Members
The Members section assigns or removes users responsible for a shipment so ownership is explicit across teams. You add colleagues from your organisation via search or groups, and each member’s access follows their role permissions. Use it to keep coordination and accountability clear on active shipments. Reflect logistics coordinators, warehouse leads, and named freight forwarder contacts so alerts and approvals reach the people managing the consignment in transit.
Managing Members
| Action | Description |
|---|---|
| Add Member | Click the plus icon to open the member menu. Use the search bar to locate a user and immediately add them as a member. |
| Remove Member | Click the trash icon next to a member’s name. A confirmation prompt will appear before removal. |
Example
-
Search and Add Members: Use the search tool or browse through predefined groups to find relevant team members.
-
Remove a Member: Remove access if a team member is no longer required for the shipment.
Helpful Tips
- Assign members early to ensure visibility and responsibility throughout the shipping process.
- Regularly review the member list to keep access up to date.
- Only users with appropriate roles will appear in the search menu.