Copyright Information
Copyright © 2020 by Cargoes by DP World India PCS LLP. All rights reserved. This document and all associated attachments mentioned therein are the intellectual property of Cargoes by DP World India PCS LLP. This document shall be used only by persons authorized by Cargoes by DP World India PCS LLP, for the purpose of carrying out their obligations under a specific contract with Cargoes by DP World India PCS LLP. Unauthorized copying, printing, disclosure to third party and transmission of this document to any other destination by any media will constitute an unlawful act, attracting appropriate legal actions.
Control Document Notification
This is a controlled document. Unauthorized access, copying, replication and usage for a purpose other than for which this is intended are prohibited. This document is being maintained on electronic media. Any hard copies of it are uncontrolled and may not be the latest version. Ascertain the latest version available with Cargoes by DP World India PCS LLP.
Contents
| Table of Contents |
|---|
Purpose
Companies need to register to the CNS Cargoes application in order to use its services. Individual users, drivers also need to register to the system to use it, to be nominated by other parties for actions etc.
User Registration
Go to the application portal. Click Sign Up.
The system navigates the user to the registration page.
Click the drop-down icon and select Company User.
Click CONTINUE.
Enter personal details First Name, Last Name, Email ID (Work), and Mobile Number and click CONTINUE.
The user must enter their work or professional Email ID.
The Email ID provided by the user is be used by the system for all official communication.
Password:
Enter password of your choice, the user must follow the guidelines for the password.
The system shows an error until the criteria of the password is met. Re-enter the password in the Confirm password box.
Privacy policy and terms of use: Click on the hyperlink to read all the terms of use.
Click on Continue.
Communication Preferences
The system allows the user to select preferences to receive the communication.
The user can select the communication preference and click CONTINUE.
Confirmation and Email Link
A verification link is sent to the registered email ID (the one entered in the User Details section). If you have not received the link, check your spam folders. Click on the Resend Link button to send the link again.
The system sends a verification link on your registered email address to verify.
User Activation
See a sample of the email with the activation link here. Click on the Activate Account link in the email.
The system directs the user to the sign in page with a message stating, “Account activated successfully”.
Click Go to Cargoes Community.
User can now login with the credentials and click SIGN IN.
After entering the credentials and clicking on Sign In, the system directs the user to the Register Company page.
The login details are present by default, if not please enter the credentials.
To skip registering a new company, and to connect with an existing company instead, logout from the system and sign in again with your credentials. Then follow the steps to Connect Company.
Incorrect Password and Account Lock
Use of incorrect credentials for 5 consecutive attempts can lock your account. Use the forgot password option to reset your forgotten password.
Forgot Password
Click on the Forgot Username/Password? link if you cannot remember the old password. Enter your Email ID and click NEXT.
A link is sent to your registered email address, provided the email address/user id is a valid and registered in Cargoes.
Check your email and click Reset Password.
The system navigates the user to the page shown below. After entering your new password in both the text boxes, click RESET PASSWORD.
Login using your new password.
Register Company
| Anchor | ||||
|---|---|---|---|---|
|
After logging in, the system directs the user to the Cargoes home page. Click REGISTER COMPANY, to start registering your company.
Complete all the sections of the form by clicking
at the end of each page.Status colour Blue title NEXT
Note: The Next button gets enabled once all mandatory fields in the page are filled.
To add more details of the office, click ADD MORE OFFICE.
In the Office Information section, enter the required details, and then click
.Status colour Blue title NEXT 
In the Select Company Role section, select the role of the user and click
.Status colour Blue title NEXT
The user can select more than one role or select all available roles for a company by checking the
checkbox, and then clickingStatus colour Blue title SELECT ALL
.Status colour Blue title NEXT In the Select Service Provider section, the user must select Service Provider(s) for each role. As, the
button is enabled only after selecting service provider for all the roles selected.Status colour Blue title NEXT
In the Select Service Provider section, select the role Shipping Line (1), and then select EXL1-Export Lite as the Service Provider to associate with the company, and click
.Status colour Blue title NEXT 
The user can select more than one Service Provider or select all available Service Providers for a company by checking the
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
KYC Information
In the KYC Information page, in the Shipping Line section, for Arrive Load select Yes or No and click
| Status | ||||
|---|---|---|---|---|
|
SAVE AS DRAFT
At any point during the form completion, you may save the form to access it later. Click on the Save as Draft button (right beside the Submit button) to save the form in draft status.
Documents
In the COMPNAY Documents section, fill in the mandatory fields and UPLOAD DOCUMENT with the relevant information.
In the Add New Documents section, can upload the additional documents for company registration and click
.Status colour Blue title next 
Review and Submit
Finally, review all the details entered in the form, select the checkbox at the bottom of the page to acknowledge and to give confirmation of entering into an agreement on behalf of the customer and then click
.Status colour Blue title Submit
If any corrections need to be made, click on the Back button at the bottom left corner of the page to navigate to previous pages.
Click
.Status title YES 
After the submission, the Company Profile page is displayed, where the user can find their requested company profile.
The status of this record appears Pending Approval, as shown in the screenshot.
User can click on the Company Name to view the application form.
View Registration Request
Enter any search criteria and click the
| Status | ||||
|---|---|---|---|---|
|
Results
Click on the Company Name link from the search result.
The user is redirected to the company details page.
Click on the headings on the sidebar to view the different sections.
The company details as requested are displayed on screen. After submitting a registration request, a Company reference number is generated, as shown in the screenshot.
Note that this is an asynchronous process, and the new status will reflect after the workflow completion. The Approximate turnaround for the approval/rejection to be complete is about 20 minutes.
Company Registration Request Status
Status | Description |
|---|---|
Draft | When a user has saved a Company Registration application as draft (by clicking on the Save as Draft button), and not submitted the application yet. |
Submitted/Pending Approval | After a requestor submits a request, its status is “Pending Approval”. |
Partially approved | When at least one service provider is approved and other service providers are pending approval, then the status of the request is Partially approved. |
Approved | When all roles and service providers in a request are approved, its status is Approved. |
Rejected | Registration request is rejected by the admin. |
On Hold | Any request which is Pending Approval can be put in On-Hold status, in order for the company admin to edit and add additional information. |
Partially Rejected | If any one service provider is rejected and others are approved, then the company’s status is Partially Rejected. |
Suspended | When a super admin suspends a company, its status becomes ‘Suspended’. Suspension can happen only after a company has been already approved. |
Service Status
Active | When a service is activated after deactivation, its status changes to Active. |
Deactivated | When the service is deactivated, its status is Deactivated. |
Edit a Registration Request
A company admin can edit the details of a company, only once it has been successfully registered, that is after being approved by the admins.
To edit the company details, search for the company and go the company details page by clicking on the Company name.
Click on the Edit button to amend the details.
The status of this company is Approved, and thus a company admin is able to edit it.
Amend the fields as necessary and click on Next to navigate to the subsequent pages.
The next page has all the selected service providers for each role.
| Note |
|---|
Note:
|
Edit Registered Company Details
The MS Admin can edit details of the registered company from the landing page.
Go to Configure> ACCOUNT > Company Profile.
Go to the desired company, click on it as depicted in the image.
Click EDIT.
The system navigates the user to the Update Company page, make the necessary modifications and click NEXT to navigate to the subsequent pages.
The roles cannot be removed once they have been approved. You may however add new roles by clicking on the appropriate role icon.
You cannot remove an already selected and approved service provider once it has already been approved. you may however add a new service provider by clicking on it, if available.
The Edit Company option is available for the companies with the following statues:
AMENDMENT ON-HOLD
AMENDMENT PENDING
APPROVED
DRAFT
ON HOLD
PARTIALLY REJECTED
PENDING APPROVAL
REJECTED
Put a company request on Hold (MS Admin Only)
An MS Admin can put a company request on hold for the below following statuses:
Pending Approval
Amendment Pending
Putting the company ‘on hold’ will change the status of the company to ‘On Hold’. This indicates that action is required from the company admin for approval to proceed. The necessary comments must be mentioned by the MS Admin while putting the company on hold.
At the bottom of the Company details page, click the three dots, and then click HOLD COMPANY.
Enter the comments, and click YES.
Once the company is put on hold by a MS admin, then the status of the company goes on-hold. The company then needs to be updated by the company admin. On re-submission, it comes back for approval. The process would be visible in the Workflow as well.
Approval flow for company registration (MS Admin only)
A super admin, port authority, or a terminal operations admin are the authorities who can approve a registration request. They can view requests for company registration, and can edit, and approve or reject the request.
To view a company registration request, click on the Company Name of the record.
Edit Company Registration Request (MS Admin only)
A super admin may amend few details in the company registration request. They must enter an Account Type and Sage ID and Parent Company Code in the About Company section, and in the Company Identifier Details section enter the Company Code (Office Code). They may or may not add more attachments.
View the company details for the company.
Click on the EDIT button, placed towards the bottom right corner of the page.
Enter the Account Type and Sage ID and Parent Company Code in the About Company section.
In the Company Identifier Details section enter the Company Code (Office Code).
Navigate to other tabs on the left menu bar to make other changes - like adding more documents in the Company Documents tab.
After making all changes, click on the SAVE button.
%20Step%201.png?version=1&modificationDate=1709822944839&cacheVersion=1&api=v2&width=767)
Edit Identifiers Set Up for Shipping Line
A super admin can edit the Identifier Information of the newly registered company.
To view a company registration request, click on the Company Name of the record.
2. Go to Identifier Information > Shipping Line>click EDIT.
Enter the Shipping Line (TOS Line Code) and click SAVE.
A success notification appears on the screen on saving the details.
Approve/Reject request per service provider (MS Admin only)
A company registration request can be rejected, approved, or partially approved.
Approval/Rejection takes place on the basis of service providers.
Go to the Service Information tab on the left menu bar, as shown in the screenshot.
Select the appropriate service provider by clicking on the checkbox against it. Multi-selection is allowed.
The approve and reject buttons are active when at least one service provider is selected.
%20Step%201.png?version=1&modificationDate=1709823321463&cacheVersion=1&api=v2&width=767)
Reject a Service Provider
Click on the REJECT button which becomes active after at least one service provider is selected.
2. Enter comments for rejection in the pop-up window. Click on the YES button to proceed with the rejection.
Approve a Service Provider
After selecting at least one of the service providers, the APPROVE button is enabled.
In the pop-up box, enter comments for approval, and click on YES.
The Approval Status is updated to APPROVED.
Add User
A company admin is allowed to add new users to the i.e., after registering at least one company and control the service privileges that a new user can have, and for how long the account may be active. These can also be modified later.
The new users' accounts will be created in the system. These accounts also need to be approved by a system super admin. Below are the steps to add a new user’s account.
On the top navigation menu, go to Manage > Registration> Users. Click on the Add User button.
All the sections in the form must be filled. The sections and fields are mentioned below.
About User
Email ID
User Type
End date
Copy User Permissions
Use this section to copy user roles and permissions and provide to a new user. Under the Copy User Permissions section, in the Type or select username field, type a username in order to copy their rights.
If you click on custom create, then you’ll have to provide the custom privileges, as shown through the images below.
Grant Access
Department - Commercial/Finance/Marketing
Level - Company/Office.
Admin Rights
The user’s admin rights can be selected here. In the example in the screenshot, the user can only view company details.
Service Provider and Role Selection
Service Rights
Click on the Add User button to submit the form.
The user will be successfully added, and is pending approval.
Click on Add User.
The user can be seen on the search user page, once successfully invited.
Search and View Users
Enter any search criteria and click on the Search button.
The result will be displayed below. The result can be exported to a .csv file by clicking on the respective buttons.
More filters
Click on the Name link from the search result, and you will be redirected to the company details page.
Navigate through the menu on the left, to view different sections of the user details.
Edit User Details
A user can edit their own company profile. Depending on the user’s role, they have different privileges. For example,
A user who is not a company admin or a super admin, can edit their own profile information (restricted to user’s name and industry type), and can change their own password, after logging in.
A user who is a company admin can edit company rights. They can also deactivate, suspend or unsuspend a user, unlock a user after their account gets locked after repeatedly entering wrong username or password while trying to login.
A user with super-admin access has the rights to amend the rights of any user in the system.
Transfer of Ownership
The MS admin can transfer ownership of the company.
The Company Admin cannot be deactivated, the ownership of the company must be transferred to another user.
Steps
To transfer the ownership:
Login to your CCS account, and click SIGN IN.
Go to Configure> ACCOUNT> Company Profile.
In the Company Profile section, to pull out the details of a specific company, the user can enter the values in the field and then click SEARCH.
Click the SHOW ALL drop-down, to see more options (secondary search) to search the company.
In the Company Profile section, to pull out the details of a particular company, you can search by entering either of the following, and then click SEARCH as highlighted in the image.
Field Name | Actions |
|---|---|
Company Name, Company Reference, Company Email Address | Enter either of these Company Name, Company Reference, Company Email Address |
Created Date From | Select the date. |
Created Date To | Select the date. |
Owned By | Enter whom it is owned by. |
Last Action By | Enter the details of last action. |
Last Action Date | Select the last action date. |
Status | Click the drop-down and select the status. |
Company Role | Click the drop-down and select the company role. |
Service Provider | Click the drop-down and select the service provider. |
Code Type | Click the drop-down and select the code type. |
Code | Enter the code. |
Country | Click the drop-down and select the country |
6. To search with a new company detail or to reset, click on RESET.
7. In the Search Results section, go to the desired company, click on the three dots and select Transfer of Ownership as depicted in the image.
8. In the Search User to Transfer Ownership window, enter the Email ID of the user and click SEARCH.
9. If user is available in system, proceed to transfer ownership to user. Verify the email ID and click PROCCED.
10. In the Deactivate User window, click appropriate action.
The current owner can be kept Active as Admin of the company or can be immediately Deactivated from the Company.
The Deactivate User window opens up only if the user is already in the system.
11. Once the ownership is successfully transferred, all the rights of the current company admin is copied to the new user for the transferred company. And the company is now owned by new user.
12. In the Search User to Transfer Ownership window, enter the Email ID of the user and click SEARCH.
13. If the user is unable to find the Email ID in the system, then click Invite new user to Cargoes checkbox and click PROCCED.
14. In the Invite user to Cargoes Community window, enter the details in the mandatory fields, and click SEND INVITE.
15. To copy and share the link, click over COPY LINK.
16. A success message appears on the screen.
Suspend Company (MS Admin only)
The suspension of companies happens only if required by the MS Admin.
To suspend a company, follow the steps below:
On the left navigation menu, go to Company Settings.
Click on the Suspend button, as shown in the image.
A pop-up box will appear. Enter reasons for suspension and attach any file if relevant. Finally select who should receive notification about the suspension and click on YES.
