Internal Employee Administration User Guide

The CassPort Administration Menu provides a means for internal employee administrators to manage demographic data and report security at the individual internal user level. As an internal administrator (IA), you may register Cass Information Systems account representatives (internal users) in addition to external users at client sites. You may also update registered user information and access permissions. To review Client Administration guidelines, click here.

Cass Internal users register exclusively through the User Administration application. Only external users fill out the Internet Reporting Services Registration web page. Eventually, external administrators, for their individual registration, will primarily use the web registration page. They will commonly register their external users at the client site through User Administration.

Internal Administrator Profile

To Access Internet Reporting Services Internal Administration

Under the User Administration Menu, choose the appropriate option: Add New Internal Users or Edit Registered Internal Users.

To add an internal user profile to CIRS:

1. Under the SERVICE SELECTION tab, Administration Menu, click Administer Users, then Add New Internal Users. The Add New Internal Users page displays.

2. Enter the user’s demographic information in the fields provided. Note: An asterisk indicates required information.

3. Assign a unique login ID of at least six characters. Note: The recommended format is last name followed by first initial, and middle initial (if applicable).

4. Assign a password at least six characters in length and containing a minimum of one alpha and one numeric.

5. Re-enter your password in the Confirm Password field.

6. Select the appropriate login level, e.g., internal user with shipper and/or carrier access, or internal administrator.

7. Enable (check) the appropriate reporting permissions.

8. Choose whether to notify the user via e-mail upon registration.

9. Click Register.

To edit CIRS registered user profiles:

1. Under the SERVICE SELECTION tab, Administration Menu, click Administer Users, then Edit Registered Internal Users. The Edit Registered Internal Users page lists the registered internal users whose profile you have authority to edit.

2. Click the appropriate name. The Edit Registered Internal Users modification page displays.

3. Change the appropriate demographic information. Note: An asterisk indicates required information.

4. Review the user login level.

5. Review and make any necessary changes to the user's reporting permissions.

6. Choose whether to notify the user via e-mail confirming the update.

7. Click Update.

To delete an internal user profile:

1. At the Edit Registered Internal Users list, enter a check mark in the box preceding the user name(s).

2. Click Delete Checked.

You may also delete a user profile after having accessed his or her demographic information and access permissions:

At the Edit Registered Internal Users modifications page, click Delete.

To disable an internal user profile:

1. At the Edit Registered Internal Users list, enter a check mark in the box preceding the user name(s).

2. Click Disable Checked. A symbol appears in a column to the right of the user name to indicate a disabled user profile.

You may also disable a user profile after having accessed his or her demographic information and access permissions:

At the Edit Registered Internal Users modifications page, disable the User Profile Status by clearing the accompanying check box.

To enable an internal user profile:

At the Edit Registered Internal Users modifications page, enable (check) the User Profile Status to reactivate a disabled user profile. Note: You may only enable one disabled user profile at a time.