AddUsers < Cargooffice

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---++ About users

%TOC{depth="6"}%
---+++ Where to find
   * <a href="https://www.cargooffice.com/" target="_blank">Cargo Office </a>-&gt; Back Office -&gt; Settings and Management -&gt; Users
   * <a href="https://www.cargostart.com/" target="_blank">Cargo Start</a> -&gt; Menu -&gt; Settings -&gt; User details
   * <a href="http://www.transportguide.info" target="_blank">Transport Guide Info </a>-&gt; Menu -&gt; Settings -&gt; User details
   * <a href="https://www.transportcommander.com" target="_blank">Transport Commander</a> -&gt; Menu -&gt; Settings -&gt; User details
---+++ 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

<img alt="userList.png" height="434" src="%ATTACHURL%/userList.png" title="userList.png" width="1000" />

*Description:*
   1 Button to show administrators (userlevel 70 users).
   1 Button to show all users (the default).
   1 [[EmailMessenger][Email messenger]], tool to communicate fast and directly with (part of) your users.
   1 Button to [[AddUsers#Add_a_new_user][add a new user]].
   1 Tool to [[UserUpload][upload multiple users]] per CSV-file.
   1 Search inside your users.
   1 Travel through your users.<br />
      * Per page there are 50 users displayed.
      * The &gt; button brings you one page up or down. <br />The &gt;&gt; button brings you to the first or last page.
   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 Columns of user details.<br />
      * You can modify the display of columns by using parameter: [[BackofficeSettingsDescription#userColumns][userColumns]].
      * You can modify translations in the headers of the column by using parameters: [[BackofficeSettingsDescription#fields_en][fields_en]], [[BackofficeSettingsDescription#fields_es][fields_es]], [[BackofficeSettingsDescription#fields_de][fields_de]], [[BackofficeSettingsDescription#fields_fr][fields_fr]] and [[BackofficeSettingsDescription#fields_nl][fields_nl]].
   1 Display of user access per system<br />
      * _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 [[AddMenu#How_to_create_or_modify_a_menu_i][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 <span style="text-decoration: underline;">Add user</span> link (button (4) in the example above)
   * The following form appears (example):

| <img alt="addusers02.png" height="258" src="%ATTACHURLPATH%/addusers02.png" width="464" /> |
*Description:*
   * *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.
   * *Customer group*: Enter a group name that classifies the customer. Parameters can be entered for groups of customers (see: parameters).
   * *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
      * *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][AdminFunctions<br />]]<b>Admin users are very powerfull </b>in Cargo Office<b>, be sure to use a unique password </b>that is<b> difficult to guess </b>by another user of your Cargo Office<b>.</b>

   * More info read [[UserPasswords#User_details_modification][User details modification]].

---+++ Import users
   * It is possible to import users by sending an XML file through mail or FTP.
   * This has to be separately implemented, send us a request by using your bug tracking system.
   * New users can be inserted or updated, automatic removal is not possible (for removal see *The user list* above)
   * Below an example of the XML file (the user tag can be repeated for multiple users)
<verbatim>
  <?xml version="1.0" ?> 
  <users>
    <user>
      <userID>JohnDoe@mydomain.com</userID> 
      <passwd>mypassword</passwd> 
      <name>Doe</name> 
      <firstName>John</firstName> 
      <middleInitials></middleInitials>
      <companyName>Johns Private Company</companyName> 
      <function>CEO</function> 
      <chamberCommerce>UK12345678</chamberCommerce> 
      <department>Central Office</department> 
      <address>Mainstreet 578</address> 
      <address2></address2> 
      <city>Los Angeles</city> 
      <state>CA</state>
      <country>USA</country>
      <countryCode>US</countryCode> 
      <postcode>99950</postcode> 
      <tel></tel>
      <fax></fax> 
      <mobile></mobile> 
      <email>JohnDoe@mydomain.com</email> 
      <lang>EN</lang> 
      <userLevel>10</userLevel> 
      <custID>14252</custID> 
      <altCustIDs></altCustIDs> 
      <VAT></VAT> 
    </user>
  </users>
</verbatim>
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	HenkRoelofs
png	addusers02.png	r2 r1	manage	9.9 K	2021-11-18 - 11:39	HenkRoelofs	Add users
png	userList.png	r1	manage	176.1 K	2017-08-21 - 09:31	RutgerRutgers	user overview
Topic revision: r22 - 2022-07-08 - HenkRoelofs