Click Add User to add a new client user, or click Edit User to edit the selected user
Click Export to Excel if you'd like to export this listing to a Microsoft Excel (.xls) file
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Field/Button |
Description |
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Login |
Enter the unique login for this client user. |
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Password |
Enter the password for this login. When editing a user account, this field will show blank. To change the user’s password, simply enter the new password in this field. |
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Name |
Enter the full name of the user, for account identification purposes. |
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Flags |
When creating a new account, Enabled will be checked by default. To deactivate this user account, de-select this box. Select the Delete checkbox to delete the user account. |
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Import Options |
Click on this button to open the Client Import Options, if you have the Proforma Import option activated by our staff. |
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Customer # |
Enter the customer number with which this client user is associated. For a broker user logging in as a client, you can select 1001 for all clients. |
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|
Enter the email address for this client user. |
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User Access Checkboxes |
Check the applicable boxes for this user: Proforma – Allows this user to create proformas Freight Checkboxes – Not currently used Broker Documents – Gives this user access to the broker documents User can access ALL clients – Gives this user access to all clients Limited to Rep Code – Limits access only to clients that have the specified rep code in their broker profile. This is used for sales reps, clients with multiple branches, and teams. File Formatter Tag – This is used for clients with customized proforma imports Auto-release - When a proforma is created on the shipper side, a notification email will be sent out. |
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Proforma Validation Level |
Choose the appropriate validation level for this client user account: Lowest – Issues a warning on all detected errors Medium – Some errors will prevent save; others will only issue a warning High – All errors will prevent save Disable – Select to disable validations for this client user account |
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Verify Tax ID is on file |
Check this box if you would like to verify that the Tax ID is on file for transactions created using this client user account. |
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OK/Cancel |
Click OK to save this client user account and return to the management menu. Click Cancel to cancel without saving the account. |
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Field/Button |
Description |
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User can import proforma data |
This box must be checked to allow this client user access to the proforma import option. |
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If product code is not found |
Choose the desired action to be performed if an imported product code is not found in the product list. |
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If product code is found in product list |
Choose the fields in which you’d like imported data to overwrite the existing data found in the product list. Ex. if Tariff is selected, the HTS found in the import file will overwrite the HTS found in the product list for this product code. |
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Save/Cancel |
Click save to save this screen and return to the client user profile screen. Click Cancel to exit without saving. |