Add a User or User Permissions

1.1 USER MANAGEMENT - Admin Settings ➡ Users

Only company Admins are able to add and edit users in WorldScope. 

1.1.1 Add Users Admin Settings ➡ Users

Click the ADD USER button top right

Enter user email address and click send invite

Click OK

The WorldScope user will receive an email from [email protected]. They will need to click the embedded URL and follow the instructions to create a password. This email will be live for 72 hours. Check to make sure your user accessed the email in time. If their user is not live, you may have to resend the email.

1.1.2 User Permissions

The Permissions window will open. Select the appropriate permissions for the User. Make sure that the User that you are creating should have access to Financial Information and documents when creating their permissions.

1.1.2.1 WorldScope Permissions

These are features and functions that the user will have access to:

• Admin (this will grant the user rights to everything in the platform and allow them to update settings & create users)
• Can see reports
• Can create, edit, and delete reports
• Can view financial data
• Can mark shipments as pinned
• Can upload documents
• Can view Bookings Module
• Can create Bookings
• Can view My Info Page
  

1.1.3 Documents – Shipment Level:

Do not select all documents for allowed to download. Check with Customer regarding which documents the user has permission to see. Brazil documents are highlighted in the picture below.

o House Bill of Lading                           o Shippers Letter of Instruction

o Importer Security Filing                      o Safety Data Sheet

o Commercial Invoice                            o Lacey Act

o Commercial Invoice for export            o Dangerous Goods Form

o Billing Invoice                                      o Hazardous Documents

o Packing List                                         o AES Transmission Record (Export)

o TLX (House Bill Surrendered)             o Miscellaneous Customs Document (Import)

o Entry Summary                                    o Proof Of Delivery

o SKU Sheet                                           o Arrival Notice

o Invoice Lines Report                            o Booking Confirmation

o Quote #                                                o Insurance Certificate

o Recibo                                                  o House BL Copy

o Nota Fiscal de Serviços                        o Declaração Unica de Exportação

o Boleto                                                    o Nota Fiscal

o CE Mercante                                         o Cartage Advice

1.1.4 Documents – Organization Level:

This is a new feature, we will be rolling it out to Customers as we ensure integrity and visibility of documents

Do not select all documents. Check with Customer regarding which documents the user has permission to see.

POA - Power of Attorney                               NRA - Negotiated Rate Agreement

INW - Insurance Waiver                                CRD - Credit Application

QSR - Quote Sell Rate                                  CRA - Credit Approval

NSA - Negotiated Service Agreement