This article takes you through the process of creating a 3PL client user account as well as applying roles and permissions. Please be advised, MultiChannel customers do not have access to client user accounts, this is for 3PL Databases only.
Client User Account - Creation
To create a 3PL Client User Account on Mintsoft, please follow the steps below:
Click Settings then Client User Accounts.
Click Add Client User
Select the Client Account the user will be associated with
Enter the User name
This must be unique for every user
Enter the Email address
Can enter a dummy email address if needed
Provide a Password and confirm it
Select a User Type
To learn more, please review our Client User Types help guide.
Click Create.
The client user will be able to log in through https://om.mintsoft.co.uk/ or your custom portal.
Once you have added a 3PL Client User Account, next, you can apply 3PL Client user permissions.
Client User Account - Roles and Permissions
To add or remove roles and permissions from a 3PL Client User Account, please do the following:
Click Settings then Client User Accounts.
Find the user then click Actions.
Select ManageRoles.
Select the role(s) you want the user to have.
Click Update.
Client User Account - Delete/ remove
To delete/ remove a 3PL Client User Account on Mintsoft, please follow the steps below:
Click Settings then Client User Accounts.
Find the user you want to remove.
Click Actions then Delete.
A green notification pops up appears to confirm the account is deleted successfully. If the green notification pop up doesn't appear or you receive an error following the steps above, please raise a new case online and reference the title of this article.