User Security Settings
Overview:
User security settings are defined for the user in the Update User screen, under User Mangement. The security settings selected for a user dictate which screens and functionality that user has access to when logged into the system.
Data Setup Access
- Data Maintenance Group: Grants the user access to the Data Setup menu.
- Manage Agents: Grants the user access to the Agent Maintenance screens, when using the Crown Agent Portal.
- Manage Rate Setup: Grants the user access to the rating setup for tariffs, surcharges, and fuel.
- Manage User Accounts: Grants the user access to the User Maintenance screens.
- Edit Company Information: Grants the user access to the company settings.
Process Access
- Billing Group: Grants the user access to the billing export screens.
- Dispatch Group: Grants the user access to the dispatch screens and functionality.
- EDI Group: Grants the user access to the EDI screens if EDI functionality is enabled for the company.
- Imaging Group: Grants the user access to the document imaging screens and functionality.
- Settlement Group: Grants the user access to the settlement screens.
Reporting Access
- Report Group: Grants the user access to the Reports menu.
- Access Dispatch Gallery: Grants the user access to the Dispatch Gallery reports.
- Access Maintenance Gallery: Grants the user access to the Maintenance Gallery reports.
- Access Management Gallery: Grants the user access to the Management Gallery reports.
Shipment Access
- Delete Shipments: Grants the user permission to cancel a shipment.
- Edit Shipment Charges: Grants the user permission to edit shipment charges.
- Edit Posted Shipments: Grants the user permission to edit a shipment that has been posted.
- Restrict To Updating Status Information: Prevents the user from updating any information on the shipment that is not status related.