Managing Users

Once you have set up your intial user you may wish to add multiple users for the rest of your team.

  • Go to Setup - Users
     
  • Your current list of Users will display. Above this list you will see a Tab saying New user in Green.
     
  • Select the New User tab.
     
  • All areas of the CDN site fields marked with orange text are mandatory.
     
  • Create a User Name, which you will use each time you login to vinDISPATCH
     
  • Enter your First name, last name and email.
     
  • Create a password for when you login.
     
  • Select your time zone. This will then audit any work you do on vinDISPATCH in your correct time zone.
     
  • Make a note of the username and password as these will be needed for logging on to the system for the new user.
     
  • Then select the roles you wish to allocate to this new user.
     
  • On the help web page under ‘Setting up Users’ is a list of what access each of the roles will allow, it is important to ensure that each user is given access to the relevant information and capabilities on the system.
     
  • Admin – Allows use of Dashboard, Jobs, Plan, Users, Carrier Networks
     
  • Accounts - Allows access to Setup > Accounts > Chart of Accounts, for Xero intergration
     
  • Developer – Adds access to the Developer menus to manage web hooks
     
  • Logistics – Allows use of Dashboard, Networks, Movements, Locate Workforce, email, Devices
     
  • Viewer - Login only with read only access to jobs
     
  • Accountant – Adds access to Contracts menus
     
  • If you require more than one role simply hold the control key down whilst selecting multiple roles
     
  • The user enabled check box will need to be selected
     
  • If you would like this User to receive New job email alerts on the email address provided, select this box also
     
  • Ensure to SAVE to complete this.
     
  • To disable a User uncheck the user is enabled box. This can always be re-verted back, by going in to ‘Disabled Users’ and checking the enable user box again.