this new font in the label design template.</p>

# Layouts > Create from file

Use an existing design via the Create New Label From File pop-up

Click the Create from File button from the Layouts page

- Click the "****+****" button and locate your file. Make sure that your file is a valid file type
- ****Name**** your Design
- <span style="white-space: pre-wrap;">Choose the </span>****label size****
- <span style="white-space: pre-wrap;">Choose the </span>****DPI**** of the original design
- <span style="white-space: pre-wrap;">Click </span>****Create****

![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/KItimage.png)

# Handheld Readers

This page provides visibility to all of your Handheld RFID readers connected to your account. It provides visibility to all devices, identifies who last used the device, where they were located, and when it was used. It displays the device firmware to help identify the devices which must be updated.

![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/XeOimage.png)- Model Number
- Serial Number of all devices
- First connected date
- Last connected date
- Location it was last at
- The user who last used the device
- Firmware of the device - find the current firmware version here

# Fixed Readers



# Users

### ****User:****

##### ****Create a User****

If you are a regular user (not manager), please contact your manager and ask to create an account.

##### ****Reset Password****

****1. Go to****<span style="white-space: pre-wrap;"> </span>[Login Page](https://portal.simplerfid.com)  
****2. Click**** *"Forgot password?"**  
[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-06/scaled-1680-/4skimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-06/4skimage.png)

****3. Enter**** **your email**  
****4. Click**** **"Send a link to email"**  
[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-06/scaled-1680-/lHdimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-06/lHdimage.png)

****5. Open**** **your email inbox**  
****6. Open**** **noreply** email  
****7. Click**** **"Reset Password"**  
[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-06/scaled-1680-/lnjimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-06/lnjimage.png)  
****8. Enter**** the **new password**<span style="white-space: pre-wrap;"> twice</span>  
****9. Click**** **"Save new password"**

##### ****Deactivate User****

If you are a regular user (not manager), please contact your manager to deactivate your user.

### ****Manager:****

#####   
****Create a User****

1. ****Go to****<span style="white-space: pre-wrap;"> </span>[Users](https://portal.simplerfid.com/manager/users)<span style="white-space: pre-wrap;"> (logged in as Manager)</span>
2. ****Click**** the “****+****” button to add a new user.  
    ![Screenshot 2025-01-29 095714](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/157004723761/original/7U7RDhwkHIy-uR0woULdi39T9eW01CpBug.png?1744209926)
3. ****Enter**** <span style="white-space: pre-wrap;">the user’s </span>****first**** <span style="white-space: pre-wrap;">and </span>****last name****<span style="white-space: pre-wrap;">, </span>****email address****<span style="white-space: pre-wrap;">, and optionally a </span>****phone number****.  
    ![Screenshot 2025-01-29 095824](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/157004723768/original/PbY3Gd2KsTAtwLEM72T9v8GIfToO5ur_Ag.png?1744209931)
4. ****Select**** <span style="white-space: pre-wrap;">the </span>****locations**** this user will have access to.  
    ![Screenshot 2025-01-29 095839](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/157004723770/original/hTM7-zX1vyJCOy6b_ywCx5sKJR7o6MOrcA.png?1744209935)

  
****OR****

<span style="white-space: pre-wrap;">4. Give them </span>****Manager**** <span style="white-space: pre-wrap;">access for full access to </span>****all locations****.

![Screenshot 2025-01-29 095829](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/157004723776/original/afCz5mMlTilh4haG8jBUsVdc9sPFHYQozA.png?1744209940)

<span style="white-space: pre-wrap;">5. Finally, click </span>****Create****.  
![Screenshot 2025-01-29 101034](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/157004723783/original/fDx9BQtzQLEL7reeY0Q7beU4Vsofin2G2Q.png?1744209947)

<p class="callout info">The user will then receive an email to set their password and log in.</p>

##### ****Resetting User Password****

Same as User.

****OR****

<span style="white-space: pre-wrap;">1. </span>****Go to****<span style="white-space: pre-wrap;"> </span>[Users list](https://portal.simplerfid.com/manager/users)  
<span style="white-space: pre-wrap;">2. </span>****Click on**** the desired User to open it  
<span style="white-space: pre-wrap;">3. </span>****Click**** **"Reset Password" &gt; "Reset"**

<p class="callout success">A "Reset Password" email should is sent to the user. User will need to Reset the password as above in user's "Reset Password" after step 5.</p>

##### ****Deactivating a User****

<span style="white-space: pre-wrap;">1. </span>****Go to****<span style="white-space: pre-wrap;"> </span>[Users list](https://portal.simplerfid.com/manager/users)  
<span style="white-space: pre-wrap;">2. </span>****Click on**** the desired User to open it  
<span style="white-space: pre-wrap;">3. </span>****Click**** **"Deactivate User" &gt; "Deactivate"**

# Location Framework

The Location Framework provides the ability to create properties that can be assigned to tags via a drop-down menu. Although this is called "Location" Framework, these properties can include anything you wish to associate with your items such as:

- <span style="white-space: pre-wrap;">Sublocations - Create rows, bins, isles, etc. </span>
- Flags - Set items to status such as alterations, embroidery, layaway, etc.
- Process - Assembly, Packaging, QA, etc.

##### ****List tab****

The Location Frameworks list tab displays all created frameworks.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/ECTimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/ECTimage.png)

##### ****Edit tab****

The Edit tab allows for creation of new frameworks and editing of existing frameworks

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/pRkimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/pRkimage.png)

##### ****Create a Framework****

From the Edit tab:

- Type &amp; Location - Select the type &amp; location you wish to apply the framework to
- Add - From the add section, enter the values separated by a comma
- Click the "+" button to add them

##### ****Edit a Framework****

From the List tab:

- Select the desired framework

From the Edit tab:

- Click the pencil icon to edit an existing value
- Click the Trash Can icon to delete the value
- Or use the Add row to add a new property

<span style="white-space: pre-wrap;">These frameworks appear on the web portal Inventory tab </span>[Tag level](https://kb.simplerfid.com/books/web-portal/page/inventory-tag-level-properties)<span style="white-space: pre-wrap;"> views, and can be edited there.</span>

<span style="white-space: pre-wrap;">These frameworks can be set from the mobile device </span>[Write Tags](https://kb.simplerfid.com/books/mobile-app/page/write-tags)<span style="white-space: pre-wrap;"> page when using Single Tag Encoding</span>

# Locations

This article covers the different types of locations that can be created, and how to create them.

Navigate to the Create Locations menu by clicking the User Settings from the top right menu, then selecting Locations.

##### ****Location Types****

<span style="white-space: pre-wrap;">There are three types of locations which can be created in Simple RFID. </span>

- 'DC' or Distribution Center (Warehouse)
- Store (Retail Space)
- <span style="white-space: pre-wrap;">Supplier (any external vendor) </span>

##### ****Create a Location****

- Set the location type to the entity you wish to create
- Click the "+" button located in the upper right corner

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-06/scaled-1680-/Q6Uimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-06/Q6Uimage.png)

Enter information for the location including:

- Name
- Phone
- Email
- Contact
- Time Zone
- Country
- Address (including City, State &amp; Zip Code)

<p class="callout danger">It's important that your addresses are up-to-date. This address is used to ship supplies.</p>

- Finally click "Save" to save the results

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/xH7image.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/xH7image.png)

<p class="callout warning">A current bug requires that the page be reloaded to display the new location. Switch the filter to a different location type and return back to what you created and it will appear.</p>

# Resources

Access the Resources tab by clicking on the Admin menu (top right corner), then select Resources

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/so5image.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/so5image.png)

##### ****Resources****

<span style="white-space: pre-wrap;">The Resources tab provides important links required for setup and maintenance. </span>

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/OFMimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/OFMimage.png)

##### The sections include:

##### ****Printing Utilities****

Download the print client and Zebra tools (Zebra Designer &amp; Setup Utilities)

##### ****Printing Instructions****

Instruction on setup, and common issues

##### ****Printers Support/Drivers****

Drivers for various printer models

<span style="white-space: pre-wrap;">- MacOS Print Client - </span>

##### ****Applications****

Links to install the mobile app (Play Market &amp; App Store)

##### ****TSL Firmware****

Firmware to update your TSL handheld RFID reader

# Logout

Instructions of how to log out of the web portal

- Click the Admin menu in the top right corner of the screen

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/8jJimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/8jJimage.png)

- Click 'Logout'

This will forward you to the login screen

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/akTimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/akTimage.png)

# Printer Profile: Calibrate Printer from web

<span style="white-space: pre-wrap;">The printer profile page contains </span>****details**** <span style="white-space: pre-wrap;">for each connected printer. Users can navigate to this page from the </span>[Available Printers](https://kb.simplerfid.com/books/web-portal/page/menu-bar-available-printers-calibrate-printer-from-web)<span style="white-space: pre-wrap;"> pop-out menu, or the </span>[Station Settings](https://kb.simplerfid.com/books/web-portal/page/printers-station-settings)

##### ****Printer Profile Details****

- Location the printer is connected to
- 'Station' (Host PC) the printer is connected to
- Serial Number of the Printer
- Firmware Version of the Printer
- Date the printer was setup
- Printer DPI: 203, 300, or 600
- Connection Method: USB or Ethernet
- Print Station connectivity indicator
- Printer connectivity indicator
- Notes section
- Calibrate Printer button
- Save button to save changes
- Close button to exit the page

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/FLZimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/FLZimage.png)

##### ****Calibrate Printer from Printer Profile****

- <span style="white-space: pre-wrap;">Calibrate click the button </span>
- Click 'Calibrate' on pop-up

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2025-05/scaled-1680-/1Ebimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2025-05/1Ebimage.png)

- Accepting this prompt will then send both the media and ribbon and RFID calibrations to the printer, which will proceed automatically with the following steps:
    - Media and Ribbon.
    - Then a pause for roughly 10 seconds.
    - And then the RF calibration, which will take longer; the labels will periodically inch out of the printer for approximately one minute. At the end of the process it will feed out 2 or 3 labels before stopping completely.
- After the calibration has completed:
    - Open the printer and roll back the labels so the blank tags may be used—precision is not necessary
    - Un-pause the printer
    - Now you are ready to print.

<p class="callout danger">If the printer continues to VOID labels, repeat the process. If the issue persists, perform a calibration directly from the printer itself.</p>

# Deactivating User

<span style="white-space: pre-wrap;">To deactivate an account, go to the SimpleRFID web portal and click </span>****Users****<span style="white-space: pre-wrap;">. </span>  
[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-05/scaled-1680-/Agqimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-05/Agqimage.png)

<p class="callout warning"><span style="white-space: pre-wrap;">You need to have the </span>****Manager****<span style="white-space: pre-wrap;"> role in the SimpleRFID web portal.</span></p>

Find the account by typing the name in the search box. Click on the account that appears in the search results.  
[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-05/scaled-1680-/9oOimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-05/9oOimage.png)

<span style="white-space: pre-wrap;">Click </span>****Deactivate user****.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-05/scaled-1680-/baGimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-05/baGimage.png)

Now, we can see that the account is deactivated.

[![image.png](https://kb.simplerfid.com/uploads/images/gallery/2026-05/scaled-1680-/f8aimage.png)](https://kb.simplerfid.com/uploads/images/gallery/2026-05/f8aimage.png)