How to create a user and assign permissions (General) [Step-by-Step guide]

Modified on Tue, 10 Sep at 3:34 PM

techSHIP now supports adding users and setting different permissions and visibility for them.


NOTE: If your organization still doesn't have a techSHIP Administrator user, or you need to change it, please open a support ticket and attach the following form available at the bottom of this article properly filled out, so techSHIP support can enable the authorized person to access these features.


WARNING: The form must be signed by someone who has binding authority to sign for the company (typically area manager or higher position). 


The requirements and limitations are bound to the following conditions:

  • You are logged in as a techSHIP Administrator user
  • The techSHIP package you have contracted (Standard, Plus, MultiSite)


 


Platform AccessCreate Regular UsersAssign
Access/Action Permissions
Assign Client Level Visibility
Regular User 
techSHIP Admin (Standard)
techSHIP Admin (Plus)
techSHIP Admin (MultiSite)  


Each element is defined as:


  • Platform Access: Access to techSHIP portals and applications based on the permissions provided by the techSHIP Administrator
  • Create Regular Users: Allows to create users that have general platform access (all modules but user creation)
  • Assign Access/Action Permissions: Allows to modify the general platform access to restrict access or allow additional permissions to techSHIP modules (Manifest, Maintenance, etc) or actions (import closed orders, reprint processed orders, etc)
  • Assign Client Level Visibility: Allows to limit the user visibility of the portal to a Client or a group of Clients. 


Depending on your techSHIP package, follow the guides below to create new users:




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