About users

Where to find

About

  • Per user access restrictions can be set according to their level and the systems (modules) they use.
  • There is at least one administrator / admin user (userlevel 70) who is able to add new users.

The user list

  • The image below shows an example user list, a description follows

userList.png

Description:

  1. Button to show administrators (userlevel 70 users).
  2. Button to show all users (the default).
  3. Email messenger, tool to communicate fast and directly with (part of) your users.
  4. Button to add a new user.
  5. Tool to upload multiple users per CSV-file.
  6. Search inside your users.
  7. Travel through your users.
    • Per page there are 50 users displayed.
    • The > button brings you one page up or down.
      The >> button brings you to the first or last page.
  8. butedit.gif Edit user details
  9. butdelete.gif Delete user
  10. Columns of user details.
  11. Display of user access per system
    • Note: when you modify access privelages, do not forget to click "Submit" on the bottom of the page.
    • By default, every new user is given access to system orderentry.
    • Note: in Cargo Office access can also be set through definitions inside your menu settings, read Add or modify a menu item #11.
    • Note: admin users have access to all systems, therefore there are no options available to give access per system.

Add a new user

  • Click Add user link (button (4) in the example above)
  • The following form appears (example):

addusers02.png
Description:
  • User ID: The user must be an email address (has to contain a "@")
    Note It is possible to use a fake email address and enter the users real email address in item Email.
  • Customer ID: Shipments entered by this user are booked under this customer number or customer ID.
    max 13 characters.
  • Alt.CustomerIDs: external users also get to see shipments for these customers
    separate customerIDs with a comma, DO NOT use blank space.
  • Level is the user level:
    • 10 = Customer: e.g. customers using order entry and track & trace
    • 11 = Customer + update: customers allowed to update already booked shipments
    • 15 = Subcontractor: subcontractors are allowed to change statuses of assigned jobs
    • 16 = Subcontractor + update: subcontractors allowed to update warehouse orders
    • 20 = Staff: staff members are allowed to access the backoffice
    • 30 = Finance: financial staff can be given access to Billing and invoicing system
    • 70 = Admin users admin users are allowed to add new users and do other things, see: AdminFunctions
      Admin users are very powerfull in Cargo Office, be sure to use a unique password that is difficult to guess by another user of your Cargo Office.

Topic attachments
I Attachment History Action Size Date Who Comment
GIFgif addusers01.gif r1 manage 119.3 K 2006-08-31 - 13:21 RutgerRutgers User overview
GIFgif addusers02.gif r2 r1 manage 6.1 K 2008-01-07 - 17:46 HenkRoelofs  
PNGpng addusers02.png r1 manage 26.2 K 2016-12-27 - 11:39 RutgerRutgers Add users
PNGpng userList.png r1 manage 176.1 K 2017-08-21 - 09:31 RutgerRutgers user overview
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Topic revision: r19 - 2020-06-04 - RutgerRutgers
 
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