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This page is for the Operations App. For the Classic Operations App please see Internet Users (Classic Operations App). |
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An internet user is a user that has access to the client portal and other web service based applications.
To get to the Internet Users section, go to Maintenance > Internet Users.
How to Create a New Internet User
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How to Edit an Internet User
Go to Maintenance > Internet Users.
Click the internet user you would like to edit or click the action menu at the end of the row and select Edit.
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Quick Tip: You can open 2 edit forms by selecting the checkboxes of the internet users and clicking the edit pencil icon in the top right. |
How to Delete an Internet User
Go to Maintenance > Internet Users.
Check the checkbox of the internet user(s) you would like to delete.
Click the delete button in the top right.
Internet User Form
General
Field Names | Description | ||
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User ID | Alphanumeric username the internet user uses to log in. | ||
Approved | Approve the internet user, allowing them to log in.
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Password | Internet user's password. | ||
Confirm Password | |||
Name | Internet user's name. This can be alphanumeric and is displayed when logged in. | ||
Primary Customer | Primary customer, the internet user is associated with.
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Email Address | Internet user's email address. | ||
Phone | Internet user's phone number. | ||
Default Service Type | Internet user's default service type. See Service Types. | ||
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 disables the internet user's ability to change the Billing Group when placing orders. It is green when enabled. | ||
Rate Adjustment | Rate adjustment at the internet user level that does not apply to any other customers. Select the $ for rate adjustment by dollar amount or % for rate adjustment by percent. The selected rate adjustment type will be highlighted green. | ||
Auto Print Shipping Label | Automatically print the selected shipping label once the internet user places an order. This will automatically populate the print dialog box in the Client Portal unless using a Microsoft Edge or Internet Explorer web browser where a PDF will be generated with options at the bottom of the page to open, save, or cancel. The check next to the selected shipping label will be green when enabled.
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Set Temp Password |
Allows a superuser to create a temporary password to log in as the internet user. See How to Use a Temporary Password as a Superuser. | ||
Save As Template | Use the entered and selected information as a template to create new internet users. |
Options
The Options tab is where you can control internet user permissions in the customer portal and when using X Web Services/API.
Field Name | Description | ||
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Allow Password Change | Allow the internet user to change their password. | ||
Show Rates | Allows the internet user to see rates while both placing orders in the Shipment Order form and in the Track Order tab of the Client Portal. | ||
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. | ||
Allow Address Book Access | Allows the internet user to access the address book online. | ||
Allow Address Entry | Allow the internet user to add new entries to the address book and use the Google Places, Drop Pin, and Manual Entry functionality when adding in new addresses during order entry | ||
Allow 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. | ||
Show Deliver By Time | Display the "Deliver By" time to the internet user.
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View Account Reports | Allow the internet user to view their account reports. | ||
View Route Stops | Allow the internet user to view their route stops. | ||
Modify Route Stops | Allows the internet user to complete route stopsedit Route Stop info in the Route Tracking tab of the Client Portal, including parcels and parcel barcodes. | ||
View Inactive Route Stops | Allow the internet user to view route stops that have been deactivated. | ||
View Detail Tracking | Allow the internet user to view their account reports. | ||
Accept Credit Cards | Select whether or not the user can use a credit card to pay for an order online.
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Allow Map Base Validation | Allow 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. | ||
Create 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. | ||
Create from Recent Templates | Allows internet user to view and use saved templates in the Client Portal. See Order Templates. | ||
| Limit the orders that the user can track to only orders placed by the internet user, and not all orders placed associated with the selected customers in the Customers tab. See Limit Order Tracking for Multiple Client Portal Users. | ||
View User Profile | Allow the user access to the User Profile page in the Client Portal. | ||
Display Driver Location | Controls the visibility of the driver’s current location map pin in the Client Portal
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Default Order Type | The selected default order type for the internet user in the Client Portal Place Order page.
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Edit Order | Allow internet users to edit orders in the Client Portal, including parcels and parcel barcodes , in the Client Portal Parcel Tracking tab, until the selected status event is reached. Requires "Edit Order" to be enabled (checked) in the global options Internet Options tab. See Global Options.
* “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 is reached. Requires "Cancel Order" to be enabled (checked) in the global options Internet Options tab. See Global Options.
* “Until Pickup” is defined as when the driver marks the order as “Arrived”. | ||
Email Address |
Email address(es) that will be defaulted onto the Client Portal orders to automatically receive status update notifications. Separate multiple entries with a semicolon ";". | ||
Email/SMS Text Alerts |
Email address(es) and/or phone number(s) that will be defaulted onto the Client Portal orders to automatically receive status update notifications. Separate multiple entries with a semicolon ";". | ||
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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 | ||
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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. | ||
Address Book
The Address Book tab contains information about the internet user's address book and default addresses.
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The Lookup Barcode for addresses in the internet user's address book will be specific to the internet user. |
Field Name | Description | ||
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Private | The internet user's address book private and not accessible to any other internet user. | ||
Consolidated | Allows the internet user to share the address book with all other internet users using the consolidated option.
ExampleUser 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 | ||
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. You must enter a Group name when selecting this option. ExampleUser 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. | ||
Default Origin Address | Displays the default origin/destination address set up by the internet user. To clear the default address, click the red X.  | ||
Default Destination Address | |||
Search Address Book | Search internet user's addresses to find and edit or set a default origin/destination address. Click on the address to edit the address.  | ||
+ | Add a new address to the internet user's address book | ||
Address Book (Button) | This button will open the internet user's inet address book. |
Inet Address Book
Use the + button in the top right to add new addresses or click on a row to open an inet address book record. You can also right-click on a row to Copy To, Set as default origin address, Set as default destination address, or Delete.
When copying an address(es), the User ID, Barcode, and Address Book Group will not be copied.
Customers
The Customers tab lists all the customers other than the Primary Customer in the General tab whose Account Status is not "Inactive" or "Blacklisted". Checking any of the boxes will allow this internet user to place orders, track orders, etc. for any of the customers they are associated with.
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Users cannot place orders for customers who are marked as "Inactive" or "Blacklisted," even if these customers are listed under the user's "Other Allowed Customers" on the internet user record. |
X Route
The X Route tab has the Advanced Driver Permissions and a list of drivers.
If Advanced Driver Permissions is enabled and a driver is selected, the internet user will only see routes and route stops assigned to the selected driver(s). If no drivers are selected, the internet user will not see any route stop data.
If Advanced Driver Permissions is disabled, the internet user will see all routes associated with the allowed customer(s) for the internet user.
Custom Procedures
The Custom Procedures tab lists custom procedures that are or can be accessible to the internet user and the option to allow the user to print and email shipping labels in the Client Portal. See Custom Procedures for more information.
Contract Stop Alerts
The Contract Stop Alerts tab configures alerts to Client Portal users attempting to place an order that can be accomplished on their already scheduled route stops. See Contract Stop Alerts.
Field Name | Description | ||
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Contract Stop Alert Enforcement |
The type of alert message the internet user will receive for contract stop alerts.
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Contract Stop Alert Message | The contract stop alert message displayed to the internet user. This will be either a Global Alert Message or Internet User Alert Message depending on the selected Contract Stop Alert Enforcement.
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Available Contract Stops | Contract stops that are assigned to the internet user's approved customers. | ||
Selected Contract Stops | The selected contract stops to be used for the contract stop alerts. |
Action Menu
Audit Trail
The audit trail displays changes made to the internet user record as well as which user made the changes and when.
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For information to be logged, the Internet Users option must be selected in the Classic Opertations App top menu, Tools > Audit Options. See Audit Options. |