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

Modified on Thu, 30 Nov 2023 at 11:46 AM

techSHIP Plus supports:

  • Allow a techSHIP Administrator user to create regular users
  • Assign specific permissions over available actions and modules


To create a user you will have to:


1. Open the Maintenance dropdown


2. Click Portal Users



3. Click Add new user


4. Define the fields and permissions




USER CREDENTIALS


  • E-mail: E-mail which will be used to log into techSHIP


NOTE: The e-mail recipient will receive an automated message from Techdinamics to reset the password upon first access.



MAINTENANCE


  • Portal Administrator: Allows adding and managing portal users and their permissions
  • Carrier Administrator: Allows visibility over the Accounts tab under Maintenance > Carriers to set up Carrier accounts from scratch
  • Client Administrator: Allows visibility over the Clients module under Maintenance

ORDERS PROCESSING


  • Allow Order Import: Allows importing orders into techSHIP
  • Allow Manifest Access: Allows access to the Manifest options (Finalize Manifest, Manifest History)

REPORTS


  • Allow reports access: Allows visibility and access to the Reports module



USER PERMISSIONS


  • Allow Closed Import: Allows to Import orders which have already been closed* **
  • Allow Duplicate Import: Allows to Import orders which have already been imported* **
  • Allow Desktop Reprint: Allows to reprint an open order label through the Desktop Client when scanned***
  • Allow Desktop Reprint Closed: Allows to reprint an closed order label through the Desktop Client when scanned***
  • Allow Trace: Allows tracing for low level information visibility
  • Copy Order: Enables the capability to clone orders in the Orders History view
  • Copy Return: Enables the capability to create a return label in the Orders History view


WARNINGS 

* These options will allow to operate with closed or duplicate orders; note that you should cancel any duplicates directly with the Carriers if needed to avoid getting overcharged, and that some carriers will NOT refund you in specific cases

** Should be used with care since there could be risks of deleting or modifying manifested orders, or generating duplicate entries or records 

*** Should be used with care since there could be risks and mistakes due to printing duplicate labels  



5. Press Save to create the user


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