Profile management increases security and makes your working routines in nShift Delivery more efficient. By controlling user rights and access to information, it is possible to streamline each user’s way of working.

To get the most out of profile management, it is important to consider your requirements from the very beginning. The starting point is always the practice that is, or should be established within the company or organization.

Sections in this article:

• Video introduction
• Key concepts
• Account
• Profile group
• Role
• Profile
• Default profile group, role and profile
• The administrator
• Shared information

Video introduction

Watch our video for an introduction to profile management.

Key concepts

It is important to understand the key concepts in profile management and how they relate to each other.

• Account is the highest level in the hierarchy, that is, the company or organisation's account.
• Profile groups govern access to information.
• Roles decide the right to perform certain tasks.
• Profiles are the combination of information access and rights.

Account

The account does not represent an individual. It is the account for a company or an organization, with a user ID that should be used by all users.

The user ID is a 10-digit combination.

Profile group

A profile group governs what information is available for profiles belonging to the profile group, such as senders, receivers and shipment history that is stored in its own profile group.

Profile groups do not have access to each other’s information, except for the information stored in the default profile group.

Role

A role is a set of access rights, that is, what tasks a user can perform.

Ideally, different roles are allowed to perform different tasks and hence are assigned to different profiles.

Profile

Profiles are best described as different functions within a company, represented by one or several users.

Each profile is assigned a profile ID and a password that together with the user ID are used for logging in to nShift Delivery. The profile ID must be unique.

Each profile belongs to one profile group and can be assigned one or several roles.

Default profile group, role and profile

When an account is created it has the following:

• a default profile group that has access to all data on the account, even the information stored in other profile groups.
  
  
• a default role that has the right to perform any task on the account.
  
  
• a default profile that is an administrative profile belonging to the default profile group and that has the default role assigned to it.

The name of the default profile group, role and profile depends on the region to which your account belongs.

The administrator

The default profile is by definition the administrator of the account.

The administrator controls profile groups, profiles and roles in nShift Delivery and is also responsible for the profile IDs and passwords.

• It is recommended to appoint more than one (1) user as administrator, depending on your company or organization’s size. Three (3) administrators are preferable for redundancy.
  
  
• The administrator(s) should be set as the contact person(s) for the account. These persons become eligible for support on profile management issues and are also responsible for internal support towards the organization.

Shared information

Some information stored in the default profile group is visible, but not editable, by other profile groups. This simplifies administration as you can centralize your address book, create printing favorites only once and share them, etc.

The information shared with all profile groups is:

• Address book (senders and receivers)
• Item directory
• Printing favorites
• Search favorites
• Pre-notification email templates
• Track and Trace templates

Shipment and booking history in the default profile group is not shared with other profile groups.

Read more about profile management in this article: Setting up profile management