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Create a New User

Mackenzie Nelson
Mackenzie Nelson
Updated

In this article

New users (including facility managers and other site personnel) can be created only by the Administrator. This process requires multiple actions be taken by the Administrator within the YMS application:

  1. Create a New User in the Visibility Operations Center (VOC).

  2. Create a New User in the Person Console. This step is only required for creating new Facility Manager, Driver, and other site personnel user types.

  3. Create a New User in Admin Settings. This step is necessary for creating any new user - including site personnel (like Facility Managers, Drivers, and others) and carrier users.

Create a New User in the VOC

The YMS is only accessible through the VOC. A new user must be added to your tenant in the VOC so they can log in to the YMS. To add a new user in the VOC, please see the User Management UI User Guide.

 

Create a New User in the Person Console

To create a new user (facility manager or other site personnel) in the Person Console,

  1. Click Person at the top of the YMS screen to open the Person Console.

    Click Person.png

  2. Click Person List.

    Click_Person_List.png

  3. Click Create Person.

    Click_Create_Person.png

  4. Enter the new user's information in the Create Person pop-up window.

  5. Click Save.

    Save_Create_Person.png
 

Create a New User in Admin Settings

The Administrator must add the new user to the VOC and to the Person List in the Person Console before adding them in Admin Settings. Adding a user in Admin Settings is necessary to assign the user a role and grant them access to specific depots.

  1. Open the user information in the top right of the YMS dashboard, and click Admin Settings.

    Click_Admin_Settings.png

  2. Under Users in the left navigation bar, click Org Users.

    Click_Org_Users.png

  3. Click the Create User button.

    Click_Create_User.png

  4. Complete all required information for the user. Required information is indicated with the red asterisk. This includes the user's email, first and last names, their role, and the depots (or site) they can view and manage site and shipment booking information.

  5. Click Save.

    Click_Save.png

Note

While the Analytics toggle is visible and can be "turned on" for all created users, only Administrators have access to analytics information.

The new users information has now been added to the Users List in Admin Settings and can view and manage site and booking information.

Create a New Carrier User in Admin Settings

Before a carrier user can be created in Admin Settings, the Administrator must create a new user account for the carrier in the company's tenant in the VOC.

To create a new carrier user in Admin Settings,

  1. Click Users.

    Click_on_Users.png

  2. Click Carrier. This opens the Carrier User list.

    Create_User_carrier_users.png

  3. Click Create Carrier.

  4. Complete all information in the Create Carrier pop-up.

  5. Click SAVE.

    Create_User_click_save_carrier_popup.png
 
 
 

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