Getting started
How the system is put together, how to move around it, and what to set up before you begin
7 articles
Cargoflow at a glance
What Cargoflow is, which modules it has, how information flows from one to another, and why two people can see different menus.
Finding your way around
The top bar, each section’s side menu, the warehouse selector, help, the bell and your account menu: where everything is, and why your home screen may differ from someone else’s.
Setup guide: what to configure and in what order
The recommended order to get a new warehouse ready: warehouse and modules, numbering, customers, catalogs, docks and yard, users, rates, documents and notifications, with who can do each step.
A tour of Configuration
What each of the fifteen tiles on the Configuration screen sets up, which permission and module show it, and what is saved per warehouse.
User roles: who can do what
The system’s six roles —super admin, admin, supervisor, worker, accounting and client portal—, what each can do by default and which screen each lands on.
Change language and warehouse
How to switch the system between Spanish and English, how to move from one warehouse to another, what changes when you do, and which screens do not yet follow your language.
Your profile and account security
Change your name, email, language and password, turn on two-factor authentication, log out your other sessions, and why you should not use the delete account option.