Setting Up Users

To create a new Web Component user:

1. Navigate to the Courier Complete Web Component site in your browser.
2. Log in to the Web Component site as an Administrator.
3. Click the Admin tab. When you click the Admin tab, your company's account summary screen opens.
4. Click Add New User in the upper right corner of the Admin tab. When you click Add New User, a User Details screen opens displaying a blank Add New User box.
5. Enter the new user's name in the Name field.
6. Enter the new user's job title in the Title field.
7. Enter the new user's complete phone number in the Phone field.
8. Enter the new user's fax number in the Fax field.
9. Enter the new user's email address in the Email field.
10. Select the format in which notifications are sent to the new user using the Notification drop list. Options are Email, Fax, RIM, and None.
    
    NOTE: If the user enters an order with your company's address as the Pick Up address, then the user is sent a notification when the order is delivered according to the selected Notification option.
    
    If the user enters an order with your company's address as the Deliver To address, then the user is sent a notification when the order is picked up according to the selected Notification option. If None is selected as the user's Notification option, then notifications are not sent to the user.
    
    
11. Select the new user's department using the Department drop list.
    
    The Department list includes any departments recorded in your company's profile by your courier company. Consult with your courier company to determine your preferred department options.
    
    
12. Enter the new user's Web Component user name in the Web ID field. The user enters his or her Web ID to log in to the Web Component.
13. Enter the new user's Web Component password in the Password field. The user enters his or her password to log in to the Web Component.
14. Select the new user's Web Component access role using the Web Role drop list. Options are Standard User and Administrator.
15. Define the new user's Web Component functionality settings:
    
    a. Select the new user's default address using the Default Address drop list. The Default Address list includes all addresses in your Address Book. For information about recording addresses in your Address Book refer to Managing Addresses.
    
    b. Select the new user's New Order address filter option using the Address Start Letter drop list. The Address Start Letter setting determines which addresses appear in the addresses drop list when the user opens the New Order tab. Options are any letter in the alphabet, #, or ALL. If you select a letter, then all addresses with names that begin with the selected letter are listed. If you select the number sign (#), then all addresses that begin with a number are listed. If you select ALL, then all addresses recorded in your Address Book are listed alphabetically.
    
    c. Select the new user's default address location option for the New Order tab using the Address Location drop list. Options are:
    
    Address in Dropdown - the default address defined for the user is always selected in the address drop list
    Address in Pick Up Location - the default address defined for the user is always entered as the Pick Up address
    Address in Deliver To Location - the default address defined for the user is always entered as the Deliver To address
    
    d. Select the tab that is selected by default when the user logs in to the Web Component using the Start Page drop list. Options are New Order, Order Tracking, Address Book, and Reports.
    
    e. If you want this user to be able to see pricing and report information in the web component, select the View Pricing and View Reports check boxes.
    
    
16. Click Save. When you click Save, a summary screen appears displaying the information recorded for the new user, and the user is recorded in both your roster of Web Component users and in your company's profile.

The new user can then begin using the Web Component.

NOTE: If necessary, an Administrator can edit the information recorded for a system user and delete system users. Standard Users can modify their own user information if desired. For example, Standard Users may want to edit their defined Web Component functionality settings or their passwords.

For information about editing and deleting users as an Administrator, refer to Editing User Information. 

For information about modifying your own user information as a Standard User, refer to Changing Your User Information.