Users
Create new user
You can add new users via this page.
Click on the ‘Add user’ button
Then complete all fields
Allocate the correct role to the user
Indicate the access to the correct module
Choose the correct department to which the user must be added.
Click on the ‘Save’ button to add the new user
IMPORTANT!
Each user is always linked to a unique e-mail address.
Log-in process new user
From the moment that the admin user has created the new user, that new user will automatically
receive a mail with the necessary instructions for setting his/her password for gaining access to
the portal. Please note: The link in the mail is valid for 24 hours.
Forgotten password process
On the ‘Users’ page, you can send instructions for renewing a password if a user forgets their password.
Go to the ‘Users’ page
You now see an overview of all users in your portal
Go to the user who has forgotten his/her password and right click on the pencil
Click on the ‘Send password reset instructions’ button
This user will automatically receive a mail
PASSWORD FORGOTTEN MAIL
Click on the ‘Reset password’ button and then enter the restore code which you can find in the mail
You can now set your new password
USER ROLE TYPES
Within a department there can be a maximum of three types of user:
Viewer
Operator
Department Admin
Each role has its own rights A department is not limited to a number of users.
Viewer
This type of role is restricted to viewing information. He or she can consult the reporting tool,
view statuses, peruse or download documents and do this only within the department to which
he/she has access.
Operator
This is an operating role. The operator only has access to viewing and operating within the department
to which he belongs. In addition he only has access to documents that he/she has sent. The operator
does not see any information or documents that are sent by otter user profiles.
Department Admin
The department admin has access to all functionalities within his or her department. The department
admin can create package labels, add users within the department and view all documents that are
sent via the department. Within EasyPost.Classic, this role has the same rights as the operator.
Admin
The admin user is an umbrella role of the three user roles described above. He/she has complete
access to all functionalities within all departments of the platform. In addition, he/she can create new
users and add them to a specific department and he/she has access to all documents that are sent
via the platform.