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
Description:
- Button to show administrators (userlevel 70 users).
- Button to show all users (the default).
- Email messenger, tool to communicate fast and directly with (part of) your users.
- Button to add a new user.
- Tool to upload multiple users per CSV-file.
- Search inside your users.
- 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.
-
Edit user details
-
Delete user
- Columns of user details.
- 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):
Description:
- User ID: The user must be an email address (has to contain a "@")
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.
This topic: Cargooffice
> AddUsers
Topic revision: r19 - 2020-06-04 - RutgerRutgers