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Configuring a user in nShift Portal

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Frida Wikingsson
Updated

Overview

This guide covers the basics of how to configure a user in the nShift Portal and understanding the user rights. 

User Types, Roles and Rights 

Below is a summary of the available user types in the Portal.

Owner

  • The “owner” of the account

  • Has full access to everything on the account

  • Can create Admin users

Admin

  • Access is defined by the Owner

  • Can create and manage users within their own permissions and user type

  • Can only create users within the limits of their assigned permissions

Regular

  • Access is defined by an Owner or Admin

  • Cannot create or manage users

Visitor

  • Read-only user

  • Limited access

  • Used to grant approved access to another company’s data

For more detailed information about user types, roles and rights please visit this article: 

🔗 Understanding user types, roles, and rights

Create a New User

Step 1 – Log in to the Portal

Log in using your username and password.

Step 2 – Navigate to Customer Users

  1. Go to Settings

  2. Select Company Management

  3. Click Customer Users

  4. Click the New button

Step 3 – General Information

Under the General tab, fill in:

  • Name

  • Email

  • Username

    ℹ️ The username is used for login. It can be an email address if preferred.

Administrator Toggle

  • Set the Administrator toggle to ON to grant admin privileges.

  • This allows the user to create, edit, and delete users on the account they are connected to.

    ⚠️ Note: Only Owners can create Admin users.

Click Save to:

  • Create the user with the same language settings, data access, and usage profile as the Owner
    OR

  • Continue to the other tabs to customize the settings before saving.

Step 4 – Locale Settings

Go to the Locale tab to configure:

  • Language

  • Time format

  • Measurement units

Step 5 – Usage Profile

Under the Usage Profile tab you define which functionalities the user should have access to:

  1. Locate Returns

  2. Click each functionality to expand available options

  3. Toggle functionalities ON or OFF as needed

To understand what each functionality includes and how it works, please refer to the corresponding article Functionalities and Permissions

Step 6 – Save & Activation

Click Save when all settings are completed.

An email will be sent to the new user with:

  • A link to set their password

  • A 3-day (72-hour) activation window

Edit an Existing User

You can edit existing users at any time from the Customer Users page.

For step-by-step instructions, please refer to the article: Manage users and user permissions