Location: Web Administration Tool > User Setup > Personnel > Web User Setup

 

A new Web User Setup has been added to the Personnel records.  This setup replaces Mover’s Suite Administration > MMS > Web > WebAccess which linked the Web Client to a system-defined user.  This dependency has been removed and now web portal users can be defined without requiring user access (SysUser records).

 

New procedure for adding users to the Customer Web Portal

 

To define access to the Customer Web Portal for a user (either entire company or a particular account representative), administrators will need to follow the procedure below:

 

Adding a user to the Customer Web Portal

1.   In the Web Administration Tool,

2.   Open User Setup > Personnel setup,

3.   Open the General tab,

4.   Press New to open the screen to be edited,

5.   Enter First Name/MI,

6.   Enter a Last Name.  Note: The name here will be used if a note or a new order is generated by the logged in user,

7.   Select a Status of “ACTIVE.”  Only an active status will enable a user to open the portal,

8.   Select the Labor Type of “Web User”,

9.   Enter an unique Employee #.  Mover’s Suite recommends using incremental values such as web01, web02, web03, etc.

10.  Select a Default Branch.  This is the only branch that the user will be available to view,

11.  Access the Contact tab,

12.  Enter an Email for the account owner or coordinator,

13.  Open the Web User Setup tab.  Note: Access to this tab is through the WebUserSetup role defined through the User Setup > Personnel > Roles setup area,

14.  Enter a unique Username and Password.  These will be provided to the company or account representative along with the URL of the Customer Web Portal,

15.  Select a Security Profile of “Web Client”,

16.  Select a Report Profile.   This is only required to be entered for validation,

17.  Select a Profile from the available list.  The menu values are pulled from the Task Definitions and represent the type of access being given the Customer Web Portal user.   A user with a profile of “Auto,” for example, will only be able to search and view orders that have a matching Task Definition (Name, Address, Phone > Task Definition),

18.  Enter a User Type that represents the type of order that can be searched, created, and viewed.  The following values are recognized: “0” – Household Goods, “1” – Special Commodities, or “2” – Electronics,

19.  Enter a Company Name that will displays as a title when this is user is accessing the web portal,

Note: No data needs to be set within the User Setup, since the Web Client Security Profile is no longer needed or available.

20.  Press Save to add the new user to the database,

21.  Repeat Steps 3 to 20 for other Customer Web Portal users.