Add user

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.

2. On the Home page that opens, in the left navigation panel, select Users.

3. On the Users page that appears, select the Add User button.

4. 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.

5. 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.

6. In the USER DETAILS block, enter the necessary information as explained in the following table.

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Tip

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

7. 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.

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.

8. 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.

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.