Creating a primary user account

Each person must have a user account, which can be assigned to one or more roles. These roles are defined by the administrator and authorize the user account to access specific pages, features and settings of the application.

Only users who are assigned the Administrators role can create primary user accounts. Administrators also can authorize primary users to create sub users. Sub users cannot create users.

To create a primary user account, follow these steps:

  1. Go to Menu > Security > Work with Users > Create User.
    The Create User page opens.

  2. In each section, enter or select the appropriate information for the user.

  3. If you want, after assigning a role or roles, select a role-specific landing page.

    1. In the Optional - Profile Details section, click Update Pages.

    2. Select a landing page.

  4. Continue with specific settings for:

  5. Click Create User.

    A message indicates that the new user account was created successfully.

    Note: If not saved correctly, a message regarding incomplete or missing field information appears. Correct the error and click Create User again.

Create User section

Required field: *

Field Definition

User Name *

User’s login ID

Password *

User’s password

Enter a secret code that the person must enter when they sign in. By default, a password must be at least seven (7) letters or numbers, including at least one non-alphanumeric character (such as @ or $). You can change these defaults in Settings Manager.

The user will use this password for their initial login. During their initial login, each user will be prompted to change their password, according to how the administrator has set up the system.

Notes:

  1. The password is case-sensitive: each letter that is uppercase or lowercase must always be entered that way when a user enters their password.

  2. For security reasons, when you enter a password, it appears as a series of dots.

  3. Passwords are not displayed. If a user forgets their password, you can assign a new password.

Confirm Password *

Reenter the user’s password. The entry you type must match exactly what you entered in the Password field.

Make a note of the password. It is not stored with your user profile information.

Optional - Profile Details section

The optional profile fields can be completed or changed by users after they have logged in successfully.

You can change the information in these fields whenever you want by selecting My Profile from your user menu.

Field Definition

First Name

User’s actual first name

Last Name

User’s actual last name

E-mail Address

User’s e-mail address

Culture Override

This field is available if you enabled format localization in Settings Manager. It allows you to determine the format in which dates, times, numbers, and currency symbols appear. The default value in this field is the global culture option defined for all users of the site. Options are:

  • English (United States)

  • English (Canada)

  • English (United Kingdom)

  • English (Australia)

  • English (New Zealand)

  • French (France)

  • French (Canada)

  • Spanish (Mexico)

Landing Page Override

A landing page is the page a user sees immediately after logging in or selecting Landing from the user menu.

You can also choose a role-specific landing page after you assign one or more roles to the user.

Role Assignments section

In this section, you can assign one or more roles to each user that you create, change an assigned role, or remove an assigned role. Each role is authorized and set up to access specific features. When assigning a role to a user, you are authorizing that user to access those features. Because each role provides access only to limited features, you may need to assign multiple roles to a user. For more information about assigning pages to roles, see Setting up role and page security.

This section contains two lists:

Field Definition

Available Roles

Lists the roles for which you have authorization to assign, but that have not been assigned to the user

Assigned Roles

Lists the roles that have been assigned to the user

  1. In the Available Roles list, hold CTRL and click on each role that you want to assign.

  2. Click the image1 button.

    The selected roles move to the Assigned Roles list.

Agent tab

Field Definition

User Type

Select the type that best represents the job function of the user.

  • Agent
    The user is able to view, create, and edit orders.

  • Sales
    Not functional.

Find TMWSuite User ID

Available when Agent is selected as the user type. Use the lookup function to select the TMWSuite ID that provides the user with access to a particular set of companies and resources.

Note: This ID must exist in the dispatch system database before it can be assigned to the FreightAgent user.

Sales Person

Available when Sales is selected as the user type.

Carrier tab

A user account is created for each third-party carrier that needs access to CarrierHub, and for anyone else at the host site who needs to perform tasks within CarrierHub.

Field Definition

TMWSuite ID

The TMWSuite user ID is used to group carriers together by associating them to the same set of views designed for their load boards. You can use an existing user ID or create one or more to represent the groups of carriers appropriate for your company.

Enter the TMWSuite ID, also referred to in CarrierHub as the Board User ID.

Find TMWSuite User ID

Use the lookup function to find the TMWSuite user ID.

Default Carrier ID

The Carrier ID determines the data that is viewed in the Available, Assigned, Historical, and Invoice Review Load boards.

This field shows the default Carrier ID associated with the user.

Note: You cannot make an entry directly in this field. You must perform a Carrier List lookup.

Carrier List

Your company may associate multiple Carrier IDs with a single user. For example, if you have created a separate profile for each of a carrier’s terminals, or if you have agents responsible for multiple carriers.

Note: Each time a user that has multiple carrier IDs associated with his/her login signs on, the system will verify that each of the associated carrier IDs is active in the dispatch system.

  • If a user’s carrier becomes inactive in the dispatch system, that carrier is no longer associated with the user. No information on that carrier’s loads will be available.

  • If an inactive carrier is subsequently made active again, you must re-add it to the user’s profile. It will not be added automatically.

You cannot make an entry directly in this field. Use the lookup function to find and select the needed ID(s).

  • For carriers, use the carrier ID assigned to the carrier in TMWSuite File Maintenance.

  • For internal users who will not be accessing the load boards, you can use UNKNOWN.

The first Carrier ID added to the Carrier List is used as the default and is displayed as read-only in the Default Carrier ID field. To change the default carrier ID when multiple IDs are listed, do the following:

  1. In the Carrier List, select the default carrier.

  2. Click Set Default.

Pay and Trip Details tab

To allow users to look up assignments and pay, you must identify the Assignment Type as Driver, Tractor, or Pay, and assign a corresponding TMWSuite ID or IDs.

Field Definition

Assignment Type

Select an entry form the Assignment Type list. Three options are available:

  • Driver
    A driver can view trip assignments and pay information for his trips.

  • Tractor (Owner/Operator Asset)
    An owner/operator can view trip assignments and pay information for his tractor’s trips.

  • Pay (Owner/Operator Pay To)
    A Pay To owner/operator can view trip assignments and pay information for his driver’s trips.

Driver

Use the lookup function to find the driver’s TMWSuite ID.

The driver is a direct employee of a trucking company who receives pay for hauling freight.

The Driver File Maintenance accounting type is Payroll.

Tractor

Use the lookup function to find the tractor’s TMWSuite ID.

A tractor is an asset belonging to an owner/operator. The owner/operator receives pay from a trucking company for the use of his tractor to haul freight.

The Tractor File Maintenance accounting type is Accounts Payable.

Pay

Use the lookup function to find the Pay To’s TMWSuite ID.

Some owner/operators own multiple pieces of equipment (tractors/trailers) and employ a small number of drivers.

The Pay To owner/operator receives pay from a trucking company for the trips his drivers complete. He then pays his drivers for hauling the freight.

The Pay To File Maintenance accounting type for the owner/operator is Accounts Payable.

Notes:

  1. Separate profiles are created for Pay To entities in TMWSuite. Each Pay To has a unique ID.

  2. The File Maintenance profiles of drivers who work for a Pay To must identify their accounting type as Accts Payable and include the ID of the Pay To.

CSA Settings tab

If your company’s DOT number is registered through ClientCenter and you want your drivers to be able to view their CSA safety scoring information, this tab is available after you create the user account. See Mapping IDs from the CSA website to driver profiles.

Customer tab

Field Definition

TMWSuite ID

The Board User ID, i.e., an identifier that associates the eStat user with one or more eStat boards (views)

This ID allows the eStat user to track shipments.

Note: This ID must exist in the dispatch system database before it can be assigned to the eStat user.

Enter the ID, or use the lookup function.

User Description

A free-form field where you can enter information about the user

For example, the user’s job title, division, business location, shift, etc.

Note: Entries in this field will display for any sub users this user may create.

Commodity Prefix (comma separated list)

If your company creates commodity profiles with prefixes to differentiate between the commodities associated with your different customers, you can enter the prefixes for the commodities associated with the user. Make your entries as a comma-separated list.

Note: Commodity prefixes are associated with the user’s profile. They are not tied to the user’s profile or associate companies.

Process Tendered Shipments

The user has the authority to review tendered shipments and set their dispatch status to Available within eStat. The tendered shipment request will not be approved in the dispatch application.

Note: This option should only be used when creating an eStat profile for one of your company’s employees.

Allow user to change the Order-By Company

The user has the authority to change the Order By company for sub users he/she creates.

Note: Sub users cannot change their Order By company.

Parent Companies Search/Parent Companies

If you want to restrict the user’s profile and associate companies to a parent company’s divisions, follow these steps.

  1. Enter the first couple of letters of the parent company ID in the Company field.

  2. Click Search.
    A list of companies that match the search criteria appears in the Available Companies list.

  3. Select a company in the list and click image2 Add to move it to the Parent Companies list.

  4. Repeat Step 3 for each parent company you want to add. To remove a company from the Parent Companies list, select it and click image3 Remove.

Customer Companies tab > Profile Companies sub tab

A profile company is a company that the user represents.

  • A user’s profile companies determine what shipments the user can track in the Available, Assigned, and Historical Loads windows.

  • A user must have at least one profile company. If the user has only one profile company, that company is the user’s default company. The default company is the user’s Order By company.

  • A user can have multiple profile companies. If so, you must identify one as the user’s default company. The default company is the user’s Order By company.

The tab has two sections that allow you to search for and link profile companies with the user.

  1. In the Profile Companies Search section, enter a letter or two of a company name or ID in the Company field.

    Note: To view all companies, type %.

  2. Click Search.

    The Available Companies list displays companies from the company table in the TMWSuite database that match your entry.

    Note: If you entered one or more parent companies in the Customer tab, the Available Companies list displays the parent’s division(s).

  3. Select one or more companies from the list:

    • To select one company, click the company name.

    • To select multiple companies, hold CTRL as you select the companies.

    • To select a range of companies, hold SHIFT as you select the first and last company in the range.

  4. Click Add to Profile to add your selections to the list of assigned profile companies.

  5. To identify the user’s default company, select the preferred company in the Profile Companies list.

  6. Click the Set Default Company.

    The selected company’s name and address display at the top of the Profile Companies tab.

Customer Companies tab > Associate Companies sub tab

An associate company is a company that has done business with a user’s profile company.

  • The associate company can be a Bill To, shipper, consignee, or Order By company on an order that involves a profile company.

  • The eStat administrator can designate additional companies as associates that have not done business with a user’s profile company.

The tab has two sections that allow you to search for and link associate companies with the user.

  1. To view or update companies that qualify as associate companies for the user, click Refresh Associate Company List.

  2. In the Search Associate Companies section, enter a letter or two of a company name or ID in the Company field.

    Note: To view all companies, type %.

  3. Click Search.

    The Non-Associate Companies list displays companies matching your entry.

    Note: If you entered one or more parent companies in the Customer tab, the Available Companies list displays the parent’s division(s).

  4. Select one or more companies from the list:

    • To select one company, click the company name.

    • To select multiple companies, hold CTRL as you select the companies.

    • To select a range of companies, hold SHIFT as you select the first and last company in the range.

  5. Click Add to Associate List to add the selections to the list of associate companies shown in the Associate Companies list.

Data Warehouse tab

You assign new users to groups when you want to limit access to specific data columns and saved reports in Data Warehouse Explorer.

Section Description

Available Groups

Displays the list available of user groups

Select the group or groups you want to assign to the new user and click the Right arrow.

Note: You must create the user groups before you assign new users to them.

Assigned Groups

Displays any group or groups assigned to the new user

To remove a user from a group, select the group or groups and click the Left arrow.

You assign row filters to new users when you want to limit access to specific data in Data Warehouse Explorer.

Section Description

Available Filters

Displays a list of available row filters

Select the filter or filters you want to assign to the new user and click the Right arrow.

Note: You create new row filters by creating a table-value-function in SQL. Contact your Support team for more information on these filters.

Assigned Filters

Displays any filters assigned to the new user

To remove a filter from a user, select the filter or filter and click the Left arrow.