Creating a User

This topic describes how to create a user, typically, the company administrator.

Note: You can only create, modify, and delete users at the same or lower level as your role.

  1. On the ShipExec Management Studio home page, click User Manager in the upper right corner.

The User Manager page displays.

  1. Click Add User. The Add/Update User dialog box displays.

  1. From the Role drop-down list, select the user's role. Management Studio displays additional fields depending on the role you select.

  2. From the Company drop-down list, select the company with which you want to associate the user. (You must select a company for all roles except administrator and enterprise administrator.)
  3. From the Site drop-down list, select the site you want to associate with the user. (For the user role, site is optional.)
  4. From the Profile drop-down list, select the user profile (Optional).
  5. Type the user’s email address in the Email box.
  6. Type the user’s password in the Password box. (Password must have a minimum of 6 characters, 1 capital letter, and 1 non-alpha/numeric character.)
  7. Type the user’s password again in the Confirm Password box.
  1. Click the Permissions tab.

  1. Select the check boxes for the permissions you want to grant the user.
  2. Click the Address tab.
  3. Complete the user's address.
  4. Click the Custom Data vertical tab.

  5. Click the Add Custom Data button.
  6. Complete the Key and Value boxes.
  7. Click Save.

 

Related Topics

Importing Users

Exporting Users

Copying Users

Modifying a User

Removing a User Manager