Navigation Menu: Settings/Administration
Objective: Give access to a user by setting up the rights to access different modules for billing, inventory management, and/or ordering.
Click on "Administration" from within the "Settings" menu
You will be taken by default to the "User Administration" page.
Click on "New User" to create a new account:
Fill in the mandatory fields (the password is generated automatically) then click Ok
- By default, you will be taken to the "Access" tab
Click on to define the administration settings and give the user access to specific modules.
The account root is selected; you can click on " Create access " to give access rights to all of the billing data of a client.
You can configure the access to only certain areas by navigating through the file structure and selecting a level of the client or operator organization. Then click on " Create access "
This window appears which allows you to give the user access to different modules:
Click on " Read/Write " to give the user access or " No Access " to deny access.
If you would like to add the "Mailings" tab for a login, click on "+" in the Report 360 area and check the box "Show mailing tab".
If the module for fleet management and ordering has been activated, you can configure the functionalities in the following tabs:
- The tab " Order and inventory management profiles by pool " :
Select the user's client management pool, the ordering profile as well as the fleet management profile:
- The tab " Order Type " :
Select the order type(s) the user will have access to
- The tab " Carrier accounts " :
Select the carrier(s) account(s) for which the user is authorized to place orders.
- The tab " AuthorizedDistributor" :
The information in this tab is optional.
If there are multiple distributors for the same pool, you can enable the user to only be able to place orders for the distributors you select.
You just need to select the authorized distributors for each order type.
- The tab " Billing validation profile" :
This tab allows you to assign a workflow profile for bill validation.
This setting is directly linked to the module "Bill Monitoring " which allows you to breakdown bills, monitor pricing, export an ERP, etc.