Set up operating scope

Step by step

1. Identify the organization App Administrator

   The App Administrator creates the operating organization with its code, time zone and currency. This record is the scope used by loads, partners and container moves.

   • Establishes operating identity and time zone
   • Updates Organizations

2. Connect staff App Administrator

   The App Administrator relates each team members record to a Users account and an organization. The member's active state and role name should match the access the person will use.

   • Links staff identity to organization and role
   • Updates Team members, Users

3. Record partners App Administrator

   The App Administrator maintains the transport partner's code, contact, address and eligibility note within the correct organization.

   • Establishes an eligible counterparty record
   • Updates Transport partners, Organizations

4. Check working scope Dispatcher

   A Dispatcher uses a representative load to confirm that owner, organization and counterparty references point to the intended records. The Transport Supervisor and Auditor inspect only their authorized scope.

   • Confirms load ownership and partner selection
   • Updates Loads, Team members, Transport partners

App Administrator

Maintains the master records; Dispatcher tests the operational references; Transport Supervisor and Auditor inspect their permitted records.