A DVU user with login credentials can access the Davinci platform and a set range of features. An admin, one type of user, normally has access to all features.
Admins grant permissions by assigning a user to a user group. When there is a need to adjust a user’s permissions, the admin changes the assigned user group or the permissions assigned to the group.
This article shows admins how to create a DVU user. A different article shows admins how to create user groups.
Creating a user
-
Go to Home > Settings > Security > Users.
-
Click the plus
icon.
-
On the General page, enter basic profile information.
-
Confirm the Enabled box is checked. If unchecked, the user cannot log in to the platform.
Note If the user is a sales representative, check the Sales Rep box. When checked, DVU adds the user’s name to sales rep/commission drop-down menus.
-
Scroll down to the Warehouse/Terminal Access section. Check the boxes that apply.
Adding details
Click a page link on the side menu to add details as needed, then click Save.
-
Accounts - Check boxes to give the user access to one or more platform accounts.
-
Shippers - Check boxes to enable or disable the user’s platform access to the shippers.
-
Zendesk - If applicable, add an email address and token to access a Zendesk account.
-
RF - Check boxes to enable or disable RF scanning for shipping, receiving, and work orders.
-
Edit history - Review the log of events for this user.
Comments
0 comments
Please sign in to leave a comment.