AddUsers < Cargooffice

---++ Add new users

%TOC{depth="6"}%
---+++ About

There is at least one admin user (userlevel 70) who is able to add new users.<br /> For new companies it is always the first user who becomes automatically the admin user.
---+++ The user list
   * Go to: Backoffice -&gt; Settings -&gt; Users
   * The image below shows an example user list, a description follows

| <img alt="" src="%ATTACHURLPATH%/addusers01.gif" width="500" /> |
*Description:*
   1 Button to show just admin users (userlevel 70 users)
   1 Button to show all users (the default)
   1 Button to send a message to all users
   1 Button to add a new user (see below)
   1 Upload a userfile
   1 Search users.
   1 <img alt="butedit.gif" height="12" src="%ATTACHURL%/butedit.gif" title="butedit.gif" width="12" /> Edit user details
   1 <img alt="butdelete.gif" height="12" src="%ATTACHURL%/butdelete.gif" title="butdelete.gif" width="12" /> Delete user
   1 %ICON{up}% = upgrade to admin user , %ICON{down}% = downgrade to a 'normal' user
   1 User details (for privacy some details are made unreadable).
   1 Allowed systems (check the systems the user is allowed to access)<br /> _Note:_ admin users have access to all systems. See admins (1).

---+++ Add a new user
   * Click the %BLUE%<span style="text-decoration: underline;">Add user</span>%ENDCOLOR% link (button (4) in the example above)
   * The following form appears (example):

| <img alt="" src="%ATTACHURLPATH%/addusers02.gif" /> |
*Description:*
   * Items marked with ( * ) are mandatory items
   * *User ID*: The user must be an email address (has to contain a "@")<br /> %ICON{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.<br /> max 13 characters.
   * *Alt.CustomerIDs*: external users also get to see shipments for these customers<br />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
      * *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

Attachments

Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
gif	addusers01.gif	r1	manage	119.3 K	2006-08-31 - 13:21	RutgerRutgers	User overview
gif	addusers02.gif	r2 r1	manage	6.1 K	2008-01-07 - 17:46	UnknownUser

This topic: Cargooffice > AddUsers
Topic revision: r14 - 2016-12-22 - RutgerRutgers