Commercial and in Confidence
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Contents
Document Controls
Table of Figures
1. Introduction
2. User Roles
2.1 Access Per User Role
3. Configuring Access for Customer Users
3.1 Updating Access for Existing Users
Figure 1 - Access by user role
Figure 2 - Add a User screen
Figure 3 - Customer user role selected
Figure 4 - Shipment Processing option selected
Figure 5 - Search for a user account in Users screen
Figure 6 - Update user's access
The Intelligent Shipper system contains several user roles that restrict the access users have to the system, so that each user only has access to the functionality required for their role.
Note: A user account can only have one user role assigned.
This manual describes the system functionality that each user level has access to and shows how Customer user accounts can be configured to access specific areas of functionality.
The following user roles are available in Intelligent Shipper, in the following hierarchy:
These user roles are explained in more detail throughout this document.
The table below lists the access that each user role will have to the Intelligent Shipper menu options. For Customer level users, access will be configured for each user individually, so that it can be tailored to the functionality that the user needs to be complete their activities.
Functionality | Depot | Pack | Customer | Customer Admin | Customer Service | System Admin |
---|---|---|---|---|---|---|
Dashboard | Yes | No | Access will be configured for each user individually. See Configuring Access for Customer Users for more information | Yes | Yes | Yes |
Shipment Search | No | No | Yes | Yes | Yes | |
Shipment Processing | No | No | Yes | No | No | |
Tracking | Yes | No | Yes | Yes | Yes | |
Reporting | No | No | Yes | Yes | Yes | |
Manifest History | No | No | Yes | No | Yes | |
Quotation | No | No | Yes | Yes | Yes | |
Till Scanning | No | Yes | No | No | No | No |
Lanes | Yes | No | No | No | No | No |
Pallets | Yes | No | No | No | No | No |
Bags | Yes | No | No | No | No | No |
Scanning | Yes | No | No | No | No | No |
DC Scanning | Yes | No | No | No | No | No |
Maintenance | No | No | Yes | Yes | Yes | Yes |
Maintenance Functionality | ||||||
Address Book | N/A | N/A | Yes | Yes | No | No |
Agents | N/A | N/A | No | No | No | Yes |
Agent Rate Cards | N/A | N/A | No | No | No | Yes |
Agent Surcharges | N/A | N/A | No | No | No | Yes |
Bulk Mailing Templates | N/A | N/A | Yes | Yes | No | No |
Countries | N/A | N/A | No | No | No | Yes |
Currencies | N/A | N/A | No | No | No | Yes |
Customers | N/A | N/A | No | No | Yes | Yes |
Customer Rate Cards | N/A | N/A | No | No | No | Yes |
Customer Routing Overrides | N/A | N/A | No | No | No | Yes |
Departments | N/A | N/A | No | Yes | No | No |
Email Templates | N/A | N/A | No | No | No | Yes |
FTP Hosts | N/A | N/A | No | No | No | Yes |
Goods Description | N/A | N/A | Yes | Yes | No | No |
Integrations | N/A | N/A | No | No | No | Yes |
Label Options | N/A | N/A | No | Yes | No | No |
Package Types | N/A | N/A | Yes | Yes | No | Yes |
Hold Reasons | N/A | N/A | Yes | Yes | No | No |
Routing Exceptions | N/A | N/A | No | No | No | Yes |
Scanning Locations | N/A | N/A | No | No | No | Yes |
Services | N/A | N/A | Yes | Yes | No | Yes |
Silent Printing | N/A | N/A | Yes | Yes | No | No |
Service Enhancements | N/A | N/A | No | No | No | Yes |
System Maintenance | N/A | N/A | No | No | No | Yes |
Tracking Milestones | N/A | N/A | No | Yes | No | Yes |
Users | N/A | N/A | No | Yes | Yes | Yes |
Webhooks | N/A | N/A | No | No | No | Yes |
Figure 1 - Access by user role
NOTE 1 – The DC Scanning functionality will only be accessible to Depot users if this has been enabled for the system in the System Maintenance screen.
NOTE 2 – Customer users will only have access to Bulk Mailing Templates if they have access to the Bulk Mailing shipment processing functionality.
NOTE 3 – Package Types created by Customer or Customer Admin users will apply to that customer account only and are used when creating shipments via the Booking Wizard and repacking shipments. Package Types set by System Administrator level users apply at system level and are only used in the DCOUT Weight & Dimensions screen. The Package Types screen is only available to System Admin users when DC Scanning is enabled.
NOTE 4 – Customer users will have access to a read-only view of the Hold Reasons screen. Customer Administrator users will only be able to add, edit and delete Hold Reasons for their Customer account.
NOTE 5 – The Scanning Locations screen will only be available to System Administrator users when DC Scanning is enabled in the system.
NOTE 6 – Customer and Customer Administrator users will have access to a read-only view of the Services screen to see the services that have been setup for their account.
NOTE 7 – Customer Administrator users will only be able to add, edit and delete Customer or Customer Administrator users for their customer account. A customer account must have at least one user assigned, so it will not be possible to delete all users from the customer account. NOTE 8 – Customer Service users will only be able to add, edit and delete other users of their user role or below. E.g. a Customer Service user cannot access System Administrator user accounts. NOTE 9 – System Administrator users will be able to add, edit and delete Depot, Customer, Customer Administrator, Customer Service and other System Administrator accounts.
NOTE 10 - The Webhooks screen will only be available to System Administrator users when DC Scanning is enabled in the system.
For Customer level users, all functionality except the Maintenance functions must be configured for each user individually when the user account is created.
Figure 2 - Add a User screen
Figure 3 - Customer user role selected
NOTE: If the user is given access to the Dashboard, this is the first screen that will be displayed when they login to the system. If the user is not given access to the Dashboard, they will be directed to a landing page allowing them to access all functionality they have been given access to.
NOTE: If Shipment Processing is selected for a user, they will automatically be given access to the Manifest History screen.
NOTE: This will also give the user access to the Bulk Mailing Templates maintenance screen.
Figure 4 - Shipment Processing option selected
Once a Customer user account has been created, the access they have to the system can be changed via the Edit User screen.
Figure 5 - Search for a user account in Users screen
Figure 6 - Update user's access