Settings Page Guide

The Settings page allows both individual users and company administrators to configure their accounts, organization details, and system-wide behaviors. It is divided into two main categories:

• User Settings – personal preferences that apply only to your account.

• Company Settings – administrative options that affect the entire organization.

User Settings

My Profile

• Update your name, phone number, and login details.

• Adjust personal display preferences.

Notifications

• Control which alerts you receive (e.g., voyage updates, weather events, tracker activity).

• Configure notification channels (in-app, email).

Advanced Settings

• User Impersonation: Allows administrators (with permissions) to temporarily access another user’s account for troubleshooting or training.

• If you don’t have impersonation privileges, this page will indicate so.

  

Company Settings

Info

• Maintain company details such as:

  • Website address, contact phone, contact email.

  • Company address.

• Declare operational scope:

  • Marine services (freight, towage).

  • Charter services.

  • Terminal operations.

  • Port operations.

• Set default measurement units:

  • Length (feet, meters).

  • Volume (gallons, barrels, cubic meters).

  • Area (square feet, square meters).

  • Weight (net tons, metric tons).

Services

• Define your company’s Regions of Service (e.g., Columbia River, Gulf, Southeast, Great Lakes).

• List Serviceable Cargo types.

• Add Ports of Service for operational coverage.

Administrator

Team Members

• View all active team members with their registered email addresses.

• Invite new members using the “Invite New Member” button.

• Remove existing members when access is no longer required.

• Manage pending invitations, including canceling invites.

Booking

• Customize the customer booking form to control which data fields are required.

• Configure allowed ports, shipment details, transit information, and additional required fields.

• Option to require payment confirmation for automated quotes.

Groups

• Organize users into groups for easier management.

• Groups can represent business units, customer teams, or cargo types.

• Features include:

  • Edit Users: add or remove members from a group.

  • Edit Permissions: assign group-level permissions.

  • View Group Hierarchy: visualize parent/child group relationships.

  • Add a Group: create new organizational groups.

Triggers / Pricing Models

• Configure automation rules (e.g., demurrage triggers, voyage milestones).

• Manage pricing models for different services, including unit conversions and surcharge logic.

Generic Templates

• Create reusable templates for voyages, communications, and reporting.

• Edit or delete templates to maintain consistency.

• Example templates:

  • Voyage order forms.

  • Barge event updates.

  • Customer Assignment formats.

Towing Tariffs

• Manage existing towing tariffs created from Voyage Planning or create new ones.

  • Define towing tariffs by customer, region, or contract type.

  • Configure tariff rates, rules, and applicability.