Security
Users
User Maintenance where you can create Users and assign Roles and Clients for the particular user
Click on USERS under “Security” Menu
Click “Create New” Button on the bottom of the right pane
Fill in basic Information on User Details tab
Click SAVE button
Fill in “User Entitlement” tab (Assign Roles. Clients, Shipper)
Click SAVE button
Roles
Create ROLE and assign what limits or allowable functions such as View, Create, Edit, Delete
Client Entitlements
Assign Carriers to Client
Settings
Carrier Provider Settings
Retail Provider Settings
API Credentials
Generate API to be used in Integration