Granting access to the Shipwell platform to additional users on your team is essential to ensure everyone can leverage the tools and information they need.
When adding a new user, you can establish user permissions to limit access to certain abilities in the platform. Note that disabling certain permissions may result in partially functioning workflows for users.
These are simple on/off toggles for each permission. Here’s a rundown of what they control:
Allow users to view, create, and remove relationships with carriers (in the Shipwell platform, these are “Vendors”). Note that if a user has the Carrier Relationships permission disabled, they will not be able to assign a Carrier to a shipment.
Company permissions give the user the ability to change company settings (for your own organization) such as company name or addresses.
Customer relationship permissions give the user the ability to create, view, and delete relationships with customers, and book on behalf of customers.
Quote permissions give the user the ability to generate quote requests for freight shipments to send to carriers.
Shipment administrators can create, cancel, update, track, and manage shipments. They will be able to create customer communications and send emails with the associated shipment.
User permissions give the user the ability to add, edit, and delete internal users within the company to the Shipwell platform.