We support different user roles in nShift Portal, each with its own privileges, and this system enables each customer to create new users and administrate their level of access.
There are two types of user accounts: Customer users and Carrier users. Each customer user is further categorized into one of the three user roles: Owner, Admin and Regular. Furthermore, a customer user can also take on a Visitor role. A Carrier user can either be an Admin or a Regular user. They cannot take on the role of an Owner or a Visitor.
Customer users - customers who have an nShift subscription and an nShift product solution. The customer user can have different user roles - see below.
Carrier users - account belonging to someone who works for a carrier that is integrated with nShift Ship. A carrier user has access to see all the shipments in nShift Portal that were made using their carrier module in nShift Ship. They will never have access to specific nShift Ship installations.
Owner - the owner of an installation. An owner is always a Customer user. This user is created by a technical consultant from nShift and is granted all possible permissions within the scope of the installation. All locations and actors of the installation are available to the owner, and the owner can perform all user management tasks.
Admin - an admin user is created by the owner user, who defines which scope within the installation the admin user has access to. The scope can go from one single actor on one location to multiple actors on one or more locations for customer users. The admin has access to create new users and perform user management tasks. Admin customer users can only create other customer users, and admin carrier users can only create other carrier users.
Regular - a regular user can be created by an owner or an admin user. The regular user has access to the part of the installation set by the admin and can never have access to anything outside the scope of the admin user. The regular user does not have access to perform user management tasks and cannot create new users.
Visitor - a user that has been given read access to another company's data. The access must be approved by the owner of the other company and can be restricted to a list of locations and actors. A carrier user cannot be granted visitor access.
This table shows the rights of the different roles. It is always possible to limit the scope of a user's access, for instance, if a user should not have access to Shipping Rules, this can be controlled in the Usage Profile by the Owner. Access to the features in the table depends on your nShift subscription. Not all Owners have access to all the mentioned features.
|Create Track & Trace reports
(Access limited to Shipment reports)
|Create Insights reports
(Access limited to Statistics)
|Create and edit Shipping Rules
|Create Notification templates and Profiles*
|Create and manage Action Centers *
|Manage user access to Action Centers
|Create Regular user
|Create Admin user
|Create and edit Custom Price Calculation
|Create and modify Track Profiles and Themes*
|Create Shipment Viewer Profiles
Create public T&T URL
Configure Portal theme
Manage data storage: anonymize and delete data
* By default access only applies to Action Centers created by the current user but the owner can give access to all Action Centers.
For Notification templates and profiles, each user only has access to their own templates and profiles.
Only the Owner has access to all Track Public Profiles.
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