Cargobase

Click Settings on the Sidebar.

1. Click Settings on the Sidebar. 
2. Go to Platform Settings.

If you click on Restart Tour, you'll be able to see the guided Cargobase tour on the Dashboard.

If you click on Help Center, you will be redirected to our Help Center site. You can open check on the available Shipper articles that may help you.

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If you need help in certain topics, you can look for it by typing in the search bar. For example, you can type the word 'Quote' and all the related articles will be displayed. 

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Our Product team releases improvements on the platform every quarter; if you click on Release Notes, you'll see these notes with the improvements and fixes made.

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You can go to Platform Status to check the actual status of several of the components that make up the Cargobase platform.

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You can also view and visit this status directly at <a href="https://status.cargobase.com" rel="nofollow noopener noreferrer" target="_blank">https://status.cargoabase.com</a>

Click on Training Videos and watch our support-recorded videos for more detailed information and navigation around the platform.

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The platform settings section contains helpful links to get started, see the current status or to find training videos.

Platform Settings and Status

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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