Configure TransPort user type
Administrators can set TransPort user type permissions similar to other WorldServer user types. Note that permissions are listed hierarchically. For example, the View Projects and View Quotes sections include permissions for creating, updating, and cancelling.
- Client Users:
- Enable the following TransPort permissions to allow users to create and monitor quotes:
- Can create quotes
- Can view quotes
- Enable the following permissions to allow users to approve and abandon quotes:
- Can approve quotes manually
- Can abandon quotes manually
- Enable the following TransPort permissions to allow users to create and monitor quotes:
- Client Managers. Create a Client Manager User Type especially for TransPort client managers so they can log into TransPort. For example, open a Project Manager User Type and enable all the TransPort permissions along with the project manager permissions. Rename and save.