Whether it’s a member joining, leaving your team, or changing roles, you can easily manage your users in one place.

Important: you can only add, remove or edit users if your role is Admin or Super Admin.

How to add a new user

To add a new user to your account, navigate to the side menu, go to the General section, and click on User management.

Click on the Local users section from here, then select Local Users from the dropdown.

Once here, to add a new user, click on the Add user button.

A table will then appear where you can add information about the user you want to add.

These include the following sections:

Account Type: select what permissions the user should have. Find out what each different account type means by clicking here.

Branch: if you’ve created branches in your account, select which the user should be added to

Name: user’s name

Email: user’s email address

Code: the code to identify the user

Job Title: User’s job title

City: city where user is located

Phone: user’s landline phone number

Mobile: user’s mobile phone number

Local Charges profile: if you’ve created local charge profiles, connect the profile here

IATA Codes: if you have multiple IATA codes within your account, select which IATA codes the user has access to for eBooking

Additionally, 3 other checkboxes are available, allowing you to control more permissions for the new user. To give the new user access to instant price comparison and eBooking, make sure the Activate eBooking button is ticked.

Important: obligatory fields are highlighted with a red asterisk. You will not be able to save the new user without filling these in.

Once you have filled in the fields, click Add. The new user will be added to your existing list.

How to edit an existing user

Within the same section where you added your user, you can also edit existing ones. Click on the pen symbol corresponding to the user you want to make changes to. A message stating Edit user will appear.

You will then be taken to the user details section, where you can edit information such as the user Branch, Job title, Time zone and more.

You will also notice there is another section called Privileges.

Here you can add more information, restrictions and rules. This ensures the user sees the most relevant rates, as well as adding restrictions if you don’t want them to see certain things, like rates for a specific airport or countries.

Towards the bottom of the Privileges section, you will find a number of checkboxes. Depending on what you have activated on your account, you will see different options for static rate quoting, eBooking, and more tools such as eBooking Delegation.

If you make any changes to this page, make sure to click the Save button.

You will also notice there is a separate section for Settings.

Here you can set the Language of the user profile, the Type of search, or whether the customer can search from City to City, or Airport to Airport.

You can also add Internal profit which means adding a certain amount per weight break for the static rates the user can see.

Finally, you will see a tab called Default values. Here you can add rules about what information should be set as default for a customer to make a static rate search. Depending on what is selected here, this information will always be pre-populated before the user makes a search.

Once any changes have been made, click the Save button.

How to delete a user

Delete an existing user by first clicking on the corresponding box to each user row.

Once you have selected the user(s) you want to delete, click on the dustbin symbol.

A warning message will then appear asking you to confirm if you are sure you want to delete this user. Click OK to delete the user.

This user will then be removed from your WebCargo account.