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Users

Who has Control Tower access on this project. The list here is also what the Exceptions screen offers when you assign work, so keeping it current matters beyond access control.

Control Tower users, their roles and whether they are active

Control Tower users, their roles and whether they are active.

Adding someone

Click Add User and fill in:

FieldNotes
UsernameHow they appear when work is assigned to them
EmailWhere their notifications go
RoleSee below. New users default to OPERATIONS

Then Add. Both username and email are required.

Roles

RoleIntended for
ADMINSetting up the connection, running syncs, managing users
OPERATIONSDay-to-day shipment and exception work
EXECUTIVEReading the dashboards
CUSTOMERFollowing their own shipments
CARRIERSeeing the shipments they carry

The table

Username, Email, Role, Status, Created, and an action to change the status.

Activating and deactivating

The button at the end of each row switches a user between Active and Inactive. Deactivating keeps the account and its history but takes the user out of the Assign to... list on Exceptions - which is what you want when someone changes team rather than leaves.

Deactivate rather than delete

There is no delete. Anything already assigned to a deactivated user stays assigned, so the audit trail on past exceptions stays intact.