Trading Partner Admin User-Guide


What is a Trading Partner Admin?

 Admin users have access to the PortConnect Administration website where they can manage logins for staff at their company.

There can be one or more Admin users per company. Admins can be set up by other Admins in their company or by PortConnect User Support.


Create End User

  1. Login to PortConnect.

  2. Hover your mouse over ‘Account’ and click on ‘Users’, you will be taken to the Users screen.

 

3. Click on ‘Add users’

 

 

4. Only the First Name, Last Name and Email fields are mandatory. You can also tick the ‘TP Admin’ box if you want the user to be an Admin.

5. The new user will receive an activation email with a temporary password which they can use to create a new password.


Approve or Decline account requests

  1. Login to PortConnect.

  2. Hover your mouse over ‘Account’ and click on ‘Users’, you will be taken to the Users screen.

 

3. Click on ‘Approve' or ‘Decline’ for the new user account. If you click Decline, you can provide a message to the user for the reason.

 

4. The new user will receive an activation email (a new user must create a password from account menu by clicking on ‘Reset Password’)

 


Update User Details

Only the user can amend their details and reset their password.

Sign-in > Go to ‘Account’ > Click ‘Edit Profile’.


Delete Users

Please contact User Support if you require a user to be deleted.