If you’re working in a team with someone, you might need to give another person access to your CX account. This article will show you how to add additional users to your account and how to edit a user’s details or remove them completely.
Please note, if you’re on a CX or HX Starter plan, you won’t be able to add additional users as your subscription is designed for sole traders.
IN THIS ARTICLE
- Who can add, edit or delete users?
- How to add a new user
- Which user role should I select?
- How to edit a user’s details
- How to remove a user
Who can add, edit or delete users?
Only the Exchange Account Owner and Company Admins can add, edit or delete users.
The Exchange Account Owner can assign and edit all user roles.
Company Admins however, cannot make changes to their own user roles. For example, if a Company Admin wanted to downgrade to a Company User, that change would need to be completed by another Company Admin or the Exchange Account Owner.
How to add a new user
There's two ways to get to the User settings. Either select the gear icon (settings) on the top right, or the bars on the far right hand side.
Step 1) Click on the drop-down menu.
Step 2) Next, click on ‘Users’.
Step 3) Click on the green button that says, ‘Add User’.
Step 4) Complete the profile details, making sure to complete the mandatory fields marked with a red asterisk (*).
Step 5) Create a unique username and password for the user.
Which user role should I select?
There are two types of user roles to choose from: Company User or Company Admin.
Company Users have the lowest level of user permissions within the platform. They are unable to view or edit any Company details. They can, however, access features such as searching for loads or posting loads.
Company Admins have the authority to manage the day-to-day elements of an account, such as managing Users & Drivers (add/edit/delete), Company Vehicles and Mobile Accounts. They are able to view the Company Profile section and associated Business Docs, but they cannot edit any of these sections.
The Exchange Account Owner is the Director (or named Sole Trader) who is responsible for the administration of their Ltd Company or business's Trustd and Exchange Accounts. The Exchange Account Owner is the only role that can edit key account information, including bank details. This information is managed through Trustd.
How to edit a user’s details
Step 1) Click on the drop-down menu of the platform.
Step 2) Click on ‘Users’.
Step 3) Next, click on the pencil icon next to the name of the user who’s details you wish to edit.
Step 4) Once you’ve made your changes, click ‘Save’.
How to remove a user
If you’d like to remove a user along with all their details:
Step 1) Click on the drop-down menu button.
Step 2) Click on ‘Users’.
Step 3) Find the user you want to remove from the list and click the red ‘X’ to delete their details.