Security Groups/Settings

Security Groups/Settings

Security Groups and Settings

Security groups control what users can access in the account. All accounts include four default groups that work for most users during initial setup. You can refine these settings later as needed.

Default Security Groups

Every account is created with these four security groups:

SuperAdmin

  • For account administrators
  • Full access to all features and settings

Operations

  • For internal staff performing operational tasks
  • Broader access to day-to-day operations

Customer

  • For external customers who create and track their own consignments
  • Limited access to consignment creation and search

Agent

  • For external agents or partners
  • Access to agent-specific functions

Getting Started

For most accounts: Use the default groups as-is during initial setup. Assign new users to the appropriate group when creating their logins.

Customize later if needed: Return to security settings after initial setup if you need:

  • Different access levels for different customer types
  • Specialized roles for internal staff
  • Specific security or compliance requirements

This approach allows you to focus on getting users set up now and refine permissions before rolling out access to the wider business or customers.


Assign Users to Security Groups

Default Assignment

When creating a new login, the system automatically assigns users to a security group based on their user type.

Staff Logins = Super Admin Group

Customer Logins = Customer Group
Agent Logins = Agent Group

Manual Assignment

To change a user's security group after their login is created:

  1. Navigate to Transport > Configuration and Setup > Card Files > Staff (Users)
  2. Enable the checkboxes at top right if you need to see customer or agent logins
  3. Double-click the user
  4. Select the new security group
  5. Deselect the previous group
  6. Click Save


















How To Customize Security Groups (Optional)

Edit Access for an Existing Group

  1. Click the dropdown and select Enter Security Mode
  2. The page will reload with padlock icons next to each field
  3. Hover over a padlock next to the field you want to modify
  4. Set the access level for the group:
    • NONE: No access
    • Read Write: Full access
  5. A confirmation message will appear at the bottom right

Note: Security setting updates take 15-20 minutes to take effect due to caching.

Important: To grant access to a page, you must enable access at every level of the menu hierarchy. For example, to allow access to the Transport Price Calculator, enable access to:

  1. Finance menu (top level)
  2. Administration menu
  3. Transport Price Calculator page











Create a New Group

  1. Navigate to Configuration > General > Security Groups
  2. Click Add Security Group
  3. Configure the settings:
    • Security Group: Name of the group (can be changed later)
    • Default General Security: Set to Read/Write (allows users to view and edit pages they have access to)
    • Default Menu Security: Set to NONE (grants access to individual pages only, not entire menus)
  4. Click Add

The new group will appear in orange in the grid on the left.







Test User Access

To verify what a user can see and do:

Option 1: Impersonate a Security Group

  1. Enter Security Mode (see steps above)
  2. Hover over any padlock
  3. Click Impersonate and select a group
  4. The page will refresh to show the account as that group sees it
  5. Exit Security Mode or disable impersonation to return to your view










Option 2: Test with a Real Login
  1. Create a test login and assign it to the security group
  2. Open a different browser or use incognito/private browsing mode
  3. Log in with the test account
  4. View the account as that user would see it

This method is often easier since you cannot be logged into two accounts in the same browser simultaneously.


FAQs

Q: Can I add a user to multiple Security Groups?
Yes, but it is not recommended. Adding users to multiple groups can create conflicting access levels. Assign each user to one group only.


Related Articles + Videos

Please see below links that provide more information on the content of this help article:
  1. Video Tutorial
  2. Security Groups Documentation


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