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User Management

In this section, you will manage staffs, customers and drivers.

  1. Staff For the Staff tab, you can also create new staff. This data is synchronized with Setup → Staff.
    Go to staff detail -> select Permissions and select the appropriate permissions. 
  2. Customer For the Customer tab, data will be synchronized from the Customers menu in the left sidebar You need to create a list of customer addresses at Address Book to use in the package and shipment creation pages.
    Go to customer detail and select Address Book → select New Address     In the New Address, fill in the required fields:
  3. Driver For the Driver tab, you need to create accounts for drivers so they can access the system and perform shipping tasks. Steps to create driver:
  • Step 1. Go to Setup menu in the left sidebar -> select Roles -> select New Role  

  • Step 2. In the Add new role, fill in the following details: - Enter role name - Select the permissions to assign to this role like the screenshot below
  • Step 3. Go to Users menu under the Logistics module, select Drivers tab 
  • Step 2. Click on Add Driver button 
  • Step 3. In the New driver page, fill in the required fields.
    Switch to the Permission tab, select role as Driver. Then select Save

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