User Management

Why Use The Users Tab?

User Management allows administrators to efficiently control access to an organization and accounts by managing user permissions, invitations, and deactivations. This feature ensures security, accountability, and seamless collaboration within the organization.

How It Works

To manage users, navigate to Organization > Users in the platform. This section provides an overview of all users in the organization along with their access details.

The Users tab displays a list of all users in the organization, including:

• Name: Full name of the user (required). 

• Email: The email address used for login (required).

• Job Position: The job title associated with the user (optional).

• Number of Accounts: The number of accounts the user has access to.

• Platform Role: Defines the level of permission assigned to the user (required).

Invite New Users

1. Navigate to Organization > Users.

2. Click Invite New Users in the top-right corner.

3. Enter the email address of the new user.

4. Select the appropriate permission roles from the dropdown. User roles are covered in greater detail further below in this article.

5. Click Add Another to invite multiple users simultaneously.

6. Under Assign Accounts, specify which accounts the user should have access to.

7. Click Send to finalize the invitation.

8. Monitor invitation status

   1. A "Pending" status means the invitation has not yet been accepted.

   2. You can resend the invitation by clicking on the three dots on the right side of the list and selecting ‘Resend Invitation’.

Managing User Roles

You can manage user roles through the Manage Roles button in the top right corner of the users tab.

Out of the box, the platform provides three user roles:

• Admin - This user will have full control over the organization settings and all other features, depending on the Platform Tier you’re on.
• App Only - This user will have access to the Tive Tag Application only.
• General - This user will have access to only the accounts they are assigned to by an admin.

To customize permissions for any role, click the pencil icon on the right side of the role. Learn more about what permissions can be toggled on and off for a role in the “Role Permissions” Section below.

Creating New Roles

If you need additional roles, you can use the Create New Role option to define custom roles and set permissions according to your requirements. Note that creating new roles is only available on our Plus or Premium Tier. If you’re on the Essential tier you can edit permissions associated with existing roles (Admin and General) but cannot create custom ones.

Role Permissions

Permissions fall into two main categories:

1. Organizational Permissions

These control access to key platform features, including:

• Shipments
• Trackers
• Configurations
• Analytics
• User Management

2. Shipment Permissions

These permissions allow you to configure views and access levels for shipments within a user's assigned account(s).

Configuring Views includes:

• Data display (Location Data, Condition Data & Location + Condition Data)
• Shipment Reporting (Create + Download & Download Only)
• Update Alert Resolution Status (for any active alerts in a particular shipment)
• Add Shipment & Alert Comments
• Configure Alert Ownership

Configuring Access Levels includes:

• Start Shipment
• Edit Shipment Details
• Link Tracker(s) to Shipment
• Public Sharking Link Access
• Mark Shipment as Complete
• Add Collaborators
• Assign Alerts to Shipment

Deactivate an Existing User

Deactivating a user revokes their access to the organization.

Steps to Deactivate a User

1. Navigate to Organization > Users.

2. Locate the user you wish to deactivate.

3. Click the three-dot menu next to their details.

4. Select Deactivate.

5. Confirm the action to complete the process.

Best practices

• Adding individuals as users vs collaborators: Individuals who only need shipment updates should be added as collaborators, while those who need to take action such as responding to alerts, creating shipments, or managing reports should be added as users.

• Assign Roles: Only grant Admin roles to users who require full access to organizational settings. Use General roles for employees who need access to specific accounts. Limit the App Only role to users who solely interact with the Tive Tag Application. For greater control, consider custom roles (available on Plus and Premium Tiers) to define specific permissions.

• Use Invitations Efficiently: Monitor pending invitations and follow up with users to ensure timely acceptance.