Creating and Editing Users with the Admin Portal
Each person accessing one or more of Hitrak's apps requires a unique user login. These are created in the Organisation's Users tab.
In this article:
Creating External Users (Freightmaster Customer Portal)
Creating Internal Users
Users within your business who need access to the Admin Portal or Driver App must be created within your own company's organisation. In Administration>Organisations, select your own company's Organisation from the list.
For those who require access to both the Admin Portal and Driver App, a user must be created within the Organisation for each app. They will be able to access both apps using the same login details.
Admin Portal Users
In the Users tab:
- Click Create User.
- Select For Admin Portal.
- Enter the user's Email address. This will be their login username.
- Click the 🔑 icon to generate a login password.
- Enter the Name and Phone number.
- All Admin Portal users will have the standard Admin role applied by default. Add any advanced permissions using the checkboxes.
- Click Create to save the new user. This will generate a welcome email to the user, which includes a link to the Portal and their login details.
Driver App Users
In the Users tab:
- Click Create User.
- Select For Driver App.
- Enter the user's Email address. This will be their login username.
- Click the 🔑 icon to generate a login password.
- Enter the Name and Phone number.
- Select all applicable Licence Classes from the list.
- All Driver App users have the Driver role applied by default. The Storeman role can also be added if needed, using the checkbox.
- Add Emergency Contact details (optional).
- Select a Default Site and Default Vehicle for the Driver (optional).
- Click Save to save the new Driver. They will receive a welcome email with a link to the App, along with their login details.
Creating External users (Freightmaster Customer Portal)
User access for your customers in Freightmaster is configured within the customer's Organisation.
To create a Freightmaster user:
- Search the customer Organisation, and select it from the list.
- Click Create User.
- Select For Freightmaster.
- Enter the user's Email address. This will be their login username.
- Click the 🔑 icon to generate a login password.
- Enter the Name and Phone number.
- All Freightmaster users will have the Dispatch Viewer role applied by default. Add other roles as needed, using the checkboxes.
- Select the Sites they need access to. This determines the sites the user can access when logged in to Freightmaster.
🚧Depending on their user role(s), Freightmaster users will be able to view all consignment data and create consignments or quotes for any site linked to their login. Work with your customer to ensure their Freightmaster users only have access to the appropriate sites.
- Select the user's default Origin (Sender) Site and Requesting Site.
- Click Create to save the new user. They will receive a welcome email with a link to Freightmaster, along with their login details.
💡For full details on the roles available for each app and what they mean, see Understanding User Roles.