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Getting Started

Manage Users

This page covers the difference between each type of user in your MacroPoint account and how to invite new users. Keep reading to learn more. 👇

Visibility

Administrator

Simply, a company administrator is a "super user" overseeing all aspects of the account including managing users and company preferences. 
  • Everything listed for Viewer & Editor
  • Invite new users
  • Edit user permissions
  • Remove users
  • Configure email alerting
  • View partnered carriers
  • Access Account Balance & History
Visibility

Editor

A company editor has full privileges to perform operations except manage users or company preferences.
  • Everything listed for Viewer
  • Create tracking sessions
  • Edit tracking sessions
  • Stop tracking sessions
  • Utilize Action Center
  • Send & receive messages
  • Create Notes
Visibility

Viewer

A company viewer has read-only privileges.
  • View shipments on Control Tower
  • View shipments in Load Search
  • View active loads stats on Dashboard
  • View historical stats in Reporting
Capacity

Admin

Simply, an administrator is a "super user" overseeing all aspects of the account.
  • Everything listed for Manager & User
  • View integration logs
  • Configure email offer templates
  • Create auto offer rules
Capactiy

Manager

A manager has access to all functionality except admin & settings.
  • Everything listed for User
  • User Management
  • Reporting
Capacity

User

Users are the most limited user types allowing capacity sourcing & carrier lists.
  • View all open shipments
  • View carrier stats on open shipments
  • View Carrier List
  • Email offer to carriers
  • Manage offers
  • History lane search

User Management - Visibility

As a MacroPoint Administrator, you can quick invite, edit, & remove access to users from your account. Read on to learn how. 

Invite New Users

  • Click 'Manage Users' on the left side pane



  • Click the blue 'Invite User' button in the top right corner



  • Input user details and select appropriate role. The user will automatically be emailed to finalize their user set up and create their own password.

 

Edit User Roles

  • Click 'Manage Users' on the left side pane
  • Find the user needing updated
  • Click the magnifying glass on the right side of the grid
  • Update role & click save

 

Remove User Access

  • Click 'Manage Users' on the left side pane
  • Find the user needing updated
  • Click the magnifying glass on the right side of the grid
  • Select 'No Access' role. This will remove users ability to log in but will keep a log of their old profile for reference.