Account & settings
Users, roles, permissions, document numbering and system-wide settings
8 articles
Manage users
Add a team member, give them a role, warehouses and extra permissions, change their password, deactivate or delete them, and the messages you may meet along the way.
Users per warehouse
How to give someone access to several warehouses, deactivate them in just one, give them a different part in each, and the difference between deactivating, removing and deleting.
Roles and permissions
How the role permission matrix works, each default permission and who has it, how to create a custom role, and when to give one person extra permissions.
Document numbering
Format, variables, reset, starting number and counter for invoices, receipts, ASNs, shipments and other documents, per warehouse with per-customer exceptions, plus the details worth knowing today.
Configure docks and yard
Add docks and waiting areas, what each field means, what happens when you deactivate or remove one, and how a yard is created before you draw its spots.
SMS and WhatsApp settings
Which messages the system sends by SMS or WhatsApp and exactly when, how the channel is chosen by country, the limits, tests, the log and why a message does not go out.
Warehouses and modules
Create and edit warehouses, what each field means (time zone, daily report hour, notification language), the Cargoflow panel with the contracted plan, and how to turn a module on or off in each warehouse.
Appearance: the colour theme
The six colour themes, the three levels where they are chosen (your user, the warehouse and the whole system), which one wins and who can change each.