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

Table of Figures

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

Introduction

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.

User Roles

The following user roles are available in Intelligent Shipper, in the following hierarchy:

• Depot - operational users who will be scanning shipments in a depot or processing facility.

• Pack – shop floor staff packing orders and carrying out till pack scanning to generate labels.

• Customer – the core users of the system who will be creating, processing and closing out shipments. This user role will be assigned to a customer account.

• Customer Administrator – Administrator user for the customer account they are assigned to. These users are created by selecting the "Customer" role and selecting the "Administrator" option.

• Customer Service – an operative in your Customer Service or Support team who will be handling queries from customers. This user role will not be assigned to a customer account and so will be able to view data for all customer accounts in your system.

• System Administrator – the administrator who will be setting up and maintaining the system. This user role will not be assigned to a customer account and so will be able to view data for all customer accounts in your system.

These user roles are explained in more detail throughout this document.

Access Per User Role

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.