Follow the steps in this article to create a new customer user for nShift Portal.
- Log in to nShift Portal with your Owner or Admin user.
- Go to Settings > Company Management > Users.
- Click New user.
- Under General, fill in the user's name, email, and username. The username is used to log in and can be the same as the email address. Select Administrator to grant admin rights — admins can create, edit, and delete users on their connected installation. Note: only Owners can create Admin users.
- Apply a Shipment Viewer profile and theme, if you've created them, to control how nShift Portal looks for this user.
- Click Save to create the user with the same language, data access, and usage settings as your Owner user — or continue to the tabs below to customize these settings first.
- Click the Regional tab to change language, time format, and the units used.
-
Functionalities — select which functionalities the user can access. Click a functionality to see its options and turn each toggle on or off.
-
Data Access — select the Installations, Locations, and actors this user can access. Turning on Access to all (including future) also grants access to any installations, locations, or actors added later.
- Click Save. The new user receives an email with a link to set their password, valid for 3 days.
You can edit an existing user at any time from the Users page — click their name and update the same tabs used during setup.