User Management
Overview
The User Management tab is available for all admin users to manage the accounts assigned to the defined environment.
Navigation:
Administrator users can navigate to "Profile" in the top right corner of the page and then click on "Settings".
Once in settings, you can navigate to "User Management" to access users and permissions:
Admin users can then Create, Edit or Deactivate a user account from this screen below:
Creating A New User Account:
When clicking the "Add User" button, a pop up window will appear to create a new user account.
Here the admin user will be required to provide an email address and well as a first name, last name, and phone number for the new user.
Roles Types:
- The admin user will then select a role type for that users account. Below are the three (3) types of roles a profile can be assigned:
- Owner: complete access to user accounts, all applications, etc. Primary owner for all accounts within the organization.
- Administrator: complete access to user accounts, all applications, ability to set custom views, custom notifications, and system preferences for the entire organization.
- Ops: standard user account. Has completely customizable user / page permissions that can be selected from the "Application Access" list
Once the admin user has finished making the relevant account permission changes, click the "Save User" button.
If you have any questions please don't hesitate to reach out to our Freight Visibility Support Team