User Access Management (INTERNAL ONLY)
This article describes user access for customers on the Platform.
RightStore Sign up
Any potential customer or existing customer may sign up from RightStore to have access to the Platform. Sign up can be done via RightStore through the “Join now” button.
User will then be redirected to create an account.
Email domains are checked when signing up. Blacklisted email domains are not allowed for signup. Below is the list of blacklisted email domains. A message “You need to enter your work email, personal email address is not accepted.” will be displayed when they use such email domains.
yahoo.* |
aol.com |
gmail.* |
mail.com |
hotmail.* |
outlook.* |
icloud.com |
msn.com |
139.com |
163.com |
otenet.gr |
qq.com |
126.com |
foxmail.com |
mail.ru |
amosconnect.com |
orion.plus |
gtmailplus.com |
aliyun.com |
ipsignature3.net |
vip.qq.com |
interia.pl |
speedmailplus.com |
protonmail.com |
vip.163.com |
live.* |
yopmail.com |
naver.com |
skyfile.com |
263.net |
me.com |
bigpond.com |
infinitymail.eu |
dualog.net |
infinitymail.eu |
yandex.ru |
inbox.lv |
mail.dk |
email.com |
sina.com |
btinternet.com |
bjles.net |
proton.me |
vimaru.edu.vn |
btinternet.com |
orillamail.com |
nate.com |
kakao.com |
Once a user has successfully filled out the details, they will be prompted to add their information to complete their registration. Once successful, an email will be sent to the email address used indicating their registration is completed. Another email containing a temporary password will also be sent out for them to login to the Platform. After the initial login, they will be required to update their password.
Customer setup
Customers are created via automation from Salesforce.
Allowed Domains (Customer)
Allowed domains in customer setup determines which customer a new contact should be assigned to when signed up from RightStore. Multiple domains can be set up if required. To configure allowed domains, please log a ticket to Platform Support here.
Note
Text entered in Note textbox will show as a banner when adding, editing or moving a user.
Subscriptions
Information services subscription consists of 2 types: Full Subscription and Limited Subscription. Full Subscription gives customers access to all vessel details in the Platform, including Safety Score, GHG and CII Rating. Limited Subscription, depending on the number of vessels subscribed to, gives customers access to vessel details that are subscribed to.
Full Subscription
Limited Subscription
Below are the steps to take to edit customer subscription.
1. Navigate to Customers page and select the customer. Click on ‘Subscriptions’ tab.
2. Click the pencil icon to edit the subscription.
3. Select the subscription type. Depending on which subscription is selected, fields are mandatory. For Limited Subscription, the number of vessels is updated based on requirement.
4. Click Save. Update will be shown in the Subscriptions tab.
Customer Subscriptions
For a customer who is subscribed to Limited Subscription with X number of vessels/companies, setup is done at ‘Customer Subscriptions’ menu.
Below are the steps to add vessels to a customer’s Limited Subscription services.
1. Navigate to Customer Subscriptions menu.
2. Under ‘Select Customer’, search customer to update vessels subscribed to.
3. Click ‘Add vessel’ button.
4. Search for a vessel to add either via IMO or name. Multiple vessels may be added at once.
5. Ensure acknowledgment message is checked before submitting.
6. Vessel selected will be shown on the Customer Subscriptions page after successful completion.
Shared Activities
Vet, Environment Verification, FBR and Forms are activities on the Platform that are only viewable to the requestor’s business unit. For other customers or business units to have access, the activities need to be shared. This is set in the Shared Activities tab.
Below are the steps to add a shared activity for another customer/business unit.
1. Click on ‘Add’ button.
2. Select the activity, from which business unit to the customer and business unit to be shared to.
3. Click Submit.
Once saved, the activity will then be viewable by the customer/business unit that was shared with.
Warning: Ensure that the customer allows their activities to be shared.
Business Unit setup
Business unit can be added via the Platform. Below are the steps to add a new business unit into the Platform.
1. Navigate to Customers page and select the customer. Click on ‘Business unit (s)’ tab.
2. Click ‘Add business unit’ button.
3. Add details of business unit and click Save. ‘Business Unit Name’ is mandatory.
Allowed Domains (Business Unit)
Allowed domains in business unit setup determines which business unit a new contact should be assigned to when signed up from RightStore. Multiple domains can be set up if required. To configure allowed domains, please log a ticket to Platform Support here.
Email Alert Setup
Customers may want to receive notifications when certain activities for vets are triggered. This includes when a vet is requested or when an RFI is required. Email alerts can be added for such in Email Alert Setup.
Below are the items for which an email alert can be setup for.
- Vet is requested
- Vet has a status change
- Vet has an outcome
- Vet outcome is unacceptable
- Vet is auto-cancelling / auto-cancelled
- Vet requires further information (someone must receive this)
- TQ awaiting response
- TQ requires review
- HQ awaiting response
- HQ requires review
- Environmental is requested
- Environmental has a status change
- Environmental has an outcome
- Environmental outcome is unacceptable
- TQ Complete
- HQ Complete
- CC in all Vet correspondence
- Vet is escalated
- Vet has customer decision
- Carbon accounting reporting period about to expire
- Voyage Data has a status change
- FBR requires further information (someone must receive this)
- Email Form is requested
- Windward VOI Fails
- PurpleTRAC Fails
- Require RFI
- Email Form
- Screening has a Result
- Screening has a customer decision
- Screening is requested
- Screening exception required
- Due Diligence is requested
- Due Diligence has an outcome
- Due Diligence Require Intervention
- Due Diligence has status change
- Due Diligence Require RightShip Intervention
Rule Collections
Rules are allocated for a business unit in the ‘Rule Collections’ tab. Rules are maintained by Marine Excellence. For new rule setup or change to existing rule collections, please log a ticket to Marine Excellence here.
Roles
Below list the default roles when a new customer is created on Platform.
· STANDARD Owner / Manager
· STANDARD Finance/Regulator
· PREMIUM Owner/Manager
· PREMIUM Finance/Regulator
· PREMIUM Charterer
· PREMIUM PLUS Owner/Manager
· PREMIUM PLUS Charterer
· PREMIUM PLUS Finance/Regulator
· Hosted Vetting
· MEP
· RightSTORE LITE
· Limited Subscription
· PortRisk
· STANDARD Owner/Manager + PSCRiskIQ
· PSC RiskIQ
· Read Only (for Partners)
· PSC RiskIQ (Admin)
For customized roles for a customer, please log a ticket to have new roles and permissions added here.
User Setup & Configuration
RS User
RightShip users are maintained by Platform Support team. Ticket is to be logged here for new hires requiring access to the Platform.
Customer
Legend
1 |
Search bar - to search for users via name or email |
2 |
‘Add person’ button - Manually add a user to the customer |
3 |
‘Move users’ button - Bulk move users from one customer to another, applies for moving from BU to BU |
4 |
Ellipsis option - Additional option for a specific user |
5 |
‘Export excel’ button - Export list of users in the customer |
Add new user
Below are the steps to take to add new users.
1. Navigate to Customers page and select the customer. Click on ‘People’ tab.
2. Click ‘Add person’ button.
3. Choose the role intended. Multiple roles can be assigned to 1 user.
4. Select the Business Unit of the user. Selecting other business units they can view is optional
5. Add the user details. ‘First name’, ‘Last name’ and ‘Email address’ are mandatory fields.
6. Click Invite. User will then receive an email invitation to the Platform, which includes a temporary password to login. In the case where user did not receive an email invitation, click the ‘Resend invite’ via the ellipsis option.
Edit user
Below are the steps to take to edit a user.
1. Navigate to Customers page and select the customer. Click on ‘People’ tab.
2. Click on the ellipsis option and select ‘Edit’.
3. Update the role. Multiple roles can be assigned to 1 user.
4. Update the Business Unit of the user. Selecting other business units they can view is optional
5. Edit the user details.
6. Click Save to save editing.
Bulk move users
Below are the steps to take to bulk move users.
1. Select the users to bulk move. Click on ‘Move Users’ button.
2. Choose the new customer or business unit to move the users to.
Warning: Do not choose option ‘Move to RightShip branch’ for customers.
3. Click Save.
Things to note:
a. Ensure that the correct users are selected before bulk move users, either from one customer to another or from one business unit to another.
b. ‘Move users’ can be used to bulk update roles of users within a customer. Please note ONLY bulk update roles for users one business unit at a time.
Reset MFA enrollment
MFA enrollment is required for all fully subscribed users on the Platform. (refer to MFA guide here) Customer may request to reset their MFA enrollment because of change of device, issue logging into Platform via MFA etc. To reset MFA enrollment, click on ‘Reset MFA enrollment’ option in the ellipsis menu.