Users

Navigate to Admin > Users.

To create a new user, select + Add new user to arrive to the New user screen to begin the configuration. If you would like to edit a user, select the existing user to make the update.

User Information

Email: Enter the email that will be used by the user to login.

Multi-Account Support: The same user email can exist in multiple accounts. Upon logging in, if a user belongs to multiple accounts, they will be prompted to select which account they wish to enter.

• Parent User: The first time the user is created, that instance becomes the parent.
• Child User: The next time the user is created in another account, that user becomes a child of the parent.

We recommend regularly checking you have access to this email. Password recovery and other features will send emails to this address.

For your network agency accounts, we also recommend keeping an admin user to manage the other agent users. It is not possible to edit or create network agency users from your Backend account.

New password: Enter the initial password that the user will use to log in for the first time. If the correct permission is enabled, the user will be asked to reset the password after the first initial login. Letters and numbers, at least 7 characters, accepted special characters are !@#$%^&*-~.

Password Syncing:

• Child users are created with the same password as the parent.
• Updating the parent user password will automatically update all child user passwords.
• Child users cannot reset their password; only the parent user has this permission.

Re-enter password: Re-enter the password entered in the previous step.

Display name: Enter the name that will be displayed for the new user (This field must be completed if user is to be able use the scanner application to scan fallback codes).

First name: Enter the first name of the new user (This field must be completed if user is to be able use the scanner application to scan fallback codes).

Last name: Enter the last name of the new user (This field must be completed if user is to be able use the scanner application to scan fallback codes).

For any user to have the ability to use the scanner application and scan fallback codes, First Name, Last Name and Display Name field must be completed in the user configuration.

Role: Select the role to be assigned to the new user. NOTE Only a user with Administrator role may assign a new user a role.

Locked: If =true, the user will be locked out of the account.

A user will be automatically locked after several (6) login attempts.

Options

User indicator color: Select the color used to display the user in manifests avatar.

Shift Locations: Select the shift locations which will be available for the user to open a shift for the sales flow. Only into the selected locations, user will be able to open it. By default, "All" option is set.

Allow control to filter menu options. (Alpha): If =true, this will allow the user to enable a filter for use in the Operations menu, the Intelligence menu, and the Admin menu.

Enable shortcuts: This would allow user to use shortcuts.

Assignable to Manifest: If =true, the user will be able to be assign to manifests (ex: A Driver).

Scanner App Limitation: If a user exists in multiple accounts, they cannot log into the scanner application.

Can see all trips in drivers app: This will enable visibility of all available trips in the trips page for the Scanner/Driver's app.

Force SSO: This will make the use of a SSO integration mandatory.

Starting Screen: Configuration in this option will direct the user to one of the following home screens directly after completing login: Sales, Dashboard, 5 Day Outlook and Manifest.

Language: Select the default language for the user.

Default Origin Station: Selecting a station will default the sales flow to have the Origin station always selected as the selected station.

Default Destination Station: Selecting a station will default the sales flow to have the Destination station always selected as the selected station.

Multi-factor authentication (MFA)

Multi-factor authentication (MFA) adds a second step to sign-in by requiring a one-time code from an authenticator app.

• MFA status: On Admin > Users, the list indicates which users have MFA enabled.
• Enable MFA for a user: Open the user for editing and use the Enable MFA action in the MFA section.
• Disable MFA for a user: For a user who already has MFA enabled, use the Disable MFA button on the user edit page.

Scanner Badge

Email Scanner badge: Selecting this button will create and email the user a pdf of the scanner QR badge.

Print Scanner badge: Selecting this button will create and download a pdf of the scanner QR badge.

Note: Users existing in multiple accounts will be unable to log into the scanner app even if a badge is generated.

Check in Information

The information captured in these fields will be used as the check in information of the user when is assigned to a manifest. These fields are configured in the menu Administration > Check in.

Click Save to save your changes and/or updated user settings.

Password recovery

In case you lose your password or access to your account, you can use the Forgot my password link.

Important: Child users cannot reset their password. This feature is only available to the Parent user.

An email will be sent to the address you used (if the user exists), so you can change your password.

After finalizing your account set up, click on the following link to continue with your mandatory admin configuration steps.