Skip to main content

All Solutions

In this section:

You can use All Solutions area of the Company Control Panel to configure the ​Supply Chain Monitoring platform for the whole company.

Account Admin -­ Company Control Panel -­ All Solutions menu

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.

Account Admin -­ Company Control Panel -­ Company Display Settings
  1. In the Account Admin, click Company Display Settings.

  2. 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:

    1. In the Language list, do one of the following:

      1. To set the language to English, click English.

      2. To set the language to Spanish, click Spanish.

    2. If you want to configure whether individual users can override the language settings, do one of the following:

      1. If you do not want to enable individual users to override the language settings, click Account Admin - Company Control Panel - Company Display Settings - Unlocked. Click to lock to toggle the setting to Account Admin - Company Control Panel - Company Display Settings - Locked. Click to unlock.

        The button switches to Locked.

      2. If you want to enable individual users to override the language settings, click Account Admin - Company Control Panel - Company Display Settings - Locked. Click to unlock to toggle the setting to .Account Admin - Company Control Panel - Company Display Settings - Unlocked. Click to lock.

        The button switches to Unlocked.

  3. If you want to configure the time zone for all users of the platform do the following:

    1. In the Timezone list, click the time zone to use.

    2. If you want to configure whether individual users can override the time zone settings, do one of the following:

      1. If you do not want to enable individual users to override the time zone settings, click Account Admin - Company Control Panel - Company Display Settings - Unlocked. Click to lock to toggle the setting to Account Admin - Company Control Panel - Company Display Settings - Locked. Click to unlock.

        The button switches to Locked.

      2. If you want to enable individual users to override the time zone settings, click Account Admin - Company Control Panel - Company Display Settings - Locked. Click to unlock to toggle the setting to .Account Admin - Company Control Panel - Company Display Settings - Unlocked. Click to lock.

        The button switches to Unlocked.

  4. If you want to configure the unit of temperature for all users of the platform, in the Temperature list, do one of the following:

    1. Do one of the following:

      1. To use Celsius, click Celsius.

      2. To use Fahrenheit, click Fahrenheit.

    2. If you want to configure whether individual users can override the unit of temperature settings, do one of the following:

      1. If you do not want to enable individual users to override the unit of temperature settings, click Account Admin - Company Control Panel - Company Display Settings - Unlocked. Click to lock to toggle the setting to Account Admin - Company Control Panel - Company Display Settings - Locked. Click to unlock.

        The button switches to Locked.

      2. If you want to enable individual users to override the unit of temperature settings, click Account Admin - Company Control Panel - Company Display Settings - Locked. Click to unlock to toggle the setting to .Account Admin - Company Control Panel - Company Display Settings - Unlocked. Click to lock.

        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

Account Admin -­ Company Control Panel -­ Company Display Settings - User Management page

In the Account Admin, in the Company Control Panel menu, in the Supply Chain Monitoring area, click Settings.

The User Management page appears.

Account Admin -­ Company Control Panel -­ Company Display Settings - User Management actions
Account Admin -­ Company Control Panel -­ Company Display Settings - User Management filters
Table 9. User Management page - actions

Item

Description

Account Admin -­ Company Control Panel - User Management - Add user button

Adds a user.

Actions

Perform an action on selected users:

  • Activate Users - activates selected users

  • Disable Users - disables selected users

  • Reset Passwords - resets passwords for selected users

Export selected

Exports a list of selected users.

You can select the format to export to:

  • CSV - export in a comma separated values file format

  • XLSX - export in Excel file format.

Search conditions

Search condition

Select a condition to search or filter by.

  • Username - search by user name

  • Email - search by email address

  • Status - filter by status of user. Select one of the following:

    • Active - filter by active users

    • Disabled - filter by disabled users

  • Access level - filter by access level of user. Select one of the following:

    • Normal - filter by users with access level normal

    • Elevated - filter by users with access level normal

    • Admin - filter by users with access level normal

  • Last login - filter by date user last logged in.

    • From - start of date range you want to filter by

    • To - end of date range you want to filter by

Account Admin -­ Company Control Panel - User Management - Search button

Searches/ filters by the conditions provided.



Account Admin -­ Company Control Panel -­ Company Display Settings - User Management page - User list
Table 10. User Management page - User list table

Item

Description

Username

Username of user.

Email

Email address of user.

Status

Status of user:

  • Active -

  • Disabled -

Access level

Access level of user:

  • Normal -

  • Elevated -

  • Admin -

Last login

Date user last logged in, in DD MMM YYYY format.

For users that have never logged in, this will say Never logged in.

Actions

Actions you can perform on the user.

Depending on user status, you will see some of the following options:

  • View/Edit User - click to view or edit user

  • Disable User - click to disable user

  • Activate User - click to activate user

  • Reset Password - click to reset password for user



Account Admin -­ Company Control Panel -­ Company Display Settings - User Management page - User list
Table 11. Add a user page 

Item

Description

Username

Username of user.

First name

First name of user.

Last name

Last name of user.

Email

Email address of user.

Phone number

Phone number of user, including country code.

Leave blank to not register a phone number for user.

Access level

Access level of user:

  • Admin -

  • Normal -

  • Elevated -

Status

Status of user:

  • Active -

  • Disabled -

Save

Saves the provided information and creates the user.



  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.

    The User Management page appears.

    Account Admin -­ Company Control Panel - User Management - User list
  2. Click Add user.

    Account Admin -­ Company Control Panel - User Management - Add user button

    The Add a user page appears.

    Account Admin -­ Company Control Panel - User Management - Add a user dialog
  3. In the Username box, type a username for the user.

  4. In the First Name box, type the first name of the user.

  5. In the Last Name box, type the last name of the user.

  6. In the Email box, type the email address of the user.

  7. If you want to add a phone number for the user, in the Phone number box, type the phone number, including country code.

  8. To configure the access level of the user, in the Access level box, do one of the following:

    1. To create a user with Admin access level, click Admin.

    2. To create a user with Normal access level, click Normal.

    3. To create a user with Elevated access level, click Elevated.

  9. To configure the status of the user, in the Status box, do one of the following:

    1. To create an active user, click Active.

    2. To create a disabled user, click Disabled.

  10. Click Save.

    The User Management page appears, with the new user in the list.

  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.

    The User Management page appears.

    Account Admin -­ Company Control Panel - User Management - User list
  2. If you want to disable a single user, in the User list, locate the user, click Account Admin -­ Company Control Panel - User Management - User actions and click Disable user.

    The user status is changed to disabled.

  3. If you want to activate a single user, in the User list, locate the user, click Account Admin -­ Company Control Panel - User Management - User actions and click Activate user.

    The user status is changed to Activated.

  4. If you want enable or activate multiple users, do the following:

    1. In the User list, click to select the users.

      Account Admin -­ Company Control Panel - User Management - User is selected, click to deselect
    2. If you want to activate the selected users, click Account Admin -­ Company Control Panel - User Management - Actions for multiple users and click Activate users.

      The status of the selected users is changed to Activated.

    3. If you want to disable the selected users, click Account Admin -­ Company Control Panel - User Management - Actions for multiple users 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.

  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.

    The User Management page appears.

    Account Admin -­ Company Control Panel - User Management - User list
  2. If you want to reset the password for a single user, in the User list, locate the user, click Account Admin -­ Company Control Panel - User Management - User actions and click Reset password.

    The user will receive an email with instructions on how to set a new password.

  3. If you want reset the password for multiple users, do the following:

    1. In the User list, click to select the users.

      Account Admin -­ Company Control Panel - User Management - User is selected, click to deselect
    2. If you want to activate the selected users, click Account Admin -­ Company Control Panel - User Management - Actions for multiple users 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

  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.

    The User Management page appears.

    Account Admin -­ Company Control Panel - User Management - User list
  2. To select the users you want to export, do the following:

    1. If you want to export all users, in the table header, click Account Admin -­ Company Control Panel - User Management - User is selected, click to deselect.

      All users in the list are selected.

    2. If you want to export selected users, for each user you want to select, in the User list, click Account Admin -­ Company Control Panel - User Management - User is selected, click to deselect.

  3. To export the selected users, click Account Admin -­ Company Control Panel - User Management - Export selected users and do one of the following:

    1. To export the selected users to a comma separated values file (.csv), click .CSV.

    2. To export the selected users to an Excel spreadsheet (.XLSX), click .XLSX.

    The download file window appears.

  4. Select what do do with the file.

You can use the Security Settings page to configure the following security settings for your company:

  • password strength requirement

  • password expiration

  • password reuse prevention

  • password change suspension

  • intrusion protection

Note

The password security settings do not apply if you have SSO setup.

You can configure how strong passwords need to be. The Supply Chain Monitoring platform will not accept passwords that are weaker than what you have configured.

Account Admin -­ Company Control Panel -­ Company Display Settings - Security Settings - Password strength requirement list

Note

Please note that changing this setting will not affect passwords that have already been set, but will force all new passwords to abide by the chosen set of rules.

Table 12. Password strength level

Strength level

Description

Low

Low strength passwords will be accepted:

  • Minimum password length: 6

  • Requires a lowercase letter: No

  • Requires a uppercase letter: No

  • Requires a digit: No

  • Requires a special character: No

    Special characters: ! @ # $ & * % < > ( ) " \ ' ´ ’ + ° ¨ ~ ` = | ? : ; , . [ ] ^ \ / { } _ -

Fair

Fair strength passwords will be accepted:

  • Minimum password length: 8

  • Requires a lowercase letter: Yes

  • Requires a uppercase letter: Yes

  • Requires a digit: Yes

  • Requires a special character: No

    Special characters: ! @ # $ & * % < > ( ) " \ ' ´ ’ + ° ¨ ~ ` = | ? : ; , . [ ] ^ \ / { } _ -

Good

Good strength passwords will be accepted:

  • Minimum password length: 10

  • Requires a lowercase letter: Yes

  • Requires a uppercase letter: Yes

  • Requires a digit: Yes

  • Requires a special character: Yes

    Special characters: ! @ # $ & * % < > ( ) " \ ' ´ ’ + ° ¨ ~ ` = | ? : ; , . [ ] ^ \ / { } _ -

Excellent

Excellent strength passwords will be accepted:

  • Minimum password length: 12

  • Requires a lowercase letter: Yes

  • Requires a uppercase letter: Yes

  • Requires a digit: Yes

  • Requires a special character: Yes

    Special characters: ! @ # $ & * % < > ( ) " \ ' ´ ’ + ° ¨ ~ ` = | ? : ; , . [ ] ^ \ / { } _ -



Configuring password strength requirement

  1. In the Password Strength Requirement area, in the Password Strength Requirement list, click the password strength you want to set.

    Account Admin -­ Company Control Panel -­ Company Display Settings - Security Settings - Password strength requirement list
  2. Click Save.

    The password strength requirement is changed for the Supply Chain Monitoring platform.

    Note

    Please note that changing this setting will not affect passwords that have already been set, but will force all new passwords to abide by the chosen set of rules.

You can configure Supply Chain Monitoring platform to make your users' passwords periodically expire. This will force users to choose a new password at the end of each period, which can not be the same as their previous password.

Note

This is an unpopular feature with users and its intended contribution to increased security is highly debated amongst security professionals.

Account Admin -­ Company Control Panel -­ Company Display Settings - Security Settings - Password Expiration

Configuring password expiration

  1. In the Password Expiration area, in the Password Expiration list, click the password expiration setting you want to set:

    Account Admin -­ Company Control Panel -­ Company Display Settings - Security Settings - Password Expiration list
    1. Passwords never expire

    2. Passwords expire every month

    3. Passwords expire every 3 months

    4. Passwords expire every 6 months

    5. Passwords expire every 12 months

    6. Passwords expire every 24 months

  2. Click Save.

    The password expiration is changed for the Supply Chain Monitoring platform.

You can configure the platform to not allow your users to reuse old passwords. This will force users to create a new password unlike their previous passwords when their password is reset or when they change it themselves. You can configure this to apply to a specific number of previous passwords, or for a specific period.

Account Admin -­ Company Control Panel -­ Company Display Settings - Security Settings - Password reuse prevention

Configuring password expiration

  1. In the Password Reuse Prevention area, in the Password Reuse Prevention list, do one or more of the following:

    1. To configure the number of previous passwords to reject, click the password reuse prevention setting you want to set:

      Account Admin -­ Company Control Panel -­ Company Display Settings - Security Settings - Password reuse prevention list
      1. Always allow reuse

      2. Reject latest password

      3. Reject previous 2 passwords

      4. Reject previous 3 passwords

      5. Reject previous 4 passwords

      6. Reject previous 5 passwords

    2. To configure the amount of time you want to pass before a password can be reused, click the password reuse prevention setting you want to set:

      Account Admin -­ Company Control Panel -­ Company Display Settings - Security Settings - Password reuse prevention list
      1. Always allow reuse

      2. Reject reuse for 1 month

      3. Reject reuse for 3 months

      4. Reject reuse for 6 months

      5. Reject reuse for 12 months

      6. Reject reuse for 24 months

  2. Click Save.

    The password reuse prevention setting is changed for the Supply Chain Monitoring platform.

You can configure a waiting period after a password reset where a user is not allowed to reset the password.

Account Admin -­ Company Control Panel -­ Company Display Settings - Security Settings - Password Change Suspension

Configuring password change suspension

  1. In the Password Change Suspension area, in the Password Change Suspension list, click the password password change suspension setting you want to set:

    Account Admin -­ Company Control Panel -­ Company Display Settings - Security Settings - Password Change Suspension list
    1. Always allow password reset

    2. Suspend reset for 1 hour

    3. Suspend reset for 2 hours

    4. Suspend reset for 3 hours

    5. Suspend reset for 6 hours

    6. Suspend reset for 12 hours

    7. Suspend reset for 24 hours

  2. Click Save.

    The password change suspension setting is changed for the Supply Chain Monitoring platform.

You can configure a waiting period after a password reset where a user is not allowed to reset the password.

Account Admin -­ Company Control Panel -­ Company Display Settings - Security Settings - Intrusion Protection

Configuring intrusion protection

  1. In the Intrusion Protection area, in the Notifications E-mail Address box, type the email address to which you want to send notifications of system intrusion attempts.

  2. Click Save.

    The intrusion protection email setting is changed for the Supply Chain Monitoring platform.

You can use the Custom Properties page 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

Account Admin -­ Company Control Panel - Custom Properties
Table 13. Custom Properties table

Item

Description

Filter

Filters the custom properties shown in the table:

  • Show all

  • Enabled only

  • Disabled only

  • Required only

  • Enumerable only

  • Free Text only

Name

Name of custom property.

Type

Type of custom property:

  • Free text - you can enter text or numbers.

  • Enumerable - you can select from a predefined list of options.

Required

Indicates whether custom property is required.

  • Yes - custom property is required.

  • No - custom property is not required.

Note

Required 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:

  • SCM admin panel - Edit user button Click to edit custom property.

  • Custom Property is enabled. Click to disable Custom property is enabled. Click to disable.

  • Custom Property is disabled. Click to enable Custom property is disabled. Click to enable.



  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click User Management.

    The Custom Properties page appears.

    Account Admin -­ Company Control Panel - Custom Properties
  2. Click New Custom Property.

    Account Admin -­ Company Control Panel - Custom Properties - New Custom Property button

    The Create New Custom Property page appears.

    Account Admin -­ Company Control Panel - Custom Properties - Create New Custom Property
  3. In the Name box, type a name for the custom property.

  4. To select a type of custom property, in the Type box, do one of the following:

    1. To create a custom property where you can type text or numbers, click Free Text.

    2. To create a custom property where you select from a list, click Enumerable.

  5. To configure whether the custom property should be required when creating shipments, in the Required box, do one of the following:

    1. To set the custom property to be required, click Yes.

    2. To set the custom property to not be required, click No.

  6. Click + Create Property.

    Account Admin - Create Property button

    The Custom Properties page appears, with the new custom property in the list.

  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click Custom Properties.

    The Custom Properties page appears.

    Account Admin -­ Company Control Panel - Custom Properties
  2. In the Custom Properties list, locate the custom property you want to edit and click SCM admin panel - Edit user button.

    The Edit Custom Property page appears.

    Account Admin -­ Company Control Panel - Custom Properties - Edit Custom Property
  3. If you want to edit the name of the custom property, in the Name box, type a name for the custom property.

  4. If you want to edit the type of the custom property, in the Type box, do one of the following:

    1. To change to a custom property where you can type text or numbers, click Free Text.

    2. To change to a custom property where you select from a list, click Enumerable.

  5. If you want to change whether the custom property should be required when creating shipments, in the Required box, do one of the following:

    1. To set the custom property to be required, click Yes.

    2. To set the custom property to not be required, click No.

  6. Click Save changes.

    The Custom Properties page appears, with the updated custom property in the list.

  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click Custom Properties.

    The Custom Properties page appears.

    Account Admin -­ Company Control Panel - Custom Properties
  2. If you want to disable a custom property, in the Custom Properties list, locate the custom property you want to disable and click Custom Property is enabled. Click to disable.

    The custom property is disabled.

  3. If you want to enable a custom property, in the Custom Properties list, locate the custom property you want to enable and click Custom Property is disabled. Click to enable.

    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.

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.

Account Admin -­ Company Control Panel - Inspection Properties
Table 14. Inspection Properties table

Item

Description

Filter

Filters the inspection properties shown in the table:

  • Show all

  • Enabled only

  • Disabled only

  • Required only

  • Enumerable only

  • Free Text only

Name

Name of inspection property.

Type

Type of inspection property:

  • Free text - you can enter text or numbers.

  • Enumerable - you can select from a predefined list of options.

Required

Indicates whether inspection property is required.

  • Yes - inspection property is required.

  • No - inspection property is not required.

Note

Required 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:

  • SCM admin panel - Edit user button click to edit inspection property.

  • Custom Property is enabled. Click to disable inspection property is enabled. Click to disable.

  • Custom Property is disabled. Click to enable inspection property is disabled. Click to enable.



  1. In the Account Admin, click Inspection Properties.

    The Inspection Properties page appears.

    Account Admin -­ Company Control Panel - Inspection Properties
  2. Click New Inspection Property.

    Account Admin -­ Company Control Panel - Inspection Properties - New Inspection Property button

    The Create New Inspection Property page appears.

    Account Admin -­ Company Control Panel - Inspection Properties - Create New Custom Inspection Property
  3. In the Name box, type a name for the inspection property.

  4. To select a type of inspection property, in the Type box, do one of the following:

    1. To create a inspection property that can contain text, click Free Text.

    2. To create a inspection property that only contain numbers, click Enumerable.

  5. To configure whether the inspection property should be required when you inspecting shipments, in the Required box, do one of the following:

    1. To set the inspection property to be required, click Yes.

    2. To set the inspection property to not be required, click No.

  6. 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:

    1. In the New value text box, type the value.

    2. Click + Add.

      The enumerable option is added to the inspection property.

    3. If you want to disable a value, click Custom Property is enabled. Click to disable.

      The custom property is disabled.

    4. If you want to enable a value, click Custom Property is disabled. Click to enable.

      The custom property is enabled.

  7. Click + Create Property.

    Account Admin - Create Property button

    The Inspection Properties page appears, with the new inspection property in the list.

  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click Inspection Properties.

    The Inspection Properties page appears.

    Account Admin -­ Company Control Panel - Inspection Properties
  2. In the Inspection properties list, locate the inspection property you want to edit and click SCM admin panel - Edit user button.

    The Edit Inspection Property page appears.

    Account Admin -­ Company Control Panel - Inspection Properties - Edit Inspection Property
  3. If you want to edit the name of the inspection property, in the Name box, type a name for the inspection property.

  4. If you want to change the type of the inspection property, in the Type box, do one of the following:

    1. To change to a inspection property that can contain text, click Free Text.

    2. To change to a inspection property that only contain numbers, click Enumerable.

  5. If you want to change whether the inspection property should be required when inspecting shipments, in the Required box, do one of the following:

    1. To set the inspection property to be required, click Yes.

    2. To set the inspection property to not be required, click No.

  6. 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:

    1. To add a value, do the following:

      1. In the New value text box, type the value.

      2. Click + Add.

        The enumerable option is added to the inspection property.

    2. If you want to disable a value, click Custom Property is enabled. Click to disable.

      The custom property is disabled.

    3. If you want to enable a value, click Custom Property is disabled. Click to enable.

      The custom property is enabled.

  7. Click Save changes.

    The Inspection Properties page appears, with the updated inspection property in the list.

  1. In the Account Admin, in the Company Control Panel menu, in the All Solutions area, click Inspection Properties.

    The Inspection Properties page appears.

    Account Admin -­ Company Control Panel - Inspection Properties
  2. If you want to disable an inspection property, in the Inspection Properties list, locate the inspection property you want to disable and click Custom Property is enabled. Click to disable.

    The inspection property is disabled.

  3. If you want to enable an inspection property, in the Inspection Properties list, locate the inspection property you want to enable and click Custom Property is disabled. Click to enable.

    The inspection property is enabled.