techSHIP Plus supports:

  • Allow a techSHIP Administrator user to create regular users
  • Assign specific permissions over available actions and modules


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.


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

  • Can reopen/unlock/undelete batches: Allows to reopen, unlock or undelete batches, even after manifesting*
  • 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 

* These options will allow to reopen a closed batch, unlock a currently processing batch, or undelete batches; note that some carriers will NOT refund you even if you reopen a manifested batch and void orders, for example, Canada Post

** 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