How to Manage Companies and Users

How to Manage Companies and Users


This guide explains how to set up and manage the customers, vendors, and individual users within your Moddule environment.


In this article:


What is a company or vendor company?

In Moddule, a company is a profile created to represent the external organizations you do business with. Creating a company allows you to group specific settings and users under one entity.

There are two roles a company can have:

  • Customer: Represents a client, such as a beneficial cargo owner (BCO), whose shipments and orders you manage.
  • Vendor: Represents an external partner or supplier, primarily used for purchase order (PO) management.


What is a user?

A user is an individual account holder who has been granted access to the Moddule platform. Every user must be associated with a specific company (either a customer or a vendor).

The specific actions a user can perform are determined by their assigned user role (e.g., Organization Admin, Standard User). Learn more about User Roles in this article.


What account types can add companies and users in Moddule?

Manager and Super Manager accounts have access to Enterprise settings where they may add and define settings for companies and users. Organization Admins can add users only for their own company.



How to create a new company


  1. Navigate to the Companies section under the Enterprise settings in the lefthand menu.

  1. Click the + Create company button.



  1. Fill out the company details, including: name, address, city, postal code, state/province, and country.
  2. Add in a primary contact. Enter the name, phone number, and email address for the main contact person from the company.
  3. Under Roles, select whether this company is a Vendor or Customer.
  4. Set the Status:
  • Select Active to make the customer/vendor live immediately.
  • Select Disabled if you are setting them up but they are not yet ready to be active.
  1. Click + Create company to save.




Access user management for a company


  1. To view or edit users associated with a specific company, go to Enterprise > Companies.


  1. Find the specific company by typing in the search bar or scrolling through the list.
  2. Select the company and click the arrow icon (>) in the column view to open the menu.
  3. Click User management from the menu that appears.
  4. You can now search for specific users or scroll through the list to view existing accounts.


  1. Select the user and click the arrow icon (>) in the column view to open the user details.
  2. Here you can make changes to the user permissions. Select Save changes.



Add a new user


  1. Super manager and manager accounts have the ability to add a new user to a company. Organization Admins can also add users , but only for their own company. First, navigate to the User management section for the specific company (see steps above).
  2. Click the + Create User button.


  1. Populate the user’s personal information with the user's full name and email address.
  2. Set up the security by creating a strong password. You can use a password generator (e.g., Dashlane) to create a secure one, then paste it into both the Password and Confirm password fields. You can also optionally set up Two Factor Authentication by toggling this button on (the default is disabled).


  1. Choose the appropriate level of access (e.g., Organization Admin, Standard User) by selecting the user role.
Tip: See the help article on user roles for definitions of each role type.


  1. Click + Create user to finish.


  • [Understanding User Roles and Account Types](## Related articles - Understanding User Roles and Account Types)


Updated on: 17/12/2025

Was this article helpful?

Share your feedback

Cancel

Thank you!