Configuring Carrier Connect users and assigning roles

Proceed as follows:

• You must have the role of I_CLIENTADMIN and know the user’s name, ID, and email address.
1. From the Office, go to User administration – Users, then click New.
2. On the User sheet, enter all the desired information. Complete the required E-mail address field so that you can use the “Forgot password” feature at login.
3. If you wish to add roles, switch to the Roles sheet and click Add. Here you can select from among the following roles:
   – I_CLIENTADMIN: The role grants administrative access to client-specific settings such as user administration.
   – I_CAI_MANIFESTPICKUPS: This role lets you run pickups (end-of-day settlements), including re-uploading EDI messages.
   – I_CAI_EDITMASTERFILEDATA: This role lets you edit master data in the carrier configuration.
   – I_CAI_SETUPCARRIERS: This role lets you set up a new carrier configuration in the master data.
   – I_CAI_HIDECOMPANYMASTERFILEDATA: This role blocks access to the companies master data.
   – I_CAI_COMPLIANCEHANDLING: This role grants the right to handle compliance matches.
   • If you don’t assign any of these roles, the new user is assigned the role of I_EVERYONE.
4. The Package processing (User) sheet lets you configure additional user settings:
   – Assign a default shipping point: Default settings – Default shipping pt.
   – Assign a preferred language: Default settings – Pref. message lang.
   – Modify the shipping order view: Display settings – SO view mode
   – Modify the package view: Display settings – Package view mode
   – Offer the option to filter by a specific shipping point: Filter – Shipping pt.
   – Offer the option to filter by a specific data range: Filter – Disp. date range from
   – Indicate whether a shipping order should be opened in read-only mode: Display settings – Open SO , Opening shipping orders for users in read-only mode.
5. Click Save & close to save your changes.
6. Finish by sending the login data and URL for the Carrier Connect app to the user.