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Client User Administrator (CUA) adding a Client Viewer (CV) (step 3)

Posted on 05 October 2021 04:36 pm

After maintaining company details the Client User Administrator needs to add users. The first user is the Client Manager (CM), thereafter the Client Viewer (CV).

For role descriptions please visit https://freight.evalurate.net/hdkb/article/2-System-client-user-types

CUA Navigation Bar

To add a Client View navigate to the Client Viewer page.

Add Client Viewer

Click on the "Add Client Viewer" button.

Once the request is submitted an email will be sent informing the Client Viewer that an account has been created.

Next step: Add suppliers and customer (https://freight.evalurate.net/hdkb/article/6-Client-Manager-CM-adding-supplier-and-customer-step-4)