If you are a multinational account holder, you can add users and give them the ability to switch between specific country databases as well as to search for rates within specific regions. In this article, we’ll look at how you can add users to your account and give them these access permissions.
Important: this is only relevant for multinational users who have been set up as a Global Admin.
First, to add a user, go to the Global tab, then click on the Users sub tab.
From here, you’ll be able to see all the users that are currently in your account, as well as the regions they’re sent up for and their role in the company. Global admin is the most senior role and will have access to all settings.
Tip: hovering above the globe icon under the Countries column will show you all of the countries that are activated for this user.
To begin adding a new user, click on the + symbol.
A pop-up will appear where you can add all of the details of your users. The first part is the Primary country, which is where the user is based and where they will first login to their WebCargo account from. You’ll then find common details like Name, Email, City, Phone & mobile numbers and associated IATA codes.
Important: The IATA codes that will appear in the list will be those associated with the selected Primary country. If the user you’re setting up has the ability to book from multiple countries, you’ll need to assign the IATA codes on a country by country basis.
You can also select the Role of the user. The permissions of each role will be dependent on what you agreed with your account manager when setting up your account.
Selecting the User Regions
Next, select the User regions for your new user. The User regions are the regions that the user has access to. They can switch between the respective region databases and manage features such as local charges and other features per country.
They can do this by clicking on the country symbol to the top right hand corner of the screen and selecting a country from the dropdown.
Notice when you select a different region for the user, the left hand column next to the country will have a greyed out box with a tick in it. This means that the user can now access the database from this country and, while logged in, can switch between countries.
Next, select the Visible regions for the new user. The regions selected here are the regions which the user can search for rates and see results.
As an example, imagine that I am logged in in Spain, but I also have Visible regions activated for France and Germany. I can make a static or dynamic rate search from CDG (Paris) or FRA (Frankfurt) to a destination and I’ll be able to see rates from these locations. This is how Visible regions work.
When you select a region from the dropdown, the countries associated with it will automatically be selected. This is represented by a blacked out box with a small tick inside.
If you click Global for either User regions or Visible regions, every box will check.
Important: the shown countries and regions are managed by WebCargo. If you want to change a region, or think you should be seeing a country and it’s not on the list, please reach out to your account manager.
If the user should have access to a database or rates for specific countries from different regions you can personalise the selection by clicking on each box for either User regions or Visible regions.
You’ll also notice that for the country that was selected for the Primary country mentioned earlier, the user that both the User region and the Visible region are checked with a green tick. This reflects the default region for the user and cannot be changed.
Once you’ve entered all of the information, click Add located at the bottom of the list of countries. The user will then be added to the list.
How to edit, delete, and send credentials for the user
Finally, if you want to edit a user, you can click on the pencil and paper symbol. You can then add or remove more regions and change user information.
Click on the three horizontal dots and the log in credentials will be sent to the user with their username, password and associated website.
Finally, if you want to remove this user, click on the red rubbish can. Be careful, as once removed all data associated with the account will also be deleted.
If you have any other questions about adding a user, please do not hesitate to reach out to us.