How to Edit a User
Should you need to look to update any details that relate to a user be that the users:
Name
Email
Password
Role
Then you will need to undertake an edit of that user
How to navigate to the Edit
In order to edit a user within MachShip, navigate through to the edit user page by selecting Admin and View Users
Utilising either the Company filter or the Search bar you can filter down the grid to find your required user
Selecting the cog on the right-hand side, then select Edit User
This will bring up the Edit User screen which is broken into four sections
1. Credentials
Here you can alter the users Owning Company and Password
2. User Details
This outlines some basic information about the user. The required fields are:
- First Name
- Surname
The first name and surname are provided as all actions completed in MachShip are recorded in the database, but also in the notes section of a consignment and manifest. This enables admins to quickly audit when and who did a particular action when running an audit.
When a user forgets their password, they can select the Forgot Password? option and an email will be sent allowing them to reset their password.
The optional fields are:
- Phone
- Mobile
- Business Phone
- Position
- Notes
These fields allow users to provide other users within your business an idea on how and who to contact in situations where contact may be required.
3. Test Mode Setting
Scroll down to Test mode and select the user's test mode setting. This can be
Users can be set as:
Disabled from seeing test consignments: this will allow a user to see and create only live consignments.
Enabled to see test consignments: this will provide user visibility on test consignments created, and the ability to create test consignments if a carrier account has been set in Test Mode.
User is in Test Mode: This will allow the user to see and create only test consignments
4. Companies and Roles
This section will show the currently linked Companies and the roles for that user.
To edit the assigned role, simply select the cog on the right and Edit Roles
Then assign the role or roles that need to be added to this user from the supplied drop-down
Then select the plus icon
The added role will then appear below as can be seen:
Or remove the role that has been assigned by selecting the red cross:
Then save the user link by selecting Save Roles
The user and role listing will appear in the grid as below:
To update the user, select Save User.
Related Articles
How to Disable and Enable a User
Should you ever need to block access for a user to MachShip you can disable their username and password. How to navigate to View Users Click Admin drop-down, scroll down to the Users section and select View Users. If you are unable to see the User, ...How to assign a User to Multiple companies
If you have a user who has a requirement to be provided access to multiple companies within the MachShip platform, and there isn't a way that you can facilitate that through the Company Tree structure, MachShip provides you with the ability to link a ...How to create a User
Depending upon the role assigned, Users will have different levels of access and abilities within the MachShip system. How to access the Create User screen To create a User, navigate to the Admin menu and Create User. Alternatively, you can access ...Understanding different User Roles in MachShip
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. In order to understand what permissions are attached to each Role, users can access the View Roles page. How to ...How to change your password
If you need to change your Password in MachShip there are a couple of different ways in which this can be completed. These are listed below. 1. Changing Your Password through the Change Password Link How to navigate to the Change Password page Select ...