Users (Classic Operations App)
- Michelle Cabaya (Unlicensed)
- Rachael Rymon (Unlicensed)
This page is for the Classic Operations App. For the Operations App please see Users.
The Users section is where you can edit and view users and their permissions. 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.
To access Users go to Maintenance > Users.
User Templates
The baseline database comes with 4 templates: Accountant Template, CSR Template, Dispatcher Template, and Manager Template. You can create new templates by following the How to Add a New User or Template steps below.
Quick Tip: When creating new templates, name the template for the position in your company and add "Template" to the end for the Permissions for field. For example "Route Dispatch Template". Cloud customers should add their four-digit customer ID to the end. For example "Route Dispatch Template-9999".
How to Add a New User or Template
If you are a Cloud customer, you will add a new user or template to create new users from the Cloud Client window under Resources. See How to Correctly Add or Delete a User Login from Your Account in Cloud Client.
Go to Maintenance > Users.
Click the New button in the toolbar.
Alternate steps:
Click the arrow next to the New button.
Click Users.
Copy a User
Go to Maintenance > Users.
Right-click on the user, you would like to copy, the User ID will be highlighted in blue, and select Copy.
Enter a new unique user ID.
How to Edit a User or Template
Go to Maintenance > Users.
Double-click the user you would like to edit.
Click the save button at the bottom.
In the top menu go to Tools > Refresh Permissions, or exit and relaunch the Classic Operations App to refresh permissions to ensure changes are applied right away.
How to Delete a User or Template
Go to Maintenance > Users.
Right-click on the user you would like to delete, User ID will be highlighted in blue, and select Delete.
How to View the Audit Log for a Permission Set or Template
To view changes that have been made to this user or template, click the Audit Trail button at the bottom of the user form.
User Form
Field Name | Description |
|---|---|
Permissions for | The user ID, or username, of the user. |
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" select box, press the delete key then the enter key. |
Web Access | |
Password | Password for all web services including Operations, X Tracking, and API usage. |
Confirm Password | |
| |
(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.
|