User Administration: Manage Web Portal User Profiles
User Administration: Manage Web Portal User Profiles
Fast-Weigh Web Portal
You can create multiple kinds of logins to your Web Portal so that different parts of your organization can access the data that they need (and can't access the data they don't).
Navigate to
Settings > User Administration
to manage user access to your web portal.
To edit a user account
, click the account in the table to highlight it green, then edit the parameters in the space below the table and click
Save
when done.
To add a new user,
click the
[New]
button at the bottom of the page first.
Create a
username
for the new account.
Enter the user's
email address
and
name
.
Choose a
role
for the user.
Add any additional
restrictions
, and, if applicable, the
region(s)
they will have access to.
If you leave the
password field
blank, an email will be sent to them with instructions on how to set up their own password.
When finished adding new users or editing users, click
Save
.
User Roles
Roles for your organization:
ADMIN
Full admin and management access throughout the entire web portal.
Hide Pricing
- Turn off this role's ability to view pricing on tickets, orders, reports, or analytics.
Tickets Read Only
- Turn off this role's ability to edit tickets.
Quotes Ready Only
- Turn off this role's ability to add or edit quotes.
Orders Read Only
- Turn off this role's ability to add or edit orders.
Trucks Ready Only
- Turn off this role's ability to add or edit trucks.
Resources Read Only
- Turn off this role's ability to add or edit customers, products, locations, tax codes, and terms.
DATA ENTRY
Hide Pricing
- Turn off this role's ability to view pricing on tickets, orders, or reports
Tickets Read Only
- Turn off this role's ability to edit tickets.
Orders Read Only
- Turn off this role's ability to add or edit orders.
Trucks Ready Only
- Turn off this role's ability to add or edit trucks.
Resources Read Only
- Turn off this role's ability to add or edit customers or products
OPERATIONS
Hide Pricing
- off this role's ability to view pricing on tickets, orders, reports, or analytics.
Tickets Read Only
- Turn off this role's ability to edit tickets.
Orders Read Only
- Turn off this role's ability to add or edit orders.
Trucks Ready Only
- Turn off this role's ability to add or edit trucks.
SALES
Hide Pricing
- Turn off this role's ability to view pricing on tickets, orders, reports, or analytics.
Tickets Read Only
- Turn off this role's ability to edit tickets.
Quotes Ready Only
- Turn off this role's ability to add or edit quotes.
Orders Read Only
- Turn off this role's ability to add or edit orders.
Roles for your customers or haulers:
CUSTOMER
Only allows access to their customer-specific data and basic reporting. When setting up a customer role, you will be required to enter a corresponding customer ID, which limits ticket display to the selected customer.
Customers can access:
Dashboard grids and charts pertaining to their ticket data
Their own tickets through the Ticket Query
Reports pertaining to their ticket data
Can view and print their invoices under Billing
HAULER
Only allows access to their Hauler-specific data and basic reporting. When entering a hauler role, you will be required to enter a corresponding hauler ID, which limits display to the selected hauler.
Haulers can access:
Dashboard grids and charts pertaining to their ticket data
Their own tickets through the Ticket Query
Reports pertaining to their ticket data
Roles for eTicketing
The Truck and Inspector roles were designed specifically for eTicketing operations, using the Fast-Weigh Mobile Management app. With our eTicketing tools, you can meet your local eTicketing requirements by allowing drivers to access tickets from the road on any mobile device, along with the ability for DOT inspectors to access tickets for certain orders. Additionally, if you have Proof of Delivery, inspectors can accept or reject delivered loads, and drivers can mark loads as delivered. Watch this eTicketing training video to learn more:
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