Update your settings menu to tailor your customer experience platform.
The Settings module enables Admin users to customize their Logixboard account to better fit the needs of their team and customers.
Access the Settings page by clicking on the capsule button in the page header, opening the drop-down, and clicking Settings.
Different Levels of User Access
Different users have different settings options, with Admin users having the most flexibility.
Admin Settings
User admins can edit the following fields:
Admins and Operators User Settings
Available for Admins, Operators and Customers
1. Profile
The Profile tab allows users to:
Update Personal information
Change Password
Set Default Reference ID
Set Default Currency
Configure MFA
💡 To change the email (username), a User Admin must delete and re-add the account.
Default Reference ID
These are user-specific settings located under the Profile section and can be configured by each users individually.
The default reference ID will be used for shipment tables and notification emails. This reference ID cannot be removed from shipment tables and will always be shown as the first column in each shipment table.
To make changes, navigate to Settings > Profile > Default Reference ID
Choose an ID to identify shipments in the platform:
Shipment ID
House Bill
Order ID
Master Bill
Container Number
Default Currency
Financial records and charts will use the currency selected in the dropdown below. The currency exchange rates are based on the closing rate on the relevant invoice date or chart range. Currency conversions are for informational purposes only and are not intended for accounting.
To make changes, navigate to Settings > Profile > Default Currency
Click the dropdown and select one of the available currencies.
MFA
Multi-factor authentication (MFA) is an added layer of security for logging into the platform. If configured, you will be asked to verify your identity using a security code each time you log in.
When you set up MFA, you download an authenticator app on your device (like Google Authenticator, Microsoft Authenticator, Duo Mobile, or Authy), scan the QR code provided in the platform, and then enter the code generated by the authenticator app.
Recommended Apps include:
Microsoft Authenticator
Google Authenticator
Duo Mobile
Authy
You can return to Settings to modify or remove MFA at any time.
💡 User Admin can choose to mandate MFA for all users. Then, users will be prompted to configure MFA as part of the login process, and it can't be removed in Settings. For more information, click here.
Available to: User Admin, Operator, Customer
2. View As
View As enables User Admins and Operators to experience the platform from a different perspective by viewing the system as another user role.
As a User Admin, choose from two options:
Operator: View all organizations
Customer: Specify and view assigned organizations
Operators can choose to view the platform as a customer.
While in View As mode, Logixboard will update to reflect the selected view, and an eye icon will be visible on the Settings capsule.
Reset the view by opening the drop-down and clicking Restore To Default.
Available to: User Admin, Operator
3. Organization
The Organization tab contains the following organization details:
Name
Contact Email
Contact Phone
Address
City
State
ZIP Code
Country
To change or update any details, navigate to the Technical Support form and submit a request.
This information is visible to users at the bottom of each notifications emails sent out via the platform.
Available to: User Admin
4. Announcements
Admins can now publish a custom alert banner to the dashboard to communicate critical information to all users. This branded banner includes a custom header, custom body, and the option to allow users to dismiss the banner once it’s been seen.
To create and manage announcement banners:
Navigate to Settings > Announcements > Create Announcement
For more information and user guide, please click here.
5. Customization
Site Customization
This section enables customized styling and visuals to match your company branding.
Click the Edit Customization button to change a variety of components, including:
Primary Brand Color
Enter the HEX Code for the color you want to add; if you don't have the HEX code from the customer, you can use tools like Eye Dropper to find the color.
Company Logo
Recommended size: 350px x 100px.
Favicon
Must be 36px square.
File format: .ico.
Login Image
Recommended size: 1725 x 1500.
Search Image
Recommended size: 1800 x 600.
Organization Display can’t be edited through this module. To make changes, submit a ticket through the Technical Support form.
Once configuration changes are made, click the Save button.
Places where the site customizations apply within the customer portal.
6. Document Types
The Document Types tab allows Admins to specify which document types a user can select when uploading a document.
Changing the settings will update the available document types for upload, but won’t affect previously uploaded files in the system.
💡 To offer a small number of document types to customers, start by removing all types and adding the few they will need to use.
Available to: User Admin
7. Notifications
Email notifications allow users to stay up-to-date on their shipments. The only notification enabled by default is New Shipment Messages. Each user is responsible for enabling their own notifications.
Org-Specific Notifications
Admins and Operators will have the flexibility to receive notifications for all organizations or to filter notifications to focus on specific organizations, reducing noise while increasing internal efficiency and flexibility
Add Notifications
Note that that list of notifications is dependent on the enabled features.
8. User Admin
The User Admin tab allows Admins to manage all users in the platform, as well as their roles and permissions.
Operators can have the option to invite and manage customer access. Admins must enable this option when creating operators.
In the Manage Account Invitations card, Admins and Operators can send, view, and manage user invites.
The User Management card allows Admins and Operators to view, edit, and delete users.
Available to: User Admin and Operators when enabled
9. Configurations
Configurations allow you to customize the fields that are visible in the platform, creating a user experience that is tailored to your customers.
Shipment Details
Use this section to configure the visibility of certain shipments and fields.
By default, shipments missing a Shipment ETA, Origin Port, or Destination Port are not displayed in the Shipment Explorer or Analytics. To display shipments missing these pieces of information, you can select them under Table Columns.
By default, Variance fields are displayed in the platform. Deselecting a Variance field will hide it everywhere it is currently being displayed. (If your organization uses placeholder dates in the early stages of a shipment, you may want to hide to Variance fields to prevent customer confusion.)
Trucking Details
By default, Carrier information is displayed within Trucking Visibility. Deselecting this will hide Carrier information everywhere it is currently being displayed in the platform. (This can be useful in preventing customers from contracting directly with the carrier.)
Available to: User Admin