Follow the steps in this article to create a new customer user for nShift Portal.
New user
- Log in to nShift Portal with your owner or admin user.
- Go to Settings > Company Management > Users.
- Click the New user button.
- Fill in name, email, and username under General. The username is used when logging in and can be an email address if you prefer. Check the Administrator checkbox if you want to grant admin privileges. It means that the user can create, edit, and delete users on the installation that they are connected to. Note: Only Owners can create Admin users!
- Any Shipment viewer profile and theme you have created can be applied to the user to manage what nShift Portal should look like when they are logged in.
- Click Save to create the user with the same language settings, data access, and usage profile as your owner user, or continue to the other tabs to change the settings.
- Click the Regional tab to change language, time format, and the units used.
- Under the Functionalities tab, you can select the functionalities the new user should have access to. Click on each functionality to show all options and set the toggles to ON or OFF.
- Navigate to the Data Access tab to select the Installation(s), Location(s), and actor(s) for the new user's access. If the toggle Access to all (including future) is active, the user will gain access to any future locations and actors added to your installation.
- Click Save when you are done with all settings. An email will be sent to the new user with a link to set a password. The link is valid for 3 days.
You can always edit existing users from the Users page. Click on the user you want to edit and make the changes by going through their profile pages the same way as when you created the profile.