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Web Portal Site Setup

This screen allows the addition of new web portal users and update of their details and access.  This screen is found in Web Portal > Web Portal Users.

If any changes are made to this screen whilst the Web Portal user is logged in to the web portal advise them to log out and log back into to pick up the changes.

Field Name

Description

Validation

Default

User Name

This is the web portal user’s username

Mandatory

Blank

First Name

This is the web portal user’s first name

Mandatory

Blank

Last Name

This is the web portal user’s last name

Mandatory

Blank

Contact Phone

This is the web portal user’s contact telephone number

Mandatory

Blank

Email Address

This is the web portal user’s email address

Mandatory

Blank

Password

This is the web portal user’s password

Mandatory

Blank

User ID

This is the web portal user’s ID

System Generated

 

Active

This indicates if the web portal user is active

Mandatory

No

Default Front Page

This sets the front tab of the Web Portal information to Open Import Jobs, Open Export Jobs or Container Management

Mandatory

Open Import Jobs

Customer

This is the customer code for the customer the user wants to view in the web portal. Enter a code or click on to see the customer zoom

Mandatory

Blank

Customer Name

This is the customer name in full

System Generated

Blank

Default Customer

Where the Web Portal User can access details of more than one client select the client which will appear as the default client in the Home screen.

Mandatory

No

Order Tracking

This indicates whether the customer has access to Order Tracking

System Generated

Blank

Business Unit Code

The list of Active Business Units that are setup against the Client Code.

Optional

Blank

Business Unit Name

This is the associated Business Unit Name of the Business Unit Code. Auto-populated when the Business Unit Code is entered.

Optional

Blank

Created By

This indicates which user created the web portal access.

System Generated

Blank

On

This indicates when the web portal access was created

System Generated

Blank

Modified By

This indicates who last modified the web portal access

System Generated

Blank

On

This indicates when the web portal access was last updated

System Generated

Blank

The second tab of the Web Portal Users screen lists the functions the user will be provided access to. 

Tick each function for activation as required and click to save. The functions ticked will be available to the user in the web portal and will appear as menu options.

If the Container Status Function is selected a third tab will appear to set up the Container Management Web Portal View

 

Field Name

Description

Validation

Default

Show Import Containers for

Enter the number of days the Dehired Import Containers remain in the Web Portal users view

Mandatory

7 days

Default Destination Port

Select the Destination Port the Web Portal user is associated with

Optional

Blank

Show Demurrage Costs warning

The Web Portal can highlight containers that are close to incurring demurrage costs and need the clients attention. Select the number of days before demurrage costs are due to start to warn the web portal user.

Conditional: Mandatory if the user has the demurrage view

5 days

Web Portal Log Report

This XLS report allows you to track how clients are using the web portal.  This report is found in Web Portal > Web Portal Log Report. 

The report is grouped by client.

Field Name

Description

Validation

Default

Client Code

Select a client code to run the report for or leave blank. Use the to search on a client name

Optional

Blank

Username

Enter a user name to report on or leave blank. Use the to search for a user at the client site

Optional

Blank

Login Date

This is the date range for the report

Mandatory

Today

Updated: February 3, 2016 — 11:10 pm
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