Users
- Michelle Cabaya (Unlicensed)
This page is for the Operations App. For the Classic Operations App please see Users (Classic Operations App).
The Users section is where you can edit and view the Operations App permission sets, which are used for most sections within the Operations App. For example, if you have a CSR that needs access to Order Entry and Dispatch functionality, but you don’t want them to have access to accounting or driver settlements, you can deselect those specific permissions on the CSR's permission set.
To get to the Users section, go to Maintenance > Users.
How to Edit User Permissions or User Permission Template
Edits to the permissions of a logged-in user(s) will not be applied until the user(s) have logged out and logged back in.
Go to Maintenance > Users.
Click the user you would like to edit or click the action menu at the end of the row and select Edit.
Click the save button at the bottom.
Quick Tip
You can open 2 edit forms by selecting the checkboxes of the users and clicking the edit pencil icon in the top right.
How to View the Audit Log for a User Permission Set or Template
To view changes that have been made to this permission set or template, click the action menu and select Audit Log at the bottom of the permissions form.
User Form
Use the Filter search to easily find permissions, or click Toggle All to check or uncheck all permissions.
Quick Tip: Click the documentation icon to view documentation related to the section that the permission applies to or see User Permissions - Definitions for more information.
Field Name | Description |
|---|---|
User Name | The user ID, or username, that the permissions are for. |
User Type |
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Inherit Permissions From | Allows a user to inherit permissions from a template or an existing user. Users who inherit permissions from a template or another user have an identical set of permissions. If a change is needed, edit the parent template and those changes are seen in all users who inherit those permissions. To remove inheritance and create an individual user setting, click "Inherit Permissions From" button, and select the blank option at the top of the drop-down selection. Setting Inherit Permissions From will remove any record of previous permissions for this user. |
Password | Password for all web services. For example X Tracking and the API. |
Confirm Password | |
Search | Seach form to help easily find permissions. |
Permissions | Update permissions by checking boxes for functions the user needs to access, and unchecking boxes for functions the user cannot access. To view, select, or deselect permissions for the users, click on the plus sign next to each section to expand the view and drill into each permission category.
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