Web User Setup – EXPEDIENT SOFTWARE

There are two ways that the order tracking system can be accessed:

Expedient System
Expedient Order Tracking Web site

Web users must be set up using ‘Order Tracking/Web User Parameters’

Web Users are defined as three different types. The type selected for the web user will control the information the user can access

Web User Type	Purpose
Client	Granted to the employees at the client company. Client type web users will be able to access the information regarding imports for their company only.
Overseas Agent	Granted to the employees at the Overseas Agent company. Overseas Agent web users will be able to access the information regarding imports involving their company as the overseas agent.
Administrator	Granted to staff at your own site to monitor the Web Portal for multiple Order Tracking clients, e.g. your Account Manager for a selected group of clients.

Client

Field Name	Description	Validation	Default
Company Name	This is your company name and cannot be updated	Mandatory		Default from Company Masterfile
Web Order Tracking User Type	Select the type of access granted to the web user	Mandatory		Blank
Active?	Is the Web User active? Select no if access the Order Tracking is no longer required	Mandatory		Yes
Customer	This field appears when the Web User Type is client. Select the client code the contact will be able to access import details for	Mandatory		Blank
Business Unit	The list of Active Business Units that are setup against the Client Code are shown in this drop down list. If there is more than 1 Active Business Unit Code setup against the Client, then ALL will be shown as an option in the drop down list, along with the list of the Active Business Unit Codes.	Optional		Blank
User Name	Enter the contact’s name	Mandatory		Blank
User ID	This is a system generated code used to identify the web user. The Code will appear on saving the new Web User details.	N/A		Blank
Password	Enter the password for the web user	Mandatory		Blank

Overseas Agent

Field Name	Description	Validation	Default
Company Name	This is your company name and cannot be updated	Mandatory		Default from Company Masterfile
Web Order Tracking User Type	Select the type of access granted to the web user	Mandatory		Blank
Active?	Is the Web User active? Select no if access the Order Tracking is no longer required	Mandatory		Yes
Overseas Agent	This field appears when the Web User Type is Overseas Agent. Select the code for the Overseas Agent the Web User is associated with	Mandatory		Blank
User Name	Enter the contact’s name	Mandatory		Blank
User ID	This is a system generated code used to identify the web user. The Code will appear on saving the new Web User details.	N/A		Blank
Password	Enter the password for the web user	Mandatory		Blank

Overseas Agent access can be further configured to restrict access to the origin countries and ports the Overseas Agent contact is associated with. Use the Overseas Agent Details tab to select countries and ports

Field Name	Description	Validation	Default
Associated Origin Country	Select the country of origin that the Overseas Agent is associated with. In Add mode the first line in this table will default to match the street address country in the Customer Masterfile for the Overseas Agent. Additional countries can be added in subsequent lines. Alternatively leave the country column blank to give the Overseas Agent web user access to imports originating from all counties. E.g. Where the Overseas Agent is associated with imports from China and India but Web User Contact A only wants to see imports originating from China, enter ‘CN’ in the Associated Origin Country column. If Web User Contact B wants to see imports originating from India only enter ‘IN” in the Associated Origin Country Column. If Web User Contact C wants to see all imports regardless of the Origin Country leave the Associated Origin Country column blank.	Optional	Default from Company Masterfile for the Overseas Agent
Port Zoom	Select the Ports within the Origin country that the Overseas Agent contact is associated with. In Add mode all the origin ports for the origin country are selected. Use the zoom to view the list of Ports at the Origin country. Add a tick in the ‘Selected’ column to provide the web user with access to imports from the origin port. Use the button to quickly select or deselect all ports. The number of ports selected will appear in the ‘Ports’ column. E.g. Where the Overseas Agent is associated with imports from China but Web User Contact A only wants to see imports originating from Shanghai and Xiamen, enter ‘CN’ in the Associated Origin Country column and use the in the Port Zoom column. Use to select all, then to quickly remove all the ticks. Put a tick against ‘CNSHA’ and a tick against ‘CNXMN’. Click OK and Exit. ‘2 Ports’ will appear in the Ports column in the ‘CN’ row. If Web User Contact B wants to see all imports originating from China on Add tab through the Port Zoom column and ‘All Ports’ will appear in the ‘Ports’ column.	Optional		‘All Ports’

Administrator Access

Field Name	Description	Validation	Default
Company Name	This is your company name and cannot be updated	Mandatory		Default from Company Masterfile
Web Order Tracking User Type	Select the type of access granted to the web user	Mandatory		Blank
Active?	Is the Web User active? Select no if access the Order Tracking is no longer required	Mandatory		Yes
User Name	Enter the contact’s name	Mandatory		Blank
User ID	This is a system generated code used to identify the web user. The Code will appear on saving the new Web User details.	N/A		Blank
Password	Enter the password for the web user	Mandatory		Blank
Administrator – Order Tracking Clients	List the Order Tracking Clients the Administrator is able to access in the Web Portal Use the in the client code column to view all active Order Tracking clients	Mandatory		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
Order Tracking Access?	Select whether the Web User has access to the client.	Mandatory		Yes

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