Working with Groups

Creating and Managing Groups

You can assign shipments to a Group. A group can be comprised of users or be empty.

If you assign shipments to a Group of specific users, each user will be able to access this list of shipments in a "read-only" capacity.

If you assign shipments to a Group that is empty, all workspace users will be able to view, edit and delete these shipments.

🔧 How to Create a Group

• Open Settings.
• Go to the Groups section.
• Follow the prompts to create and manage your shipment groups.

Users must be created with the "restricted viewer" role before being added to a group.

Once the Group is created, you can use it as a filter for your Shipments view.

📦 Example Use Cases

You can group shipments by:

• Customer
• Business Unit
• Product Type
• Freight Forwarder

A single shipment can belong to several groups, so you can effectively use groups as labels to tag and categorize shipments flexibly.

🚀 Benefits

• Enhanced Monitoring: Easily filter your shipment list by group to gain insights at a glance.
• Better Organization: Keep related shipments together for quick access.
• Custom Views: Tailor your monitoring experience to fit your operational needs.

By using shipment groups, you make shipment tracking smarter and more adaptable to your workflow.