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- Port & Terminal Management
- Who it's for
- Multi-organization logistics
Multi-organization logistics
Teams operating across several organizations need each load and container move to carry the right operating identity. An organization record has a code, active state, time zone and currency. Team members and transport partners are also related to organizations, so the owner and counterparty on a load can be checked in context. The Operations Overview presents authorized activity by lifecycle, organization and owner.
How Port & Terminal Management is set up for you
Operating identity
Load and move records point to the organization responsible for them.
Staff connection
A team member links a named person to a user account and organization.
Partner context
Transport partners have codes, contacts, eligibility notes and organization references.
Scoped review
Dispatcher, supervisor and auditor access can be rehearsed against their respective operating scope.
Teams operating across several organizations need each load and container move to carry the right operating identity. An organization record has a code, active state, time zone and currency. Team members and transport partners are also related to organizations, so the owner and counterparty on a load can be checked in context. The Operations Overview presents authorized activity by lifecycle, organization and owner.
Configure two organizations with distinct codes and time zones. Add the staff members who own and review their work, linking each to the correct user identity. Enter an active partner in each organization and prepare a sample load with its owner and counterparty. A container move should point to the same intended operating organization as its parent load.
Have a Dispatcher open authorized work by owner and verify the correct load and terminal move. Ask a Transport Supervisor to inspect the submitted revision and record a decision. Then use an Auditor account to follow the evidence without changing it. This rehearsal makes the access boundary concrete before more organizations are imported.
Agree how the team handles freight amounts stored on loads in USD alongside organization currency settings. Keep external currency conversion and settlement procedures explicit. A user account role by itself should not be treated as proof of independent approval authority; the decision belongs to the configured supervisor review procedure.
Features to start with
Roles on the team
- Dispatcher
- Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; accepted and posted evidence stays read-only.
- App Administrator
- Maintain organization configuration and membership. Administrative membership does not confer approval or execution authority.
Set up Port & Terminal Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.