Dsco account administrators can manage each user account associated with their company, including creating new user accounts, deactivating users, updating individual user settings, and editing permissions.
Instead of reading this documentation article, if you'd prefer to see a walkthrough of this feature directly in the Dsco portal then click this link: Adding Users
To manage your Dsco portal users, click the small, white gear icon in the bottom lefthand corner of the Dsco Portal and choose ACCOUNT SETTINGS from the pop-up menu.
Next, select USERS from the list of settings pages in the lefthand sidebar.
Create a New User
To add a new user, select the white +ADD USER button in the top righthand corner of the page.
Enter the required information, including the Username, First and Last Name, Email, Role, and Display Timezone. Select SAVE CHANGES.
Dsco will send an email to the new user to have them set up their own password. The email will come from "email@example.com."
New February 2019: Select a role for the user. You can choose between 3 default roles: admin, normal, and ready-only. Head here for more information on those new roles.
Batch Upload (.CSV)
If you want to add a group of new users all at once with a .CSV file, you can select the UPLOAD FILE button on the top right.
Follow the instructions on the UPLOAD USER page to format your .CSV file and upload to Dsco. This will automatically create new users and send out password emails to the contacts provided.
Deactivate a User
Users can be deactivated by selecting the "X" icon on the right side of the page.
Use the filters on the left side of the screen under Status to toggle between viewing all users, just the Active users, or just the Inactive users. Click the UPDATE button.
Update a User
Select an individual user to manage the user information, by clicking the user's name or username:
- Update the user's Username, Name, Email, Role, and Display Timezone.
- Select the white Request Password Change button to have a reset password email sent to that individual's email inbox.
- Adjust the status of the account using the Status drop-down.
- Change the user's role using the Role drop-down. You can also view the access permissions granted to that user via their role in the Visibility section
Dsco includes a comprehensive list of permissions and user roles to allow trading partners to manage the roles for each user account. There are three roles available: admin, normal, and read-only.
- Admin and normal users have permissions throughout the system, listed below.
- Read-only users can only view information in Dsco. No specific permissions are given to users with read-only access.
|Permission Name||Explanation||Associated Roles|
||Adjust notification email settings
||Create or edit automated jobs on the AUTOMATION tab. This permission also includes the ability to run existing automated jobs||Admin, Normal
||Create or edit inventory items
||Create or edit invoices||Admin, Normal
|Create/Modify Users||Create or update users||Admin|
||Request shipment deletions
||Add or remove proxy connections
|Invite/Manage Trading Partners
Edit orders and add shipments
Manage Account Settings
|Edit account settings||Admin|
|Modify Orders, Add Shipments
||Edit orders and add shipments