User Accounts

How to create users accounts and manage user access

1. An Administrator logs in to ShipperXL and creates a Party record for the person (not company)

2. Make sure and set their Related Parties  as shown in the example image below.

3. After entering the email address, a link will appear:

   • "Create HAAL Account" means they will need to create a password (within 30 minutes) and then you will receive an email with a link to grant them access to roles in your database

   • "Manage HAAL Account" means the account already exists and you can then grant them access to roles in your database

Important Note!

The user will have access to all records for the company you select. If you add them to the primary company record, they'll have access to everything. For vendors, customers, and other business parties you'll typically add them to the record for their own company and they will only have access to data that applies to them.