User Management

Company users with an access level of Owner or Admin can perform the required user management functions. Users can be created, amended or deleted. Only Owner level users can create company Admins.

Click on the icon in the top-right of the window and choose settings

Click on the Users option

To amend an existing user, click Edit. To Delete one, select 1 or more and then click the** bulk actions** option and choose Delete selected

To create a new user, click the New user button

Fields marked with * are mandatory.

Timezone – the default timezone is Europe/London which takes both BST and GMT into account.

Role – user access level

• Admin – All user level permissions plus user & inventory management

• Finance – Access to viewing consignments, account details and invoices/charges only

• Owner – All available options and settings

• Readonly – A “consignment view only” experience

• User – Manages consignment and collection manifest information

Default View Filtered to Channel ref – this optional field can be used to tie a user down to a specific subset of consignments. A use of this could be; if a company has multiple collection sites on their contract, they may wish to lock a user to their own site and unable to view all the others. In consignment creation, the channel ref can be entered via imported CSV or manually created consignments. This must be a 100% match. Whilst this field can be added to any user level, it’s better suited to users with a Readonly access level.

Newly created users will receive an invitation via email which they will then need to click on the registration link and create a password

Company owners will receive email notifications when any type of user has been added to the account.