Introduction

Logivity platform provides a function to add new users, define specific user roles and create user groups with specific permissions. 

By Default you will have two (2) groups already existing in your account:

• Organization administrators - members of this group have full control in your organization's Logivity account. You can have several organization administrators in your account.
• Default users - This group allows you to add users without giving them admin permissions.

Defining User groups functionality is available to Organization Administrators. Group member access can be limited based on:

• Services - restrict group member access to only Connect or Loadboard service
• Pick-up country - restrict access to shipments going from a particular country or a group of countries
• Delivery country - restrict access to shipments going to a particular country or a group of countries
• Carrier reference number / Carrier Parma ID - restrict access to view shipments assigned to a particular carrier or a group of carriers
• Shipper reference number - restrict access to view shipments created by a particular shipper business unit under Shipper organization
• Role - if your organization has both Shipper and Carrier roles, you can restrict group member access to only one of the roles: Shipper or Carrier
• Shipment type - restrict group member access to view only Express or only Standard shipments

There are three levels of access for user group members:

• Group admin - allows to add/remove existing organization users from the group, and to give edit access to allow group users edit shipments in this group
• Edit - allows to edit shipments in this group
• Read-only - allows read-only access for shipments in this group

Prerequisites

This article instructions apply to Organization Administrators and Group Administrators.

Instructions

1. How to create New Users

Only users with organization administrator role can create new users for their organization's Logivity account. To do so, please go to the "Administration" tab in the vertical navigation bar, and click on "Users" tab. Here you can see all users that are currently registered under your organization, their contact details and roles assigned to them.
To create a new user for your organization, click "Add user".

Fill in new user's details and define their group membership and permission levels. Click on "Add user". You new user will then appear in the users list. Invited user will then receive an email to set their password and login to Logivity services.

2. How to create New User Group

Only users with organization administrator role can create new user groups for their organization's Logivity account. To create a new user group navigate to Administration page, click on "User groups" and click on "+ Add group"

Add a title to the new user group and define access rules if necessary. If you define multiple access rules, all of them will be applied to the users in this group. If a particular rule is not added, no filtering will be done for that criteria.
Below you see two examples of setting up the user group rules:

1. Group rules for users that should only have access to Express shipments in both services 
2. Group rules for users that only work with shipments to and from particular countries

You can define email notification settings for users in your group. If your organization has both Shipper and Carrier roles, you will have a possibility to configure notifications for each of the roles separately (1). As a Carrier you can set notifications for:

• Loadboard - when a new express shipments sent to you (2)
• Connect - when a new standard shipments sent to you (3)
• When shipments are cancelled (4)

As a Shipper you can set notifications for Loadboard:

• When an express shipment is awarded (5)
• When auto-award failed (6)

On the user group level notification setting can be set for only one email address. If you have a functional mailbox that you are using to handle shipments, you can add that mail address here (7). Notification for individual users need to be configured in the user profile. Please refer to this guide to learn how to configure this.

In the next step you add users to the group (1) and define relevant roles for for them (2), depending on what permission level you would like them to have:

• Group Admin - can add/remove group members and define user permission level, modify group notification settings, handle shipments
• Edit - can handle shipments
• Read Only - can only view data but not make any changes

Save the changes by clicking on "Add group" (3).

3. How to edit access for an existing user

Only users with organization administrator role can edit user access for their organization's Logivity account. As an organization admin you can delete a user, reset their password, and edit account details and roles of existing users. To manage user accounts, go to the Administration page (1) and click on "Users" (2) tab. Under Actions column you will see user management actions available to you as an admin for your organization (3).

To modify a role for an existing user, choose the user and click on "Edit" option.
Here you can edit user details, add or remove the user from a group, and modify their permissions in the group. Remember to save your changes after completing the updates.

4. How to reset a password for another user

To reset the password for a user click on "Reset password" button and the reset password email will be sent to the email address that user has been registered with.

5. How to edit existing Group users as Group Admin

To modify the group where you are a group admin navigate to the Administration page (1) in Logivity services. In the "User groups" (2) tab click "Edit" (3).

Group admins have the access to:

1. Modify basic information about the group
2. Modify email notification settings
3. Add or delete organization's existing users from the group
4. Modify group member access level

Group admin cannot edit group access rules or add new users to the organization's Logivity account, this can only be done by an organization administrator.