User ID

Alphanumeric username the internet user uses to log in.

Set Temp Password

Only visible with permission when editing an internet user. Allows a superuser to use a temporary password to log in as the internet user. See How to Use a Temporary Password as a Superuser

Name

Internet user's name. This can be alphanumeric and is displayed when logged in.

Password

Internet user's password. 

Password Confirm

Confirm the internet user's password.

Email Address

Internet user's email address.

Phone

Internet user's phone number.

Rate Adjustment

Rate adjustment at the internet user level that does not apply to any other customers.

Rate By Percent

Enable rate adjustment as a percent rather than a dollar amount.

Default Service Type

Internet user's default service type. See Service Types (Classic Operations App).

Default Billing Group

Internet user's default billing group. Billing Groups are added/edited in the References tab on the customer record. See Customers - New/Edit Customer. 

The lock icon Image Modified

disable's the internet user's ability to change the Billing Group when placing orders.

Inet Options

Approved

Approve the internet user, allowing them to log in. 

Hide Rates

Hide order rates from the internet user.

Allow Accessorial Charges

Allow the internet user to add accessorial charges to an order.

Allow Viewing Invoices

Allow the internet user to view their invoices.

Edit Delivery Ready Time

This will allow the internet user to edit the Delivery Ready time, which is the time at which the delivery for the order can be made.

Example

You pick up a package from the customer at 12:00PM , and the delivery is 5 miles away but the delivery location is not able to receive delivery's until 3:00PM. The internet user will be able to specify that delivery ready time.

Hide Inactive Route Stops

Hides all route stops that have been deactivated.

Hide Deliver By Time

Hides the "Deliver By" time

for the internet user

.

View

Route Stops

Allow the internet user to view their

route stops.

Modify Route Stops

Allows the internet user to

edit their route stops.

Allow Rapidship Client Access

Allows the internet user access to use Rapidship Client.

See Rapidship Client. 

Allow Address book access

Allows the internet user to access the address book online.

Prevent Address Entry

Prevents the internet user

from adding new entries to the address book. 

View

Account Reports

Allows the internet user to view

their account reports.

View Detail Tracking

Allows the internet user to view their account reports.

Allow Password Change

Allows the internet user to change their password.

Never accept credit cards

Disable the ability to accept a credit cards payment from the internet user.

Visible only when credit cards are set up. See Setting Up Credit Card Processing.

Accept credit cards

Allows the

internet user to make a payment with a credit card

.

Visible only when credit cards are set up

. See Setting Up Credit Card Processing.

Only accept credit cards

Requires all orders placed by the internet user to be paid with credit cards only.

Visible only when credit cards are set up. See Setting Up Credit Card Processing

.

Auto Print Shipping Label

Automatically print the selected shipping label once the internet user places an order. 

Misc Inet Options 

Misc Inet Options - the Client Portal

Map Base Validation

Allows the internet user to use a map and pushpin to validate an address.

Allow Cart Checkout

Allows internet user to use the cart checkout in

the Client Portal. See Place Order.

Place from Recent Orders

Allows internet user to view recent orders from the

Client Portal Place Order page and select post-order options. See Place Order.

Place from Recent Templates

Allows internet user to view and use saved templates in

the Client Portal. See Order Templates

.

Edit Order

Allow internet users to edit orders in

the Client Portal until the selected status event. 

• Use Global Option

• Never

• Until Dispatch

• Until Confirmation

• Until Pickup*

* “Until Pickup” is defined as when the driver marks the order as “Arrived”.

Cancel Order

Allow internet users to cancel orders in

the Client Portal until the selected status event. 

• Use Global Option

• Never

• Until Dispatch

Misc Inet Options - X Internet

Address Book Pop Up

The internet user's address book will pop up in a window instead of a drop-down list on the order entry page in X Internet. See Internet User Address Book Pop Up

Misc Inet Options - Web Services

Allow Rating Override

Allows the internet user to override Base, Pieces, and Weight rates when placing orders or route stops.

Allow Web Service API

Allows the internet user to access the web service API

. 

Primary Customer ID

Primary customer, the internet user is associated with. 

This tab lists all your other customers. Checking any of the boxes will allow this internet user to place orders, track orders, etc. for any other customers they are associated with.

Use the "Remove All" button to uncheck all the boxes for other allowed customer account.

Custom Procedures Tab (Allowed Custom procedures)

This tab lists any custom procedures. Checking the box will allow the internet user access to the custom procedure. See Custom Procedures.

X Route (Allowed Route Drivers)

If "Advanced Driver Permissions" is enabled and a driver is selected, the internet user will only see routes assigned to the selected driver(s).

If "Advanced Driver Permissions" is disabled, the internet user will see all routes associated to the allowed customer ID(s) for the internet user.

Address Book  (See Internet User Address Book)

Private - user addresses are not shared

The internet user's address book private and not accessible to any other internet user.

Group - user shares address book with everyone in group:

Shares an address book with the specified group. Any internet user under the same customer using this group option and the same specified group will have access to this address book.

Example

User A and User B's Internet User Address Book option is set to Group CXT. If User A enters an address, then User B can see and edit User A's entered address.

Consolidated

Allows the internet user to share the address book with all other internet users using the consolidated option.  

Example

User A and User B's Internet User Address Book option is set to Consolidated. If User A enters an address, then User B can see the address, but cannot edit it

Address Book (Button)

This button will open the internet users address book.

Default Origin Address

Displays the default origin

address set up by the internet user.

Using the "Clear Default" button will remove the default address

.

Default Destination Address

Displays the Default Destination address set up by the internet user.

Using the "Clear Default" button will remove the default address.