Account Page User-Guide
Only Trading Partner Admin users may access the Account page.
Navigate to Account Page
Login to PortConnect.
Hover your mouse over ‘Account’ and click on
, you will be taken to the account page.
Features
Account details can be managed and updated in this page
Contains a visualization of Track & Trace usage at the Trading Partner level for monitoring
User management for the trading partner
Account Details
The account Code and Legal Business Name are added by user support. If the legal business name is not correct, please contact info@portconnect.co.nz to have it updated.
Edit Account Details
Details such as Trading Name, Contact Email, Contact Name, and Invoice Email are all editable fields. Click into the text fields and click 
Click the 
Last Updated times are shown on the Account page. A last update time for the account details. This will capture the timestamp of the last ‘save’ action.
Attention Required
Account details will be highlighted when there are one or more mandatory fields not completed.
Usage
The Usage section contains a bar graph displaying the number of unique containers searched broken down by financial year and month.
The Financial Year can be selected via a drop down and will display usage for the chosen year. Our financial year runs from July 1st - June 30th.
YTD - the year-to-date count of unique containers searched (this is calculated by each month added up across the financial year).
MTD - the month-to-date count of unique containers searched within the current month period.
The current month will be highlighted as an orange bar, whilst all other usage is displayed by blue bars.
For this feature, the financial years available to choose from date back to 1st July 2023.
Users
The users section lets Admin users manage user accounts. Admin users can approve new accounts, delete accounts and make other accounts Admin users.
Status
- the new user has been approved by an admin and is able to use PortConnect services
- the new user account is awaiting review by an admin user. Admins can be approve or delete the pending account by clicking the corresponding button:
Add a New User
Login to PortConnect.
Hover your mouse over ‘Account’ and click on
Click on
to open a pop-up window.
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.
The new user will receive an activation email with a temporary password which they can use to create a new password.
The last update for users reflects the latest changes upon returning to the screen. A last updated time stamp will only show if there has been an update to a user (an action taken by a TP admin user).
Approve or Delete account requests
Login to PortConnect.
Hover your mouse over ‘Account’ and click on
Click on ‘Approve' or ‘Delete’ for the new user account. Deletion will alert the pending user.
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
Login to PortConnect.
Hover your mouse over ‘Account’ and click on
Scroll down to the Users section on the account page.
Under ‘Options’ click the Delete button for the corresponding user you wish to delete.
A pop-up window will ask for confirmation. Click ok to proceed.
Add or Remove TP Admin role
Login to PortConnect.
Hover your mouse over ‘Account’ and click on
Scroll down to the Users section on the account page.
Under ‘TP Admin’ there is a tick box. If this is checked, the corresponding user will have TP admin access. If grey, they will not. Click on and off as needed.