MSWeb Setup and Administration

After the initial rollout of MSWeb, use this topic to reference information specific to managing settings and other data that is specific to MSWeb.

Most settings defined within MoversSuite Administration control behavior for settings within both MoversSuite and MSWeb. This topic covers the specific settings that affect MSWeb only. Refer to the following topics for additional setup information:

Move Management Setup

MoversSuite Email Service Setup and Administration

Document Management Setup and Administration

Text Messaging Setup

MSWeb Users

MSWeb users are defined within Personnel Setup. However, an additional mapping is needed by either your IT or by EWS Group (for EWS Hosted Customers). This is mapping is defined as the Microsoft Entra ID. The Entra ID aligns with Microsoft Windows Authentication to grant save and secure access to MSWeb.

The Entra ID along with the password defined for the user within their Personnel Setup will grant access to MSWeb. A typical username through this process resembles “auser@msweb.moverssuite.com.”

The Security Profile assigned to the user through their Personnel Setup record controls access to functionality within each of the MSWeb pages. Specifically, access to the “Order Information” controls access to all Coordinator persona pages based on the branch of the order.

The following table describes the security needed to access MSWeb functionality.

Page	Access Information
Orders	Only orders that the user has branch access to through the Order Information module display in MSWeb Orders List screen. Further, the user logging into the application must be assigned to the order as a coordinator, e.g., Transportation Coordinator, Logistics Coordinator, or OA Coordinator. The orders that list in this page are also controlled by a flag set within the Order Status Setup. This page only shows orders assigned to statuses with the “Hide orders with this status from MSWeb Orders listing?” flag not checked.
Tasks	Users with access to the Tasks module can view MSWeb Tasks page. Users can add and update tasks when they have Full Access to the branch of the order associated with those tasks.
Quick Find	The MSWeb Quick Find only returns orders that the user can access based on branch assignment to the Order Information module.
Order-Level Pages
Order Story	Users with access to the Order Information module can view the MSWeb Order Story page. Users must have Full Access to this module for the specified branch of the order to add and modify the order, including the ability to add notes, create a duplicate order, update the Order Status, update the Shipment Status, and book the order.
Move Information	Users with access to the Order Information module can view and make updates to the MSWeb Move Information page.
Account Profile	Users with access to the Order Information module can view and make updates to the MSWeb Account Profile page.
Local Services	Users with access to the Order Information module can view and make updates to MSWeb Local Services. Users must have Full Access to this module for the specified branch of the order to create and update services.
Tasks	Users with access to the Order Information module can view and make updates to the MSWeb Tasks page. Users must have Full Access to this module for the specified branch of the order to add and update tasks specific to the order.