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Admin Panel
The admin panel is used by admin users to access user and project management tools for the customer. To access the admin panel press on the wrench in the upper right corner.
When the admin panel has been opened, the admin user can choose either Project management by clicking on the projects button or User management by clicking on the users button.
Project management
In the projects management view, admin users can create a new project, modify an existing project, disable projects, reactivate disabled projects and change project user permissions.
Create a project
1. To create a new project, press on the wrench in the upper right corner to enter the admin panel
2. Press the projects button to enter the projects management view
3. Press the create a new project button to see the create a project view
4. Fill in the Project name, Project reference, Description and Grant yourself access to this project check box.
5. Press the create button to finish the project creation
Modify a project
1. To modify a project, press on the wrench in the upper right corner to enter the admin panel
2. Press the projects button to enter the projects management view
3. Find the project you want to modify in the active projects list
4. Press on the pencil on the right side in the project information box of the project you wish to modify
5. Change the parameters you wish to change
6. Press on the save button
Change user permissions to a project
1. Press on the wrench in the upper right corner
2. Press the projects button to enter the projects management view
3. Find the project you want to change user permissions for in the active projects list
4. Press on the user permissions button on the right side in the project information box of the project you wish to change user permissions for
5. In the user permissions view, move users between users with no access box and permitted users box using the arrows to give or remove user permission to a project
Disable a project
1. Press on the wrench in the upper right corner
2. Press the projects button to enter the projects Management view
3. Find the project you want to disable in the active projects list
4. Press on the turn off button on the right side in the project information box of the project you wish to disable
Reactivate a project
1. Press on the wrench in the upper right corner
2. Press the projects button to enter the projects management view
3. Find the project you want to reactivate in the Disabled projects list
4. Press on the reload button on the right side in the project information box of the disabled project you wish to reactivate
User management
In the users management view, admin users can create a new user, modify an existing user and reset password for users.
Create a new user
1. Press on the wrench in the upper right corner
2. Press the users button to enter the users management view
3. Press the create a new user button to see the create a new user view
4. Fill in the Username, First name, Last name, E-mail and Access level.
5. Press the create button to finish the user creation
Modify a user
1. Press on the wrench in the upper right corner
2. Press the users button to enter the users management view
3. Find the user you want to modify
4. Press on the pencil on the right side in the user information box of the user you wish to modify
5. Change the parameters you wish to change
6. Press on the save button
Reset password for a user
1. Press on the wrench in the upper right corner
2. Press the users button to enter the users management view
3. Find the user you want to reset password for
4. Press on the key on the right side in the user information box of the user you wish to reset password for
5. Press on the reset password button
Disable user
1. Press on the wrench in the upper right corner
2. Press the users button to enter the users management view
3. Find the user you want to disable
4. Press on the pencil on the right side in the user information box of the user you wish to disable
5. Change the Status for the user from Active to Disabled
6. When the user is disabled he is displayed as such in the users list as grayed out
7. To activate the user again the user is edited again by clicking the pencil on the right side of the user information box and the Status of the user changed from Disabled to Active
Templates
In the template management view, admin users can create a new template and modify or delete an existing template.
The templates can then be used to make the shipment creation process faster and easier. They can be created globally within the customer and within projects.
These are the following templates that are available to the user:
- Shipment templates - Templates for the whole shipment including contacts and warnings
- Shipment contacts templates - Templates for the contacts part of the shipment
- Shipment warnings templates - Templates for the warning part of the shipment
Create a new template
1. Press on the wrench in the upper right corner to access the admin panel
2. Press any of the template buttons to enter the template management view for the type of template you want to create
3. Press the create template button to enter the create template view
4. Fill in the template, every field except the template name is optional
5. If you want the template to be only visible within a project, then choose a Template Project from the drop down list.
5. Press on the create template button
Modify template
1. Press on the wrench in the upper right corner to access the admin panel
2. Press any of the template buttons to enter the template management view for the type of template you want to modify
3. Find the template you want to modify
4. Press on the pencil on the right side in the template box of the template you wish to modify to enter the modify template view
5. Make the changes you want to make to the template. All fields except the Template Name are optional
6. Press on the save template button
Delete template
1. Press on the wrench in the upper right corner to access the admin panel
2. Press any of the template buttons to enter the template management view for the type of template you want to delete
3. Find the template you want to delete
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