3. Internal users

Creating internal users
All new users are created from the Create User dialog found in the Super User menu. There are three user types: internal, client and subcontractor all wh...
Wed, 28 Nov, 2018 at 11:28 AM
Assigning roles, tasks and depots to an internal user
Assigning roles Create a new user from the Create User screen, or select an existing user from the Modify User screen and click the Details button Chec...
Wed, 28 Nov, 2018 at 11:43 AM
The Super User role and tasks (internal users only)
Create User User can access the Super User > Create User dialog where new users are created Bookings - Allow reset to new User c...
Wed, 28 Nov, 2018 at 12:39 PM
The Financial role and tasks (internal users only)
Invoicing - Allow Invoicing The user can invoice jobs from Financials > Invoice Screen / Invoiceable Invoicing - Allow Rerating T...
Wed, 28 Nov, 2018 at 12:55 PM
The Dispatch role and tasks (internal users only)
Bookings - Freight Bookings - Bulk User can access the Dispatch > Bulk Booking screen Bookings - Container User can acces...
Wed, 28 Nov, 2018 at 1:32 PM
The Reporting role and tasks (internal users only)
Hide the cost column in job listing reports When a user creates a job listing report the cost column is hidden This feature doesn't see...
Wed, 28 Nov, 2018 at 1:38 PM
Viewing and modifying a user
The Super User, Modify User screen allows you to modify user details, including resetting their password. Selecting a user to modify Opti...
Wed, 28 Nov, 2018 at 1:43 PM