Account admin
If you have Admin permission, you can use Account Admin to configure the following, as well as is a special interface for admins to tweak user settings and manage the global account.
To open the Account Admin, in a browser, navigate to .
You can use My Control Panel to configure the Supply Chain Monitoring platform for you.
Note
In the My control panel you are configuring the interface for yourself.
In My Display Settings, you can configure the interface language, time zone, and unit of temperature for you.
Note
Each of these three settings can only be configured on the individual level if the All Solutions company wide settings are not locked.
In the Account Admin, click My Display Settings.
If you want to configure the language of the Supply Chain Monitoring (SCM) system, in the Language list, do one of the following:
To set the language to English, click English.
To set the language to Spanish, click Spanish.
Note
If this setting is unavailable, this is configured on the company level in the All Solutions.
If you want to configure the time zone you use, in the Timezone list, click the time zone you want to use.
Note
If this setting is unavailable, this is configured on the company level in the All Solutions.
If you want to configure the unit of temperature you use, in the Temperature list, do one of the following:
To use Celsius, click Celsius.
To use Fahrenheit, click Fahrenheit.
Note
If this setting is unavailable, this is configured on the company level in the All Solutions.
Click Save changes.
Here, you can configure your personal information; name, email address and mobile phone number.
If you want to add or change your name, do the following:
In in the Name box on the left, type your first name.
In in the Name box on the right, type your last name.
To provide your email address, in in the Email address box, type your email address.
To provide your mobile phone number, in the Mobile number box, to add your full, international mobile number, do the following:
To set the country code, click the flag and to select the country from the list.
Type your mobile phone number after the country code.
Click Save changes.
Note
By submitting your phone number you give Controlant and Controlant‘s subprocessors consent to process your personal information. The processing is limited to your phone number for the purposes of sending SMS messages to keep you updated on the status of Shipments you are subscribed to, and Two-Factor-Authentication (2FA) when logging into the Controlant system (if configured).
You can change your password.
Note
This step is not required if you use Single sign-on to log in.
If you want to change your password, do the following:
In in the Current Password box, type your current password.
In in the New Password box, type your new password.
In in the Confirm New Password box, type your new password again.
Click Save changes.
You can use the Audit Trails tab to view system actions by users and resources during a selected time frame. This includes SCM system's automatic actions, e.g., automatically closed shipments.
For more information, see below.
What is it?
On the Audit Trails page, the admin user can trace system actions by users and resources during a selected time frame (including the SCM system's automatic actions, e.g., automatically closed shipments.)
Where do I find it?
In the "My control panel" section of the Account Admin.
Navigating the new interface
A new and improved interface is available if you click on the link in the banner on top. You can switch back and forth between the two interfaces depending on the timeframe from which you need data.
The new interface only contains records created after July 3, 2023.
You can filter the records based on four criteria (the fourth being either ID or Reference number.)
After setting the criteria and clicking on the SEARCH button, the results appear in the designated area.
When you click on a result, the empty info section on the right gets populated with relevant data about the selected record.
Clicking on any links in the RELATES TO field will update the relevant criteria, and a new search will bring you to all the records associated with it.
Example: If you notice something unusual in one shipment, you might wonder if it's a common occurrence in that city. To confirm, click on the location ID in the "Relates to" field. This will update the "Location" field in the search criteria. Once you click the Search button, you'll immediately see all the records linked to that ID.
Clicking on VIEW DETAILS opens up the RECORD DETAILS screen, where you can see the metadata, a data snapshot, and all the changes associated with the record.
The data snapshot is a JSON viewer where you can see the entire request that created the audit record. You can also download the JSON file by clicking on the download button (highlighted in the screenshot.)
The changes are displayed in a 3-column table with the name of the changed value, the original value, and the updated value.
Navigating the previous interface
If you need data from a timeframe before July 3, 2023, and you already switched to the new interface, then click on the text above the filtering option.
To filter the search, select your preferences from the dropdown lists.
MY ACTIONS will list all your actions as an admin user in the chosen timeframe.
ALL ACTIONS BY A USER will list all the actions a specific user had performed in the chosen period. When clicking on it, an additional dropdown menu appears, where you can select the user.
ALL ACTIONS ON A RESOURCE will list all the actions performed on the chosen resource within the specified timeframe. Clicking on it will activate a second dropdown menu with the available resources and a fillable field where you must type the resource's ID.
To start the search, click on the GO button. The result(s) will appear below the filters.
To expand the view of a result, click on the magnifying glass with a + sign under DETAILS.
The additional details will include:
More information about the session
The status of the action
More detailed information.
If available, you will also see an additional window called DATA SNAPSHOT, with XML code describing all the available details.
You can use My Control Panel to configure the Supply Chain Monitoring platform for whole company.
All Solutions
You can use My Control Panel to configure the Supply Chain Monitoring platform for whole company.
You can use Company Display Settings to configure the interface language, time zone, and unit of temperature for the whole company. You can also configure whether individual users can override these settings.
In the Account Admin, click Company Display Settings.
If you want to configure the language of the Supply Chain Monitoring (SCM) system for all users of the platform, do one of the following:
In the Language list, do one of the following:
To set the language to English, click English.
To set the language to Spanish, click Spanish.
If you want to configure whether individual users can override the language settings, do one of the following:
If you do not want to enable individual users to override the language settings, click
to toggle the setting to 
.The button switches to Locked.
If you want to enable individual users to override the language settings, click
to toggle the setting to ..The button switches to Unlocked.
If you want to configure the time zone for all users of the platform do the following:
In the Timezone list, click the time zone to use.
If you want to configure whether individual users can override the time zone settings, do one of the following:
If you do not want to enable individual users to override the time zone settings, click
to toggle the setting to .The button switches to Locked.
If you want to enable individual users to override the time zone settings, click
to toggle the setting to ..The button switches to Unlocked.
If you want to configure the unit of temperature for all users of the platform, in the Temperature list, do one of the following:
Do one of the following:
To use Celsius, click Celsius.
To use Fahrenheit, click Fahrenheit.
If you want to configure whether individual users can override the unit of temperature settings, do one of the following:
If you do not want to enable individual users to override the unit of temperature settings, click
to toggle the setting to .The button switches to Locked.
If you want to enable individual users to override the unit of temperature settings, click
to toggle the setting to ..The button switches to Unlocked.
You can use the User Management page to manage users, including the following:
adding users
editing users
activating/ disabling users
changing permission levels for users
see when they last logged in
reset passwords for users
In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.
The User Management page appears.
Item | Description |
|---|---|
 | Adds a user. |
Actions | Perform an action on selected users:
|
Export selected | Exports a list of selected users. You can select the format to export to:
|
Search conditions | Search condition Select a condition to search or filter by.
|
 | Searches/ filters by the conditions provided. |
Item | Description |
|---|---|
Username | Username of user. |
Email address of user. | |
Status | Status of user:
|
Access level | Access level of user:
|
Last login | Date user last logged in, in For users that have never logged in, this will say |
Actions | Actions you can perform on the user. Depending on user status, you will see some of the following options:
|
Item | Description |
|---|---|
Username | Username of user. |
First name | First name of user. |
Last name | Last name of user. |
Email address of user. | |
Phone number | Phone number of user, including country code. lLeave blank to not register a phone number for user. |
Access level | Access level of user:
|
Status | Status of user:
|
Save | Saves the provided information and creates the user. |
In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.
The User Management page appears.
Click Add user.
The Add a user page appears.
In the Username box, type a username for the user.
In the First Name box, type the first name of the user.
In the Last Name box, type the last name of the user.
In the Email box, type the email address of the user.
If you want to add a phone number for the user, in the Phone number box, type the phone number, including country code.
To configure the access level of the user, in the Access level box, do one of the following:
To create a user with Admin access level, click Admin.
To create a user with Normal access level, click Normal.
To create a user with Elevated access level, click Elevated.
To configure the status of the user, in the Status box, do one of the following:
To create an active user, click Active.
To create a disabled user, click Disabled.
Click Save.
The User Management page appears, with the new user in the list.
In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.
The User Management page appears.
If you want to disable a single user, in the User list, locate the user, click
and click Disable user.The user status is changed to disabled.
If you want to activate a single user, in the User list, locate the user, click
and click Activate user.The user status is changed to Activated.
If you want enable or activate multiple users, do the following:
In the User list, click to select the users.
If you want to activate the selected users, click
and click Activate users.The status of the selected users is changed to Activated.
If you want to disable the selected users, click
and click Disable users.The status of the selected users is changed to Disabled.
You can reset the password for one or more users.
Note
This step is not required if you use Single sign-on to log in.
In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.
The User Management page appears.
If you want to reset the password for a single user, in the User list, locate the user, click
and click Reset password.The user will receive an email with instructions on how to set a new password.
If you want reset the password for multiple users, do the following:
In the User list, click to select the users.
If you want to activate the selected users, click
and click Reset passwords.The selected users will receive an email with instructions on how to set a new password.
You can export a list of selected users to either a comma separated values file (.csv) or an Excel spreadsheet (.XLSX).
The exported file will contain the following data for all selected users:
username
firstName
lastName
phoneNumber
email
status
lastLogin
accessLevel
In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.
The User Management page appears.
To select the users you want to export, do the following:
If you want to export all users, in the table header, click
.All users in the list are selected.
If you want to export selected users, for each user you want to select, in the User list, click
.
To export the selected users, click
and do one of the following:To export the selected users to a comma separated values file (.csv), click .CSV.
To export the selected users to an Excel spreadsheet (.XLSX), click .XLSXXLSX.
The download file window appears.
Select what do do with the file.
You can use the Custom Properties tab to create and manage custom properties to add to shipments. Custom properties can be any information about the shipment that is relevant, and can be helpful . Examples include:
tracking number
transport mode
carrier name
You can create two types of custom properties:
text properties (Free Text) - you can enter text or numbers
list of options (Enumerable) - you can select from a predefined list of options
Item | Description |
|---|---|
Filter | Filters the custom properties shown in the table:
|
Name | Name of custom property. |
Type | Type of custom property:
|
Required | Indicates whether custom property is required.
NoteRequired custom properties will be included when creating a shipment. Custom properties that are not required can be added to shipments. |
Actions | Actions you can take on the custom property:
|
In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.
The Custom Properties page appears.
Click New Custom Property.
The Create New Custom Property page appears.
In the Name box, type a name for the custom property.
To select a type of custom property, in the Type box, do one of the following:
To create a custom property where you can type text or numbers, click Free Text.
To create a custom property where you select from a list, click Enumerable.
To configure whether the custom property should be required when creating shipments, in the Required box, do one of the following:
To set the custom property to be required, click Yes.
To set the custom property to not be required, click No.
Click + Create Property.
The Custom Properties page appears, with the new custom property in the list.
In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click Custom Properties.
The Custom Properties page appears.
In the Custom Properties list, locate the custom property you want to edit and click
.The Edit Custom Property page appears.
If you want to edit the name of the custom property, in the Name box, type a name for the custom property.
If you want to edit the type of the custom property, in the Type box, do one of the following:
To change to a custom property where you can type text or numbers, click Free Text.
To change to a custom property where you select from a list, click Enumerable.
If you want to change whether the custom property should be required when creating shipments, in the Required box, do one of the following:
To set the custom property to be required, click Yes.
To set the custom property to not be required, click No.
Click Save changes.
The Custom Properties page appears, with the updated custom property in the list.
In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click Custom Properties.
The Custom Properties page appears.
If you want to disable a custom property, in the Custom Properties list, locate the custom property you want to disable and click
.The custom property is disabled.
If you want to enable a custom property, in the Custom Properties list, locate the custom property you want to enable and click
.The custom property is enabled.
Inspection Properties are custom fields that appear in the user interface’s Inspection modal, when you are inspecting a shipment.
Inspection Properties are created to provide users responsible for handling the quality release of products with the option to enrich data with more specific information relating to quality inspection. Do we have any examples of inspection properties to include here?
You can create two types of inspection properties:
Text properties (Free Text) - you can enter text or numbers
List of options (Enumerable) - you can select from a predefined list of options
Note
All enabled inspection properties will be displayed in the Shipment Inspection Modal.
Item | Description |
|---|---|
Filter | Filters the inspection properties shown in the table:
|
Name | Name of inspection property. |
Type | Type of inspection property:
|
Required | Indicates whether inspection property is required.
NoteRequired inspection properties will be included every time you inspect a shipment. Inspection properties that are not required can be added when inspecting shipments. |
Enumerable options | Configures the list options that can be selected in this inspection property. |
Actions | Actions you can take on the inspection property:
|
In the Account Admin, click Inspection Properties.
The Inspection Properties page appears.
Click New Inspection Property.
The Create New Inspection Property page appears.
In the Name box, type a name for the inspection property.
To select a type of inspection property, in the Type box, do one of the following:
To create a inspection property that can contain text, click Free Text.
To create a inspection property that only contain numbers, click Enumerable.
To configure whether the inspection property should be required when you inspecting shipments, in the Required box, do one of the following:
To set the inspection property to be required, click Yes.
To set the inspection property to not be required, click No.
If you are creating an inspection property of the type Enumerable, to configure the list of options that can be selected for this inspection property, for each option do the following:
In the New value text box, type the value.
Click + Add.
The enumerable option is added to the inspection property.
If you want to disable a value, click
.The custom property is disabled.
If you want to enable a value, click
.The custom property is enabled.
Click + Create Property.
The Inspection Properties page appears, with the new inspection property in the list.
In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click Inspection Properties.
The Inspection Properties page appears.
In the Inspection properties list, locate the inspection property you want to edit and click
.The Edit Inspection Property page appears.
If you want to edit the name of the inspection property, in the Name box, type a name for the inspection property.
If you want to change the type of the inspection property, in the Type box, do one of the following:
To change to a inspection property that can contain text, click Free Text.
To change to a inspection property that only contain numbers, click Enumerable.
If you want to change whether the inspection property should be required when inspecting shipments, in the Required box, do one of the following:
To set the inspection property to be required, click Yes.
To set the inspection property to not be required, click No.
If you are editing an inspection property of the type Enumerable, to configure the list of options that can be selected for this inspection property, for each option do the following:
To add a value, do the following:
In the New value text box, type the value.
Click + Add.
The enumerable option is added to the inspection property.
If you want to disable a value, click
.The custom property is disabled.
If you want to enable a value, click
.The custom property is enabled.
Click Save changes.
The Inspection Properties page appears, with the updated inspection property in the list.
In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click Inspection Properties.
The Inspection Properties page appears.
If you want to disable an inspection property, in the Inspection Properties list, locate the inspection property you want to disable and click
.The inspection property is disabled.
If you want to enable an inspection property, in the Inspection Properties list, locate the inspection property you want to enable and click
.The inspection property is enabled.