How to Add Users
 6 Minute Read





1. Go to Settings> User Manager to Add, Edit, Clone, or Delete a user. When adding a user, you will be required to fill out the new user form.


2. Issue a password. The user can change it on their own after the first time they log in. The user email is their login user name.


3. Select the User Type and Role. Most users will be "Standard".


*Note*  Users with type “ Customer, Sales, or Vendor” will not have access to the company address book. But they will have their own address book.



4. Assign Screens, Carriers, Package Types, User Function, and User Warehouses. These will be the options the new user will have access to in their account.



  • In the “Mark Up” field you can chose to add a % to mark up the freight. The user will see the rates marked up by the % you enter.




5. Set User Visibility. This setting will control what shipments in Orders, Quote/Ship, Tracking, and History the user will have visibility to.

  • By default, the user will only see their quotes and shipments within the Orders, Quote/Ship, Tracking and History screen unless you enable the “Show all Shipments” option.




Advanced Settings: In the Advanced Settings tab, you can set user defaults to minimize clicks in the Quote/Ship screen. 

  • Pickup defaults as well as Quoting and Shipping rules  can be set under advanced settings.
     


6. Click Save.

  • Upon saving the new user, they will get an email introducing them to FreightPOP and explaining how to log into their FreightPOP account.


Once you have added the user you will see them on the list of users in your main User Manager screen.