In order to help limit what organizations can be seen by certain users on Logixboard, Operator Users can be associated with a branch from CargoWise and inherit any organization(s) with that branch set to its controlling branch within CargoWise.
This enables the management of permissions in Cargowise while Logixboard will respect the changes that are made.
Using Branch Assignments in CargoWise
Follow these steps to add a controlling branch to an organization in CargoWise:
Log into CargoWise under the company and branch to be updated.
Navigate to Maintain from the top navigation
Select Master Data
Click on Organization
Find the organization to add a controlling branch to by using the filters and the search box
Double-click the organization you wish to modify
Click on the Details tab
Click on the Details sub-tab
Click the Controlling Branch field to select the controlling branch
Find the branch to be assigned to the organization
Click the SAVE & CLOSE button
Connecting a User in Logixboard?
Creating a New User
Create a new CargoWise Operator within the Logixboard by going to:
Settings
User Admin
Select Invite New User
Select Operator, then Next
Enter the User’s Email Address
Under the Limit Organizational Access By section, select CargoWise Branch
Search for the branch to associate with the user by entering the 3-digit CargoWise branch code or the branch name in the box that opens.
Click Send invitation email or Copy invitation link to complete.
Migrating an Existing User
Have you already created an Operator User 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.