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User Management

Purpose

This article explains how Admins manage users in the Thulo Logistics Module.

User Management controls who can access the system, what actions they can perform, and what data they can see, making it the foundation for secure operations and branch-style workflows.

Who This Is For

  • Admins

  • Operations Managers

  • System Owners

Required Permissions

  • Admin access

  • User Management → Create / Edit / Delete

User Types in the Logistics Module

The Logistics Module supports multiple user types, each with different responsibilities.

Admin

Admins have full system access.

Admins can:

  • Configure all logistics settings

  • Manage users and permissions

  • View all logistics data (global visibility)

  • Oversee billing, tracking, and reporting

Staff

Staff are operational users.

Staff typically:

  • Create and process locker packages

  • Approve pickups

  • Create and process shipments

  • Update tracking statuses

Staff access depends entirely on assigned permissions.

Agent

Agents are similar to staff but often represent:

  • Partner agencies

  • External offices

  • Remote operational units

Agents usually have limited permissions and visibility.

Driver

Drivers are delivery-focused users.

Drivers can:

  • View assigned deliveries

  • Update delivery status

  • Submit proof of delivery

Drivers cannot:

  • Access pricing or invoices

  • Create or edit logistics records

Customer

Customers access the customer portal.

Customers can:

  • Create recipients

  • Submit pre-alerts

  • Track shipments

  • View invoices and payments

Customers cannot access internal logistics operations.

Permissions & Visibility (Key Concept)

Action Permissions

Permissions define what a user can do, such as:

  • View

  • Create

  • Edit

  • Delete

Permissions are assigned per logistics component, including:

  • Locker Packages

  • Pickups

  • Consolidations

  • Shipments

  • Reports

Data Visibility: Own vs Global

Visibility defines what data a user can see.

  • View (Own)
    Users see only records they created or are assigned to.

  • View (Global)
    Users see all records within the tenant.

This visibility model is essential for branch-style operations.

Branch-Style Operations (Important)

The system does not have native branches.

Instead, branch-style operations are implemented by:

  • Creating separate staff or agent accounts per location

  • Assigning View (Own) visibility

  • Using Office Groups and Agency Groups for context

Admins retain View (Global) oversight.

Step-by-Step: Create a User

Step 1: Navigate to User Management

Go to Settings → User Management.

(keep your existing screenshot here)

Step 2: Select User Type

Choose whether the user is:

  • Admin

  • Staff

  • Agent

  • Driver

  • Customer

Step 3: Assign Permissions

Configure:

  • Allowed actions (create, edit, view, delete)

  • Visibility level (Own or Global)

  • Module-specific access

Step 4: Save the User

Click Save to create the user account.

After saving:

  • The user can log in immediately

  • Access is limited to assigned permissions

Important Rules to Know

  • Permissions are tenant-wide

  • Incorrect permissions can block operations

  • Visibility controls access, not data ownership

  • Existing records are not reassigned automatically

Best Practices

  • Start with minimum required permissions

  • Use Own visibility for branch-style separation

  • Grant Global visibility only to supervisors

  • Review user access periodically

  • Remove unused or temporary accounts

Common Mistakes to Avoid

  • Giving global visibility to all staff

  • Using user roles instead of permissions to control access

  • Expecting branch-level data isolation

  • Forgetting to review permissions after team changes

Related Articles

  • Roles, Permissions & Branch-Style Operations

  • Office Group Setting

  • Agency Group Setting

  • Admin Configuration – Logistics Settings (Overview)

  • Staff Guide – Daily Logistics Workflow Overview

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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