The Tive Software Platform includes two types of users: Internal users (which can be regular or Admin users), and External users. Only Admin users can view all existing users, add new users, and configure Admin privileges for other users. Regular internal users cannot view the "Organization" menu where user configuration is controlled.
Regular internal users can interact with all aspects of the Platform except for the "Organization" section. These users can configure their own trackers, create and start shipments and access data within their accounts.
External users are users who are not members of your team, such as a partner or customer. External users cannot interact with the Platform at all, instead, they can be configured to receive email alert notifications. These alerts must be configured by an internal user.
Inviting New Users:
Step 1: On the right side of the screen click the dropdown next to the icon with your initials and navigate to “Organization”:
Step 2: View the Accounts tab, and then click on the three breadcrumbs next to the account you want to add a new user to and select “Edit”:
Step 3: Scroll down to "Invite New Users" then click “Save”.
To invite and assign a user to multiple accounts navigate to the Users tab next to Accounts:
Next click on the green "Invite New Users" option. Enter the email address of the invitee and assign them to the desired accounts:
Giving/Removing Admin Privileges and Deactivation:
To give or remove admin privileges for an existing internal user click on the three breadcrumbs next to the user's information, then you'll be presented with the option to "Make an Admin/Remove Admin Privileges" and Deactivate. Once deactivated, that user will no longer be able to access the Tive Platform. You can also give the user access to other accounts within the Organization by clicking on "Update Accounts".
Assigning Users to Alert Presets
Both internal and external users can be assigned to Alert Presets to receive alerts. For details on configuring user assignees on Alert Presets, click here.