techSHIP MultiSite supports, under specific conditions:

  • Allow a techSHIP Administrator user to create regular users
  • Assign specific permissions over available actions and modules
  • Define a Client access permission structure


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.


USER LIMITED CLIENT VISIBILITY

  • Client codes (csv): Client Codes of the techSHIP Clients you want this customer to have access to; if there is more than one value, these need to be separated by commas (e.g. if Client "Techdinamics" had the code TECH and Client "techSHIP" had the code SHIP and the user needs access to both, the Client Codes' value should be TECH,SHIP


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

  • Allow Reopen/Unlock/Undelete Batches: Allows to enable the user to reopen, unlock or undelete batches.** ***
  • 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**
  • Forcibly Close Manifest: Allows the user to force closing a manifest, even with issues
  • Allow Trace: Allows tracing for low level information visibility
  • Copy Order: Enables the capability to clone orders in the Orders History view
  • Create Return: Enables the capability to create a return label in the Orders History view



WARNINGS 

* These options will allow to operate with closed or duplicate orders; note that you should cancel any duplicates directly with the Carriers if needed to avoid getting overcharged, and that some carriers will NOT refund you in specific cases

** 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