Video Tutorial

Users can be partitioned into Groups using the User/Groups tile in the Studio Menu. 

These groups will be used to give specific access (such as Create, Read, Update, Search and Delete) to Bids, Accounts, Carriers, etc.  These groups will also be used to designate access to Insights.

User Groups

Users can be grouped for:

• @mentioning all members of the group at once in a Conversation
• Setting security access for records and workflows within a group

Everyone Group

This group contains all active users in your organization and is not editable.

Additional Groups

You can also create separate groups for different groups in your company as needed.

To add a Group, click the plus sign next to the Groups menu.  In the slide out box, input the Group’s name and description and click Create.

In this example, we’ve created a special group for Sales, and added three members to this group. Based on the current set up, they have Read and Create Access. They can be given further access to Update, Delete, Search and Admin rights. 

Access to all Record Templates can be added or removed using the "Add or Remove Record Templates" link at the top of the table.  Workflow access can also be added and removed in a similar fashion if you click the "Workflows" tab at the top of the middle panel.

Groups within Groups

It’s possible to add existing groups to a new group. All members of the included groups will be “inherited” so the top-level group will contain all members of the included groups.

In this example we include NORAM sales and EMEA sales, which have separate regional users, to the All Sales group. This allows us to set permissions and @mention these groups either independently or as one.

New “User Teams” Structure

We are introducing a new User Teams capability that allows Admins to create and manage groups of users within the system. Unlike traditional User Groups (which are tied to template-level permissions and other configurations), User Teams are lightweight collections of users intended for collaboration and easier management.

1. Once the related feature flag is enabled, Admin users will see a new Teams option under Studio > Users and Groups.

A. Accessing User Teams

i. Once the related feature flag is enabled, Admin users will see a new Teams option under Studio > Users and Groups. 

ii. This sits alongside existing Groups, but with simplified functionality.
These new teams are group users - can be grouped region-wise, country-wise or basically the way the admin wants to define them. There will be a new set of fields offered by the system, which will point towards these groups. So that the user can add them to the price inspectors layout and make a team (group of users) responsible for pricing any segment of the lane. The system will send a notification to the team email regarding the assignment.

B. Team Creation

i. Click the “+” icon in Teams to create a new team.

ii. A slide-out panel will open where the user can enter:

      a. Team Name

      b. Team Description

      c. Team Email

C. Managing Users in a Team:

i. Admins can add or remove users from a team at any time.

ii. When selecting Add User, a slide-out displays all users in the organisation.

iii. Admins can choose one or multiple users and save to update the team.

iv. The same user can be part of various teams.

2. On feature enablement, there will be three new picker fields (Each of these picker fields will point towards the teams that are defined under Users and Groups > Teams) inserted by the system, and the user can configure them in the price inspector table.

NOTE: When any of the team members has been assigned as responsible for any of the segment pricing, if that team has the group email ID configured, the system will trigger an email, saying there is an assignment along with Tender, Lane and Segment level details.

With the introduction of the User Teams concept to manage lane–segment level assignments, we are extending the functionality by adding a Team Assignment Table. This table provides a consolidated summary of assignments at the team level, similar to how the existing User Assignment Table works at the individual level.

1. The Team Assignment Table mirrors the behaviour of the current User Assignment Table but aggregates assignments at the team level.

2. Rows are grouped by the new team-level system fields: Origin Team, Freight Team and Destination Team.

3. The table will continue to reference the existing segment-level pricing status fields - Origin Responsibility Status, Freight Responsibility Status and Destination Responsibility Status to display the count of each segment-level responsibility status for every team.

4. The system displays counts as hyperlinks. Clicking a count opens the Price Inspector in an expanded view with pre-applied filters for the selected assignment group.

5. Sample snippet of team assignment table on the Tender/Bid:

   

NOTE: The following capabilities are not included in this release due to technical constraints. These will be addressed in upcoming releases:

1. The expanded view of the team's assignment table will not have the filter option.

2. The Export option is not yet available in the team assignment table.

3. No sorting option on the teams assignment table.

The user must click on the table widget to access the new options for team assignment tables.

1. For the Team Assignment Table, the user needs to configure the required active status columns. The Team Name and Total Count columns will appear by default.