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Assigning a Team

When a Provider user has access to multiple teams on Cargobase, the user will need to assign the correct team to quote for the request.

When a Shipper creates a Quote Request, the platform reviews certain details of that request to identify which LSPs to invite. These details are configured per LSP in a team. Each team has certain capabilities and has one or multiple people. In some cases, the capabilities of a team overlap. This means, that a member of a team, first needs to claim that Quote Requests for themselves.

Follow these steps to assign a team to quote for the Quote Request:

  1. Open the new Quote Request, click Assign to a Team.

2. Select the correct team that should submit a quotation.

Screenshot 2025-03-26 at 11.18.46 PM

3. Once the team is assigned, the Submit button will become available and the users in the team assigned can start to quote.

Screenshot 2025-03-26 at 11.19.42 PM

After a team is assigned, it can be unassigned and a different team can be selected. This is only possible if no quotes have been submitted.

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