Logistics Business Network User Management
Overview
This training will cover how to manage users in Logistics Business Network, adding, editing, and deleting.
Important, only users with the “Admin” role will be able to manage users in Logistics Business Network.
1. Adding New Users
Login to Material Transport’s Logistics Business Network using the username or email address and password you created during the on-boarding process.
Click the tile, “User Management”:
Here you can add, edit, and/or remove users from your Logistics Business Network.
To add a user, click “Add”:
Enter the users First Name, Last Name, email address, and assign them a user group.
If you want them to be an administrator for your Logistics Business Network, select the role ######## – Admin
If you want them to only be able to use the features of Logistics Business Network but not make account level changes, select ######## – All_Function.
The key difference between “Admin” and “All_Function” is that “Admin” can ONLY add, change or delete users and modify enterprise level settings such as the business address or email. Users who ONLY have the Administrator role cannot perform the functions listed under “All_Function”.
If you have a user who needs to perform all functions in addition to managing users, assign them both the “Admin” and “All_Function” roles.
Note: The ######## above is a set of letters and numbers that is unique to your account. The part we are interested in is at the end of that, Admin and All_Function. Check the screenshots below to see an example of what that looks like in User Management.
Refer to the table below for what each role can and can not do:
Admin |
All_Function |
Manage Business Profile Manage Invitations Manage Notification Settings Retention Management System Connections User Management |
Blocking Store Define User Settings Disputes Freight Orders for Confirmation Freight Orders for Reporting Freight Orders for Self Billing Freight Orders for Settlement Freight Quotations Freight Requests for Quotation Invoices Manage Invitations Manage Notification Settings Retention Management Self-Book Dock Appointments |
Once you have entered their name, email address, and selected their user group, click “Save”:
You may encounter the pop-up, “You are trying to add a user with a different email domain…” this is fine. Click “Ok” to confirm the new user’s email address.
2. Editing a User
To edit a user, find them from the list, or search for their name, and click the “Pencil”:
You can now change their name, email address, and user group. Click “Save” to save your changes or “Cancel” to cancel any changes you made:
3. Deleting a User
To delete a user, find them from the list, or search for their name, click the checkbox next to their first name to select them and click “Delete” > “Delete User”:
Confirm you want to delete the selected user by clicking “Ok” or cancel by clicking “Cancel”.
This can not be undone. If you accidentally delete a user, you will need to re-add them using the steps above.