As the Administrator A CargoSmart User (CargoSmart User Account) with Administrator A CargoSmart User (CargoSmart User Account) with Administrator only permissions. This user manages the relationship between the company and the CargoSmart system by managing the company's general user accounts and the company's subscriptions to various CargoSmart products and services. only permissions. This user manages the relationship between the company and the CargoSmart system by managing the company's general user A CargoSmart User (CargoSmart User Account) with no administrative permissions. accounts and the company's subscriptions to various CargoSmart products and services., you are entitled to add To open Normally this term is used as a button or command. Meaning to launch an application, service, or dialog window. a window or launch a command that allows new information to be included or appended. and remove users in your company account. You may also modify the profiles you have created for each user at any time.
You may add a new user to your company account
at any time. You have the option to grant To give permission or access.
additional privileges to various CargoSmart functions and features, such
as online shipment One or more packages being transported in one or more containers.
viewing, shipment e-mail Electronic mail.
notifications, and booking Arrangements with a carrier Any individual, company, or corporation engaged in transporting goods., often a steamship or airline, for the acceptance
and carriage of passengers or freight (a) The price paid to the carrier for the transportation of goods or merchandise by sea from one place to another. (b) Freight is also used to denote goods which are in the process of being transported from one place to another..
rights. In addition, you can limit the scope of shipments for online viewing
access and e-mail notifications, by assigning a user shipment coverage
based upon specific criteria defined by you. Please refer to User Shipment
Coverage for more information.
From My CargoSmart Center:
Select Manage My Users
Select Create User Profile
Select Go Normally this term is used as button or command. It means to launch and action, submit a request, or post form data. Normally this term is used as button or command. It means to launch and action, submit To post or upload form data. a request, or post form A formatted document containing blank fields that users can fill in with data. The form appears on the user's display screen and the user fills it in by selecting options with a pointing device or typing in text from the computer keyboard. The data is then sent directly to a forms processing application, which enters the information into a database. data. to open the Add Create User Profile window Step1
Edit each section under general information (required Indicates that the field A space allocated for a particular item of information. A tax form, for example, contains a number of fields: one for your name, one for your Social Security number, one for your income, and so on. In database systems, fields are the smallest units of information you can access. In spreadsheets, fields are called cells. must contain the requested data to validate input and avoid error. information includes: user name/ID, contact e-mail, phone number, department, title, and preferred time zone and e-mail format)
Select the functions the new user may access
Select Next to specify the new user's access rights Step 2
Select Settings to specify the detailed features of each function the user may access
Tips Links to additional help documentation that relates to the context of the current dialog or form. Links to additional help documentation that relates to the context of
the current dialog or form.: By selecting View
Shipment Details Additional information related to or conceptually associated to the
selected item.
under Online Information Sharing, you will grant the user the ability
to access company shipment information online.
By selecting View Shipment Details under Online Information Sharing, you
will grant the user the ability to access company shipment information
online.
Under Shipment Exception Alert Sharing, you can activate exception alert
e-mails by selecting from the choice of alerts under the booking change
and arrival date change menus. Exception alert e-mails are only generated
when certain preset shipment criteria values have changed (e.g., vessel
ETA date change, booking status change).
Under Milestone A marked event in a shipping cycle.
Notification Sharing, you may select milestone notification e-mails from
a variety of menus under booking, container An ISO standard reusable metal unit in which merchandise is packed and
shipped by vessel, truck, or rail. See: Container type Container classifications that adhere to ISO standards. For example, Flat-rack, General Purpose, and Reefer are container types., for further information.,
and documentation/payment status The status of a payment instruction. menus. Milestone notification e-mails
are automatically generated during the course of a normal shipment cycle
when certain milestones have been reached (e.g., arrival at first port (a) Harbor with piers or docks; (b) Left side of a ship when facing
the bow; (c) Opening in a ship's side for handling freight.
of load, empty container returned to carrier ).
You may also assign a user shipment coverage to restrict the scope of shipments
for online viewing and e-mail notifications. Refer to User Shipment Coverage for more information.
In Create Booking Request settings, you can activate automatic e-mail booking
receipts, grant viewing of carrier rate The fee that the carrier charges for a particular service.
reference information, and set the preferred units of measurement for
the user.
After you select the user access settings:
Select Previous to go back and change information
Select Save User Profile to complete the changes and close the window
From My CargoSmart Center:
Select Manage My Users
Choose a user profile
Select Open User Profile
Update any sections of the profile
Tip: You may not change the user ID or password.
From My CargoSmart Center:
Select Manage My Users
Choose a user profile
Select Delete To remove To open a window or launch a command that allows information to be deleted. or erase. For example, deleting a character means removing it from a file or erasing it from the display screen. Deleting a file means erasing it from a disk. Note that, unlike cutting, deleting does not necessarily place the removed object in a buffer from where it can be recovered. User Profile
As the Administrator, you may view a complete list of active users in your company. You will see the following information for each user: name, user ID, phone, e-mail, user access, and user shipment coverage.
From My CargoSmart Center:
Select Manage My Users
Select Close to close the window
From My CargoSmart Center:
Select Change Administrator
Choose a new administrator from your company user list
Select Change to compete the change and close the window
As the Administrator, you may modify a user's
access to create shipping instructions at any time.
From My CargoSmart Center:
Select Manage My Users
Choose a user profile to modify
Select Open User Profile to open the User & Company Profiles window
Select the User Subscriptions tab A UI control that allows you to navigate to different documents or forms or parts of long forms. Primarily used for importing data into a form that is too long or complex to fit clearly a single page or dialog. to specify the user's access rights
Select Create Shipping Instructions to grant the user access to create shipping instructions
Select Save User Profile to update the user's profile
Select Cancel Normally this term is used as a button or command. It means to stop or halt the current action, sequence of actions, current processing, or transfer of data without saving any changes that may have been made. It may or may not close To dismiss or dispose of the selected window. the current window. to close the window without saving
As the Administrator, you may modify a user's
access to bills of lading at any time. You may grant or restrict access
to Draft B/L, Original B/L, Sea Waybills and Copy B/L.
From My CargoSmart Center:
Select Manage My Users
Choose a user profile to modify
Select Open User Profile to open the User & Company Profiles window
Select the privilege for the user to view the Bill of Lading History Log, under the User Access tab
Select the User Subscriptions tab to specify the privileges
Scroll down to Bill of Lading Document Manager to grant the user access to bill of lading documents
Select the type of bill of lading documents the user may access
Select the User Subscription tab
Select the upload emails that you would like to subscribe your user to receive document upload notifications
Select Receive Draft Bill of Lading A working copy of the bill of lading provided by the carrier to the customers for content review prior to carrier issuing the Original bill of lading. notification with PDF attachment to allow users to receive the PDF format of the Draft Bill of Lading an attachment with the Draft Bill of Lading upload notification
Select Save User Profile to update the user's profile
Select Cancel to close the window without saving
Tips:
When granting bill of lading access
to users, you can also control their scope of access.
If the shipment of an uploaded B/L document falls out of the assigned User
Shipment Coverage the system will limit the user's access to that Bill
of Lading document.
Else, If the shipment of an uploaded B/L document falls into the User Shipment
Coverage, the user will have access to the uploaded Bill of Lading document.
As the Administrator, you may modify a user's
access to receive Arrival Notice / Advice Note (A/N) at any time.
From My CargoSmart Center:
Select Manage My Users
Choose a user profile to modify
Select Open User Profile to open the User & Company Profiles window
Select the User Subscription tab
Select Receive Arrival Notice / Advice Note to grant the user access to receive A/N
Select the format to receive A/N in Batch Mailing or Single Mailing
Select Save User Profile to update the user's profile
Select Cancel to close the window without saving
Tips:
If selecting the Batch
Mailing format, the A/N(s) will be
grouped in a batch and sent to user according to the schedule
If selecting the Single Mailing
format, the A/N is delivered to user once it is received by CargoSmart.
As the Administrator, you may modify a user's
access to invoice details and payment information at any time. You may
grant or restrict access to invoice details, and the ability to create
payment instructions A collection of invoices that have been grouped together for the purpose
of creating a single payment reference.
and execute on line payments.
From My CargoSmart Center:
Select Manage My Users
Choose a user profile to modify
Select Open User Profile to open the User & Company Profiles window
Select privileges for the user's Invoice and Payment access rights
Select the User Subscription tab
Select privileges for the user's Invoice and Payment e-mail notifications
Select Save User Profile to update the user's profile
Select Cancel to close the window without saving
Tips:
When granting invoice query
and payment information access to users, you can also control the their
scope of access.
If User Shipment Coverage is assigned, assigning a Carrier Office Region
will provide additional filtering for access to the invoice/payment details.
If no User Shipment Coverage is assigned, selecting the Carrier Office
Region will limit the user's access to invoice/payment information in
those specified regions.
If neither User Shipment Coverage nor the Carrier Office Region are employed,
the user will have access to all of the company's invoice and payment
information.
As the Administrator, you may grant a user
access to the Rate Explorer at any time. This enables the user to log
into Rate Explorer seamlessly from CargoSmart. The user will be able to
perform normal Rate Explorer tasks without having to open a separate application.
From My CargoSmart Center:
Select Manage My Profile to open your user profile
Choose a user profile to modify
Select Open User Profile to open the User & Company Profiles window
Enter your Rate Explorer username and password into the Rate Audit and Inquiry section
Select Save User Profile to update the user's profile
Select Cancel to close the window without saving