When creating a User in MachShip you need to assign a Role or series of Roles which will set what access that user has to the system.
How to Navigate to the Create Role Page
Navigate to Admin and select Other Options.
Under the Users section, you can either click on View Roles or Create Role:
a.) When View Roles is selected, you will be navigated through the Manage Roles page where you can locate all the list of Roles available to use. To navigate on the Create Role page, you can click on the Create Role button on the upper right corner of your screen and start creating the role:
b.) When Create Roles is selected, this will directly take you through to the Create Role grid and start with the setup:
How to Create a Role
To create a role you will first need to provide a role name and link this to a company.
Role name is a free text field but should be a clear indicator of the permission structure that you are applying to that role.
When selecting a Company to assign the role to you should think about who will need to access the role. If you want it to be global then you would assign this to your organisation's parent company. To link a company, simply type in the company name and select from the typeahead that returns.
If you link this role to the parent broker company, then MachShip will ask you to assign this to one of two user types:
User - This will be a standard utiliser of the platform and likely will be used if you are going to assign this role to one of your clients.
Broker - If you specify that the role is to be assigned to a broker user type, then this role will likely require access to ratecards, companies, sell rates, and surcharges administration.
To assign a role, simply select from the dropdown:
Then you are able to assign the permissions that the role requires.
Each Permission is split into a Component and a Sub Component.
The Components are:
System Admin - sub-components relate to the creation of workflows, users, companies, receiver accounts, printer settings, and API tokens.
Consignments - pertains to everything relating to consignments including quoting, creating, manifesting, tracking, and importing.
Company - provides access to company items, company locations, dangerous goods, and impersonation.
Broker - provides access to creating carrier rates, zones, transit times, fuel surcharges, time configurations, emails, and EDI files.
Financial - provides access to reconcile carrier invoices. This component will also pertain to invoicing if you are a freight reseller.
Dashboards - provides access to each of the available dashboards.
Reports - provides access to each of the reports.
Individual sub-components can be accessed by selecting the Set Individually option:
To alter each of the roles, every sub-component can be assigned based on set permission.
The Permissions are:
Create/Delete - full access to the sub-component.
Edit - can adjust or change what has already been created but cannot create.
View - can view the sub-component but not alter it.
None - no access to the sub-component at all.
How to Clone Permissions:
In order to allow for easy creation of user roles, Machship has provided some basic role types that users can clone permission sets from. To utilise this simple select from one of the available role types under the drop-down Clone Permissions from Template.
Once selected, the permission structure will be altered to match up with that of the cloned role. Users can then adjust these permissions to suit the required role that they are creating.
In order to create the role simply select Save Role.
The role will be created and made available to be used when creating users.
Please note that though users may be given access to certain permissions via a Role, the subscription level they have signed on to with MachShip will define their overall access.