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User Management

In this section:
Account Admin -­ Company Control Panel -­ Company Display Settings - User Management page

You can use the User Management page to manage users, including the following:

  • adding users

  • editing users

  • activating/ disabling users

  • changing permission levels for users

  • see when they last logged in

    Note

    Currently, this does not include logins via Single Sign-On (SSO).

  • reset passwords for users

Note

This section is only accessible for users with Admin access to the Controlant Platform (SCM).

In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.

The User Management page appears.

Account Admin -­ Company Control Panel -­ Company Display Settings - User Management actions
Account Admin -­ Company Control Panel -­ Company Display Settings - User Management filters
Table 10. User Management page - actions

Item

Description

Account Admin -­ Company Control Panel - User Management - Add user button

Adds a user.

Actions

Perform an action on selected users:

  • Activate Users - activates selected users

  • Disable Users - disables selected users

  • Reset Passwords - resets passwords for selected users

Export selected

Exports a list of selected users.

You can select the format to export to:

  • CSV - export in a comma separated values file format

  • XLSX - export in Excel file format.

Search conditions

Search condition

Select a condition to search or filter by.

  • Username - search by user name

  • Email - search by email address

  • Status - filter by status of user. Select one of the following:

    • Active - filter by active users

    • Disabled - filter by disabled users

  • Access level - filter by access level of user. Select one of the following:

    • Normal - filter by users with access level normal

    • Elevated - filter by users with access level normal

    • Admin - filter by users with access level normal

  • Last login - filter by date user last logged in.

    • From - start of date range you want to filter by

    • To - end of date range you want to filter by

Account Admin -­ Company Control Panel - User Management - Search button

Searches/ filters by the conditions provided.



Account Admin -­ Company Control Panel -­ Company Display Settings - User Management page - User list
Table 11. User Management page - User list table

Item

Description

Username

Username of user.

Email

Email address of user.

Status

Status of user:

  • Active -

  • Disabled -

Access level

Access level of user:

  • Normal -

  • Elevated -

  • Admin -

Last login

Date user last logged in, in DD MMM YYYY format.

For users that have never logged in, this will say Never logged in.

Note

Currently, this does not include logins via Single Sign-On (SSO).

Actions

Actions you can perform on the user.

Depending on user status, you will see some of the following options:

  • View/Edit User - click to view or edit user

  • Disable User - click to disable user

  • Activate User - click to activate user

  • Reset Password - click to reset password for user



SCM has the following types of user roles:

  • Access: Normal users have read-only access to all global shipments, loggers, and global locations. This means they can only view shipments, loggers, locations, projects, project shipments, and project locations to which they have access.

  • Projects: For specific projects, user must be granted access.

  • Access: Elevated users have read and write access to all global shipments, loggers, and global locations. This means they can view, edit, and create shipments, locations, projects, project shipments, and project locations to which they have access.

  • Projects: For specific projects, user must be granted access.

  • Access: Admin users have read and write access to everything. This means they can view, edit, and create shipments, locations, projects, project shipments, and project locations without restriction.

  • Projects: Admins can freely create any project-related item.

  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.

    The User Management page appears.

    Account Admin -­ Company Control Panel - User Management - User list
  2. Click Add user.

    Account Admin -­ Company Control Panel - User Management - Add user button

    The Add a user page appears.

    Account Admin -­ User Management - Add a user dialog
  3. In the Username box, type a username for the user.

  4. In the First Name box, type the first name of the user.

  5. In the Last Name box, type the last name of the user.

  6. In the Email box, type the email address of the user.

  7. If you want to add a phone number for the user, in the Phone number box, type the phone number, in ​​+[country code [area code] [phone number] format

  8. To configure the access level of the user, in the Access level box, do one of the following:

    1. To create a user with Admin access level, click Admin.

    2. To create a user with Normal access level, click Normal.

    3. To create a user with Elevated access level, click Elevated.

  9. To configure the status of the user, in the Status box, do one of the following:

    1. To create an active user, click Active.

    2. To create a disabled user, click Disabled.

  10. Click Save.

    The User Management page appears, with the new user in the list.

Note

When you create a user, an email is sent to the user's provided email address containing a link to a page where they can create a new password. For security reasons, this link expires after 24 hours. After that, the link stops working, and the user must follow the Request Password Reset process.

Add a user page description

Account Admin -­ User Management - Add a user dialog
Table 12. Add a user page 

Item

Description

Username

Username of user.

First name

First name of user.

Last name

Last name of user.

Email

Email address of user.

Phone number

Phone number of user, including country code.

Leave blank to not register a phone number for user.

Access level

Access level of user:

  • Admin -

  • Normal -

  • Elevated -

Status

Status of user:

  • Active -

  • Disabled -

Save

Saves the provided information and creates the user.



  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.

    The User Management page appears.

    Account Admin -­ Company Control Panel - User Management - User list
  2. If you want to disable a single user, in the User list, locate the user, click Account Admin -­ Company Control Panel - User Management - User actions and click Disable user.

    The user status is changed to disabled.

  3. If you want to activate a single user, in the User list, locate the user, click Account Admin -­ Company Control Panel - User Management - User actions and click Activate user.

    The user status is changed to Activated.

  4. If you want enable or activate multiple users, do the following:

    1. In the User list, click to select the users.

      Account Admin -­ Company Control Panel - User Management - User is selected, click to deselect
    2. If you want to activate the selected users, click Account Admin -­ Company Control Panel - User Management - Actions for multiple users and click Activate users.

      The status of the selected users is changed to Activated.

    3. If you want to disable the selected users, click Account Admin -­ Company Control Panel - User Management - Actions for multiple users and click Disable users.

      The status of the selected users is changed to Disabled.

You can reset the password for one or more users.

Note

This step is not required if you use Single sign-on to log in.

  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.

    The User Management page appears.

    Account Admin -­ Company Control Panel - User Management - User list
  2. If you want to reset the password for a single user, in the User list, locate the user, click Account Admin -­ Company Control Panel - User Management - User actions and click Reset password.

    The user will receive an email with instructions on how to set a new password.

  3. If you want reset the password for multiple users, do the following:

    1. In the User list, click to select the users.

      Account Admin -­ Company Control Panel - User Management - User is selected, click to deselect
    2. If you want to activate the selected users, click Account Admin -­ Company Control Panel - User Management - Actions for multiple users and click Reset passwords.

      The selected users will receive an email with instructions on how to set a new password.

You can export a list of selected users to either a comma separated values file (.csv) or an Excel spreadsheet (.XLSX).

The exported file will contain the following data for all selected users:

  • username

  • firstName

  • lastName

  • phoneNumber

  • email

  • status

  • lastLogin

    Note

    Currently, this does not include logins via Single Sign-On (SSO).

  • accessLevel

  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.

    The User Management page appears.

    Account Admin -­ Company Control Panel - User Management - User list
  2. To select the users you want to export, do the following:

    1. If you want to export all users, in the table header, click Account Admin -­ Company Control Panel - User Management - User is selected, click to deselect.

      All users in the list are selected.

    2. If you want to export selected users, for each user you want to select, in the User list, click Account Admin -­ Company Control Panel - User Management - User is selected, click to deselect.

  3. To export the selected users, click Account Admin -­ Company Control Panel - User Management - Export selected users and do one of the following:

    1. To export the selected users to a comma separated values file (.csv), click .CSV.

    2. To export the selected users to an Excel spreadsheet (.XLSX), click .XLSX.

    The download file window appears.

  4. Select what do do with the file.