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

Modified on Thu, 01 Sep 2022 at 06:55 PM

techSHIP Enterprise supports, under specific conditions:

  • Allow a techSHIP Administrator user to create regular users
  • Assign specific permissions over available actions and modules
  • Define a Client access permission structure


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.



USER LIMITED CLIENT VISIBILITY


  • Client codes (csv): Client Codes of the techSHIP Clients you want this customer to have access to; if there is more than one value, these need to be separated by commas (e.g. if Client "Techdinamics" had the code TECH and Client "techSHIP" had the code SHIP and the user needs access to both, the Client Codes' value should be TECH,SHIP



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 

* 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


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article