Managing Users and Permissions in WorldScope

Add a User or User Permissions

Add a user or edit permissions and security.

1.1 USER MANAGEMENT - Admin Settings ➡ Users

Only company Admins are able to add and edit users in WorldScope.

1.1.1 Add Users Admin Settings ➡ Users

Click the ADD USER button top right

Enter user email address and click send invite

Click OK

The WorldScope user will receive an email from tdonotreply@shipuwl.com. They will need to click the embedded URL and follow the instructions to create a password. This email will be live for 72 hours. Check to make sure your user accessed the email in time. If their user is not live, you may have to resend the email.

1.1.2 User Permissions

The Permissions window will open. Select the appropriate permissions for the user, and confirm whether the user should have access to financial information and documents before saving their permissions.

1.1.2.1 WorldScope Permissions

These are features and functions that the user will have access to:

• Admin (this will grant the user rights to everything in the platform and allow them to update settings & create users)
• Can see reports
• Can create, edit, and delete reports
• Can view financial data
• Can mark shipments as pinned
• Can upload documents
• Can view Bookings Module
• Can create Bookings
• Can view My Info Page