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Shipper TMS - All About User Management
Shipper TMS - All About User Management

Below you will learn about User Management. Adding a dispatcher to their number showing up on orders. Check out the information below ๐Ÿ‘‡

Updated over a week ago

What are User Roles, and What Do They Do?

In Shipper TMS, there are four User Roles for Admins to choose from. Those User Roles are:

  • Admin (Administrator)

  • Dispatcher

  • Sales

  • Accounting

By default, when a new user is created and a User Role is selected, that User Role has a set of default User Permissions, which will control what actions a particular user can take within your Super Dispatch Shipper TMS account. Let's go over those permissions below.

Admin (Administrator)

Admins or Administrators have complete access to perform any actions available in Shipper TMS.

Dispatcher:

Dispatchers have the following permissions set by default:

  1. Order - Create, read, update, or delete any order

  2. Order payment - Update order payment information (payment terms, notes, method, amount, reference number)

  3. Order price - Update order price and broker fee

  4. Send offer - Send a load offer to a carrier

  5. Cancel offer - Cancel sent offer

  6. Cancel order - Cancel order

  7. Send customer invoice - Send customer invoice

  8. Archive order - Archive order

  9. Unarchive order - Unarchive order

  10. Mark as inactive order - Mark order as inactive (i.e., delete order)

  11. Restore inactive order - Restore inactive order (i.e., restore deleted order)

  12. Manually mark as accepted - Manually mark an order as accepted

  13. Manually mark as picked up - Manually mark an order as picked up

  14. Manually mark as delivered - Manually mark an order as delivered

  15. Rollback manual status change - Rollback manual status change

  16. Update carrier profile - Update carrier profile in carrier management form

  17. Update company profile - Update company profile

  18. Report generation - Generate reports

  19. Customer management - Manage customer profile

Sales:

  1. Order - Create, read, and update any order

  2. Order payment - Update order payment information (payment terms, notes, method, amount, reference number)

  3. Order price - Update order price and broker fee

Accounting:

  1. Order - Read or update any order

  2. Order payment - Update order payment information (payment terms, notes, method, amount, reference number)

  3. Order price - Update order price and broker fee

  4. Send customer invoice - Send customer invoice

  5. Mark as paid - Mark the order as paid

  6. Mark as customer paid - Mark the order as the customer paid

How to Add and Manage Users and Their Permissions

๐Ÿ’กImportant Note:

  • Only users with Admin access can view the Manage Users page. Admins can add, edit, deactivate, or reset user passwords.

Adding Users to Shipper TMS

To add a new user to your Shipper TMS, navigate to the Profile Menu in the bottom left, then click Manage Users. This will open the User Management page.
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Click on the Add User button in the top right corner:

Fill out the required information in the form and set the User Role, then click Save. You'll then get confirmation that the user was added:


Resetting a User's Password

First navigate to the Profile Menu in the bottom left, then click Manage Users. This will open the User Management page.

Then navigate to the desired user, click on the Options menu, then click Reset Password.

Enter the NEW password for the user, then confirm it just below and click Reset.

Once completed successfully, you'll get a confirmation like this:


Deactivating Users from Shipper TMS:

First, navigate to the Profile Menu in the bottom left, then click Manage Users. This will open the User Management page.

Click on the Options Menu next to the drop-down menu showing the User's role, then select Deactivate.

You'll then see a confirmation dialog asking if you want to confirm. Click Deactivate.

Once the user is fully deactivated, you'll get a confirmation like this:


Reactivating a Deactivated User

To reactivate a previously deactivated STMS user, search or navigate to the User you want to reactivate, then click the reactivation icon.

Then, click the Reactivate button like this:

Once the user is reactivated, you'll get a confirmation like this:


Adding Dispatcher Phone Number

Introduction

In this section, we will go over how to add a dispatcher's phone number under manage users and how to make sure their number gets added to orders. If at any point you need to jump to a specific section, please use the table of contents to the right ๐Ÿ™‚

User Management

The User Management Section allows you to add or edit your users inside of Shipper TMS. If you have questions about how user Roles Work, you can always click on the section from the table of contents to the right. This will take you to our fantastic article outlining their functions ๐Ÿฅณ

Adding a User

To get started, we will first want to add a user. To add a new dispatcher, you will want to click on the Blue "Add User" button in the upper right-hand corner.

From there, you will want to fill out the following information ๐Ÿ‘‡

  • First Name

  • Last Name

  • User Name (This will be their email)

  • Email

  • Phone Number

  • Password

Be sure to add a good email and phone number so carriers can contact them directly if needed ๐Ÿ‘

Once you have that completed, please be sure to click "Display user contact information to Carriers. This, again, will ensure that Carriers have the most up-to-date information about the dispatcher and can reach out to them if they have any questions regarding the load ๐Ÿ˜Ž

What will it look like?

If you have filled out all of the information correctly, the Dispatchers' information should now begin to appear on loads! Below is a screenshot of what this will look like ๐Ÿ‘‡


Conclusion

If you have questions about User Roles, User Permissions, or anything else Super Dispatch, don't hesitate to contact our Support Team. We are always more than happy to assist in any way we can! You can reach us by clicking the chat icon in the bottom right-hand corner or emailing us at [email protected]. We hope you have a fantastic rest of your day ๐Ÿ˜Ž and again, thanks for choosing Super Dispatch! The faster way to move cars ๐Ÿš›

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