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Anna Isaksson
Updated

ESSENTIAL STANDARD

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There are various settings you can make in nShift Delivery. For example, you can create shortcuts in the GUI, define preset senders, receivers and other shipment specific data.

Settings exist on three levels in a hierarchical order.

Note

All levels are not available on all accounts, since Profile Management is an nShift add-on.

  • Account

    • Profile group

      • Profile

Account

The account doesn't represent an individual. It's the account for a company or an organization, with a user ID that should be used by all users.

Change settings

  1. Go to Maintenance > My account.

  2. Click Settings.

  3. Click Change in the section where you want to make the changes.

The settings are inherited by all profile groups and profiles as the account is at the highest level.

Change contact information

  1. Go to Maintenance > My account.

  2. Click Change address.

  3. Enter your name and email address in the Buyer section and make the changes.

  4. Click Order.

Note

It's highly important that the contact information is up to date, for nShift to give you the best possible service.

Change personal data storage time

  1. Go to Maintenance > My account.

  2. Click Integrity settings.

  3. Select anonymization time in the Automatic anonymization section.

By default personal data in your shipment history will be removed after five (5) years.

Change administrator login permission

  1. Go to Maintenance > My account.

  2. Click Integrity settings.

  3. Uncheck the Allow administrator login box to prevent support staff from logging in to your account.

Profile group

PROFESSIONAL ADD-ON PLUS ADD-ON

A profile group governs what information is available for profiles belonging to the profile group, such as senders, receivers and shipment history that is stored in its own profile group.

Profile groups don't have access to each other’s information, except for the information stored in the default profile group.

Change settings

  1. Go to Maintenance > Profile groups.

  2. Click Search.

  3. Click DEL_Show_icon.png next to the profile group where you want to make the changes.

  4. Click Settings.

  5. Click Change in the section where you want to change the settings.

The settings are valid for all profiles assigned to the profile group. Initially, settings are inherited from the account but can be overridden by clicking DEL_Value_icon.png, provided that the user making changes has a role with the necessary permission.

Profile

ESSENTIAL STANDARD

Use profiles to create multiple logins for your account. This is especially useful if you want to enable MFA for increased security.

Each profile is assigned a profile ID and a password that together with the user ID are used for logging in to nShift Delivery. The profile ID must be unique.

Each profile belongs to one profile group and can be assigned one or several roles.

Change settings

  1. Go to Maintenance > Profiles.

  2. Click Search.

  3. Click DEL_Show_icon.png next to the profile where you want to make the changes.

  4. Click Settings.

  5. Click Change in the section where you want to change the settings.

The settings are valid for that specific profile only. Initially, settings are inherited from the account or profile group, depending on whether the account settings have been overridden on profile group level. The settings can be overridden by clicking DEL_Value_icon.png, provided that the user making changes has a role with the necessary permission.

Caution

If you have access to the Settings menu and make changes there, they are only valid for the profile that is currently logged in, that is, the result is the same as navigating to Maintenance > Profiles, looking up your current profile and making changes.

Shortcuts

The left-side menu contains shortcuts for you or your profile. You can create shortcuts to frequently used pages, as well as to printing and search favorites. These shortcuts will then be available directly from the menu.

About “Direct” shortcuts

Favorites can be added to the menu in two different ways:

  • Printing favorites (Direct) and Search favorites (Direct) create their own headings in the left-side menu.

    The favorites you select will appear directly beneath these headings.

  • Printing favorites and Search favorites (without Direct) add a single shortcut under Shortcuts.

    The individual favorites won’t appear as separate items in the menu.

Use (Direct) if you want immediate access to each favorite from the menu. Use the non-direct versions if you prefer a single shortcut entry.

Additional ways to access favorites

After you’ve created your shortcuts, you can also access your printing and search favorites from the top menu, under Shipments and History, respectively.

DEL_ShortcutsPrintfav_topmenu-en.png
DEL_ShortcutsSearchfav_topmenu-en.png

Shortcuts - top menu

Create shortcuts

  1. Go to Settings > Interface.

  2. Click Change.

  3. In the Shortcuts section, select the shortcuts you want to show in the menu.

    DEL_ShortcutsSetup_page-en.png
    DEL_Shortcuts_page-en.png

    Shortcuts - set-up and result

  4. Click Finish, or continue to selecting printing and/or search favorites.

Show printing favorites under a new menu heading

  1. Create your printing favorites.

  2. Go to Settings > Interface.

  3. Click Change.

  4. Select Printing favorites (Direct). Selecting only individual printing favorites won’t show anything. This option places your printing favorites under a new menu heading.

  5. In the Printing favorites section, select the printing favorites you want to show beneath the new heading.

    DEL_ShortcutsPrintfavSetup_page-en.png
    DEL_ShortcutsPrintfav_page-en.png

    Shortcuts to print favorites - set-up and result

  6. Click Finish.

Show search favorites under a new menu heading

  1. Create your search favorites.

  2. Go to Settings > Interface.

  3. Click Change.

  4. Select Search favorites (Direct). Selecting only individual search favorites won’t show anything. This option places your search favorites under a new menu heading.

  5. In the Search favorites section, select the search favorites you want to show beneath the new heading.

    DEL_ShortcutsSearchfavSetup_page-en.png
    DEL_ShortcutsSearchfav_page-en.png

    Shortcuts to search favorites - set-up and result

  6. Click Finish.

DEL_ShortcutsAllSetup_page-en.png
DEL_ShortcutsAll_page-en.png

All shortcuts - set-up and result

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