Add user

Users are individuals who interact with the system to manage various aspects of logistics and carrier management processes.

The main purpose of adding users to to enhance collaboration among various departments, ensuring efficient communication and coordination in logistics operations. It established accountability by tracking users actions, thereby promoting responsibility by tracking user actions.

Moreover, different roles and permissions improve security by restricting access to sensitive information, while also allowing for a customised user experience.

In SAPIENT, users with the Admin role can add users and assign them specific roles and permissions. To add users in SAPIENT, follow the instructions provided in the following procedure.

  1. Log in to the SAPIENT platform using your credentials.
Logging into SAPIENT

Logging into SAPIENT

  1. On the Home page that opens, in the left navigation panel, select Users.
Accessing users

Accessing users

  1. On the Users page that appears, select the Add User button.
Selecting option to add user

Selecting option to add user

  1. On the Add User form that opens, In the USER TYPE block, from the Type of User dropdown, select the user type from the list of available ones.
Specifying user type

Specifying user type

  1. In the CUSTOMER DETAILS block, from the Location dropdown, select the location of the user from the list of available ones. Optionally, you can turn on/off the Restrict to own shipments toggle, enabling the users to do the following:
  • Toggle on: view, manage, and interact with shipments that they have personally created or are directly responsible for it.
  • Toggle off (a default state): gain access to view and manage all shipments within the system.
Entering customer details

Entering customer details

  1. In the USER DETAILS block, enter the necessary information as explained in the following table.
Entering user details

Entering user details

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Tip

In the following table, the mandatory fields are marked with an asterisk (*).

ElementDescription
Upload AvatarDrag the image to this block that you want to upload, or simply click the upload (cloud) icon to select the images from the desired location on your computer.
Email Address*Enter a valid email address that is accessible to the user you are adding.
Display Name*Enter the display name for the user you are adding.
Contact NumberEnter a valid contact number that is accessible to the user you are adding.
  1. Now, after entering the user details, in the PERMISSIONS block, next to each permission, turn the toggle on to assign the necessary permission to the user you are adding.
Assigning permissions

Assigning permissions

In SAPIENT, you can assign the following permissions to the users:

  • Carrier accounts Administrator: to manage carrier accounts for all assigned carrier(s).
  • Customer Configuration Manager: to update settings relating to the customer.
  • History access: access to previous shipments and manifests.
  • Shipment Manifesting: to manifest the shipments via the SAPIENT UI.
  • User Administrator: to manage website users.

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Note

The availability of the permissions may vary based on the selected location of the user.

  1. After entering all the necessary user details, select the Add User button.

Once done, the new user is created successfully and a corresponding success message displays in the Add User dialog. From the dialog, you can either choose to continue editing the user or go back to the Users list.

Confirmation message

Confirmation message

After the user is added, a confirmation is sent to the specified email address. Once the user confirms it and set their user credentials (username and password), the status of the user account is set to Active.

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Important

The Admin user always have the access to all functionalities, but an Administrator, Lead or Operator must be assigned to different permissions. Whether the user has accepted the invite or not, you can quickly update their roles and permissions straight from the Users tab on the Edit User page. Make your choice and select the Save Changes button to update your changes.