Team profile

Permissions Management 160 views

Team profile

The Team Profile page in the Cloud App is designed to manage team member information and permissions.

Entering personal data

1. In the left menu, under the  Permissions section, click on Team Profile.


2. Once you enter the page, a summary of the data you will enter will be displayed on the screen.

3. Click on Edit Profile  to enter the data entry page 

Profile

1. To insert an image, drag it into the appropriate field.

The photo must be in 160X160 pixel format.

2. In the Contact section enter the information for:

  • Whatsapp Contact
  • Skype Contact
  • E-mail
  • Landline phone
  • Mobile phone

3. On the right side the user must enter the following data:

  • Address
  • Postal code
  • City
  • Village

4. Click Save Profile to save data 

Settings

Changes to Settings on this page are Team- wide and only Manager Users can access the changes .

1. On the Settings page,  there is a menu on the right where you will find all the settings fields to configure.

2. In the General Configuration  you can change the language and preferred country in the drop-down menus.

3. In the Shipping Management Settings menu , fill in the following fields:

  • Default currency
  • Default warehouse
  • Default shipping service
  • Default weight unit
  • Default size unit of measure 
  • Preferred packaging type 
  • Default packaging type

These fields are filled in the General Setup Wizard , you can access these parameters for any subsequent changes.

4. In the Container Aggregation Setup menu , choose the default packaging type to create aggregation in containers.

5. In the Quick Shipment Creation menu,  the user can create a shipment manually and not through the order.

6. Enable container auto-compilation by clicking the Enable container auto-compilation  button

7. Select the Preferred packaging you want to use from the drop-down menu.

8. Assign a Default Title for the shipment item

9. Enter the default SKU for the container shipment item.

10. In the Default net weight for shipment item field, indicate the net weight of the single product within the shipment.


11. In the Default quantity per item of the container shipment field , enter the quantity of products to ship.


When the message appears ( Warning: the value is not saved, the one displayed is the default value of the setting that is used in some automatic systems )  you must enter the menu via the icon  (black pencil) and confirm the choice.

12. In the Default Unit Value for Container Shipment Item field , enter the market value of the individual product to be shipped.


See the guide  📄 Manual shipment creation to complete the setup.

13. In the Settings menu for automations the user defines the Standard weight of the item which is then used to calculate the total weight of the shipment.

14. In the Manifest Settings menu you can decide to hide the value of the goods contained in the shipment by hiding the insured value and the cash on delivery.

15. In the API - Product Update / Stock menu you determine which variable is used as the unique product identifier when products are created via the Product Creation API.

16. In the Order Creation menu , you determine what the order identifier is , which in the Cloud App will always be the number.

in the second setting Create products during import, if I receive product information from the sales channel, including a related image, I can display it within the product and within the order list.

17. In the Marketing Settings menu,  the user defines whether the Tracking page has the same address used by the operators to work or assigns it a custom address. In the case of Custom Connection, enter the desired domain.