The following Article describes how to Create and Edit Users in the IDS 2 Shipping Portal.

Step-by-step guide

1. Click on the "Search TripsUsers" tab:
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To

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Create a New User

Step-by-step guide

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1. Clicking on part of the date to highlight either the Day, Month or Year.
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2. Then clicking either the up or down arrows
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3. Or by select the large down arrow
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4. Then select the date from the pop up calendar.
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1. Using the right hand side of the screen
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2. Select the level of Authorization for this new user, using the "Authorization" dropdown:
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3. The levels of Authorization are:
   1. User - cant see the Users and Address Tabs. They can only create, edit and search shipments.
   2. Admin - can see all screens in the IDS 2 Shipping Portal.
4. Then enter in the User's Login ID in the Login ID field:
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5. Login IDs:
   1. can only contain numbers and letters.
   2. they must be a minimum of 4 characters.
   3. They cant contain spaces.
   4. They cant contain any special characters.
   5. You will notice that if you try to enter in a space or a special character, the software will ignore your input.
6. Enter in the User's First and Last Name
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7. Then enter in the password into the "Password" and the "Password Confirmation" fields
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8. Then enter in their phone number
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9. Then enter in their email
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10. Then enter in their Cell (Mobile) phone number
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11. Then tick the "Is Enabled" box
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12. Then click the "Add / Update" button
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13. You will then see the new user appear on the left hand side of the screen
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To Edit a User

1. Find the user that you would like to edit in the left hand side of the screen.
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2. Then double click on that user.
3. Their user details will populate the fields on the right hand side of the screen.
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4. Then change the fields as needed.
5. When you are done, click on the "Add / Update" button
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To Disable a User

1. Using the steps above (To Edit a User).
2. Untick the "Is Enable"
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3. Then click on the "Add / Update" button.
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To Delete a User

1. Using the steps above (To Edit a User).
2. Then click the "Delete" button located on the bottom left hand side of the screen
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3. Then click "Yes"
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