About users

Where to find

• Cargo Office -> Back Office -> Settings and Management -> Users
• Cargo Start -> Menu -> Settings -> User details
• Transport Guide Info -> Menu -> Settings -> User details
• Transport Commander -> Menu -> Settings -> 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

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. Edit user details
9. Delete user
10. Columns of user details.
    
    • You can modify the display of columns by using parameter: userColumns.
    • You can modify translations in the headers of the column by using parameters: fields_en, fields_es, fields_de, fields_fr and fields_nl.
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):

• 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.
• 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
  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.

• More info read User details modification.