In order to help limit what organizations can be seen by certain users on Logixboard, Operator Users can be associated with a profile within CargoWise and inherit the organization permissions from CargoWise.
This enables the management of permissions in Cargowise while Logixboard will respect the changes that are made.
Using Staff Assignments in CargoWise
The following WiseTech help document steps through how to set up the registry and an organization with Staff Assignments: https://myaccount-portal.cargowise.com/my-account/Documents/UserGuides/Workbooks/1COR052.pdf
Alternatively, follow these steps to add a user to an organization in CargoWise:
Navigate to Maintain from the top navigation
Select Master Data
Click on Organization
Find the organization to add Staff Assignments to by using the filters and the search box
Double-click the Organization to be modified
Click on the Staff Assignments tab
Select the role of the person to be assigned to the Organization
Find the user to be assigned by using the filters and the search box
Click the Save & Close button
Connecting a User in Logixboard
Creating a New User
Admin users can create a new CargoWise Operator within Logixboard by going to:
Settings → User Admin → Invite New User →
Select Operator, then Next →
Enter the User’s Email Address
Check:
1. All Organizations to grant access to all organizations
2. Select Organization to manually select organizations to assign to this user
3. CargoWise Staff Permissions to grant limited organizational access based on the setup in CW1. Search for the user by entering their 3-digit CargoWise Staff code in the search box.
OR
4. CargoWise Branch to limit organizational access based on CW1 Branch. Search for the branch by entering their 3-digit branch code in the search box.
Click Send invitation email or Copy invitation link to complete.
Providing access to additional Organizations in Logixboard
New Operator
Admins can grant access to additional organizations to a new Operator - CargoWise Staff user by following the steps below.
Enter the User email and select the appropriate configuration.
Select CargoWise Staff Permissions and enter the Staff Code.
Click on Include Additional Organizations.
Enter and select the appropriate Organization or Organization Code.
Click on Copy invitation link to copy or hit Send invitation email.
Existing Operator
If a user has been create as an Operator with 'All Organizations' or 'Selected Organizations' access, Admins can swap or update access to either.
However, you cannot update Operator to CargoWise Staff Permission or CargoWise Branch permission. In case of need, we suggest you to delete the user and re-invite them with the desired Organizational Access (CargoWise Staff Permissions or CargoWise Branch).
Additionally, Admins can grant access to additional organizations to an existing Operator - CargoWise Staff user by following the steps below.
Search for the user under Settings → User Admin → User Management.
Click on the Pencil icon on the left.
Go to Additional Organizations.
Enter and select the appropriate Organization or Organization Code.
Hit Save.
Migrating an Existing User
Have you already created an Operator User with 'All Organizations' access and want to migrate them to this user type? No problem. Just email the Logixboard Support team at [email protected] and provide the email addresses for the existing users as well as the CW1 code for each user and we can handle the migration for you.
🛠️ Once the user is migrated, there is no way to revert them back to their previous state. All their application settings will carry over to the new user type.