Setting Customer User Access Levels / Roles – Priority1

To set a customer users access levels:

1. From the Customers Profile Select: Profile -->Preferences -->Users

2. In the top right of the customer name box, select: Three dots (...) --> Edit

3. Locate the 'User Access Levels' drop-down, it will be visible as a drop-down menu, allowing you to select different access levels for the user.You can select multiple options, to remove any options click the red 'X'.

Available access level options: You will find five key options in the drop-down:

1. 1. Quote: Grants access to viewing and managing quotes.
  2. Shipment Details: Allows the user to access shipment information.
  3. Shipment Dispatch: This enables the user to handle shipment dispatch activities.
  4. Variances And Invoices: Provides access to variance reports and invoice management.
  5. Claims: Permits the user to manage and view claims-related data.
  6. Overcharge Claims: Permits the user to manage and view overcharge claims-related data.
  7. User Admin: Permits the user to have access to impersonate other users on the account for training or troubleshooting. Allows the user to created other customer users.

This process ensures that each user is granted the necessary permissions to perform their duties efficiently while restricting access to unnecessary areas.

4. Don't forget to save your users preferences.

5. If you give your customer Claims or Variance Access additional setting may apply.

Claims additional toggle: LTL-->Preferences-->Visibility--> Claims Toggle/on

Variances: LTL-->Preferences-->Billing-->Variance Toggle/on

Note: A customer contact for variances and claims will also need added to the customers profile for the tabs to appear correctly on the customers side bar. A companion article on how to Add An Email Contact

Variance/Claims access is not retroactive; the customer will only see variances/claims that are prompted after their access is granted. Anything prior will need to be handled with the rep.