Cargobase

Adding logistics providers to your account

How to submit new or updated negotiated rates?

Submit Rate Cards for Automated Quoting

Adding team members, changing approval levels and other company configuration can be found in the 'Admin Settings'.

Admin and Company Settings for Shippers

Data, like users, addresses or contacts can be bulk updated by using the File Import Tool.

Bulk Updating Data - the File Import Tool

This step-by-step guide will walk you through the process of adding a new address to your Address Book, as well as how to utilize these saved addresses when creating Quote…

Managing addresses and the address book

Every approver can identify a delegate approver, for when they will be out of office, or simply for a assistance

Approval delegation when out of office

Cargobase now enables pickup and delivery contact users to receive notifications prior to pickup and delivery events, ensuring they are informed and can prepare effectively.

Pre-Pickup and Delivery Notifications for Shippers

In Cargobase, each shipper user is assigned a role that defines their access and permissions. Roles reflect the user’s business function and can be fully customized to align with your…

User Roles & Permissions

A set of articles related to configuration your Cargobase company account.

Administration and Settings

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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.

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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.

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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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