Users & accounts
Each user sees the accounts and screens their role allows, and help is there on the screens that need it.
- STCustomer adminSam Taylor2 accounts
- ANCustomerAlex Ngata1 account
- JWCustomerJo Wilson3 accounts
Illustrations with sample data. Screens are simplified and appear in your own branding.
Users and accounts
- Roles
Customers ship and track; customer admins also manage their account's users, settings and invoices; administrators run the platform.
- Several accounts per user
One sign-in for many accounts, with a quick account switcher.
- User management
Invite users, set roles and landing pages, reset passwords and sign out sessions.
Set up by your administrator - Onboarding and credit applications
New customers apply online; shipping goes live once credit is approved.
Optional module - Security
Session time-outs and data separated by account.
Settings
- Company settings
Currency, date and time format, time zone, and New Zealand or Australian operation.
Set up by your administrator - Menus to suit
Show or hide menu items for each instance.
Set up by your administrator - Dashboard
Order and shipment counts by status, and carrier service updates.
Help and support
- Support cases
Raise a case about a shipment, order or bill and follow it through.
- Notes and history
Internal notes with attachments, and a full change history on orders and shipments.
- User guide and help
A built-in guide in your branding, and help on the screens that need it.