NEW!! Branch Based Access
💡 What Is This Feature?
We've listened to your feedback on wanting to make organizational access for your operators more flexible.
You will now be able to set operator access to organizations you work with based on your operating branches.
Now, when inviting a new operator, you will have more flexibility on defining the organizations they can access by being able to:
Give no organizational access limits
Limit organizational access based on CargoWise Staff Assignments
Limit organizational access based on Branch Access (NEW FUNCTIONALITY)
Disclaimer:
Branch Based Access is an opt-in feature. To enable it, please contact your Customer Success Manager
🤩 How Will This Feature Help You?
Protect sensitive data by letting you give your operators access to only those orgs related to their branch(es).
Reduce noise for your operators by providing them with an experience focused only on the organizations they work with.
Easily maintain organization to operator relationships.
Have more flexibility when limiting organizational access.
👀 How It Works
When inviting a new operator, you now have more flexibility by being able to:
Give no organizational access limits
Limit organizational access based on CargoWise Staff Assignments
Limit organizational access based on Branch Access (NEW FUNCTIONALITY)
Select CargoWise Branch, type and select 1+ branches to the user.
We will then look at all of the organizations in your system and find every organization that has a matching "controlling branch" (Field within CargoWise).
Finally, click "Send Invitation" and we will give the "New" user access to all of the orgs that have a matching controlling branch.
❓FAQs
Q: Can your Operators be associated with multiple branches across different companies?
A: Yes, we are giving you the flexibility to associate Operators to multiple branches, regardless of what company they fall under. For example, an Operator could be associated with a branch from Company A and a branch from Company B.
Q: Can an organization have more than 1 controlling branch?
A: Yes, organizations can have more than 1 controlling branch per company. If an organization has different controlling branches under different companies then users with access to any matching branch will have access to all data for that organization.
Q: Will user admins be able to associate Operators to inactive branches?
A: No, only active branches will show in the New User and Edit User modals.
Q: What happens if a branch is switched to inactive in CargoWise?
A: If a branch is switched to inactive in CargoWise we will stop showing any associated Operators data that belongs to any organizations within the now inactive branch unless one of the other branches the Operator is related to is a controlling branch for that org.
Q: If a branch is added, or removed, from an organization will those updates happen automatically in Logixboard?
A: Yes, we regularly check for updates to the organization. If the controlling branch for an organization has changed we will update all Operators with access to the organization.
Q: If a tenant admin associates an Operator to a branch, will they be able to edit the organizations within that branch for the Operator in Logixboard?
A: No, they will not be able to update a branch's organizations within Logixboard. Any changes will need to be made on the organization within CargoWise.
Q: Do all organizations have a controlling branch?
A: No, organizations are not required to have a controlling branch. If an organization does not have controlling branch we will not show users data from that organization. If you would like to make a change, this will need to be made on the organization within CargoWise.
Q: Can you use both CargoWise Staff Assignments and branch-based access for the same user?
A: No. You will have to select whether you want to limit org access based on a branch relationship or CargoWise One Staff Permissions.