Proceed as follows:
- You must have the role of I_CLIENTADMIN and know the user’s name, ID, and email address.
- From the Office, go to User administration – Users, then click New.
- 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.
- 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.
- 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. - Click Save & close to save your changes.
- Finish by sending the login data and URL for the Carrier Connect app to the user.
Comments
Please sign in to leave a comment.