Revision History

Purpose

Companies need to register to the 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 link. Click on Sign Up button to take you to the registration page.

Open

Enter the business type by selecting from the dropdown. Click on Continue to proceed to the next step.

Open

 

 

Enter personal details like first and last name, email id, and phone number. Note that the email id provided here will be used by the system for all official communication.

Password:

Enter password of your choice, following the guidelines for the password. The system will show you an error till 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.

Captcha: Enter the captcha.

Click on Continue.

Confirmation and email link

A verification link will be 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.

User Activation

See a sample of the email with the activation link here. Click on the Activate Account link in the email. Alternatively, click on the Click Here link if the first link does not work.

Click on “Go to Cargoes Community”. You will be taken to the sign in page with a message that the account has been activated. Manage or accept the cookie settings, and you can now login with the credentials.

After entering the credentials and clicking on Sign In, you will land on the Register Company page.

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 attepts will lock your account. Use the forgot password option to reset your forgotten password.

Forgot password

Click on the Forgot Password? link if you cannot remember the old password. Enter your email id and click on the Next button.

Register Company

After logging in, the Cargoes home page will load as shown below. On the top right corner a button called “Register Company“ will be available. Click on it to start registering your company.

Complete all the sections of the form by clicking next at the end of each page. The Next button gets activated once all mandatory fields in the page are completed.

Select through the icons the role of your company.

Select the appropriate service provider(s) for each role selected.

In the Identifier Information page, complete the identifier name and description of each service provider.

Click on the tick symbol to save the text. Once at least one identifier is saved, the Next button becomes activated. Click on Next to proceed to the Documents section

In the Documents page, for each document, enter the TAN id number, expiry date of the document, and upload the document. To remove an uploaded file, click on the delete symbol in the attachment box.

Click on the Add New Document button to add another document. Click on Next to review and submit your application.

Finally, review all the details entered in the form. 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.

After the submission, the company search page will be displayed, where the user can find their requested company profile.

The status of this record will be Pending Approval, as shown in the screenshot. User can click on the Company Name to view the application form.

View a registration request

Enter any search criteria and click on the search button. The results will be displayed below. The results can be exported to a .csv or a pdf file by clicking on the respective buttons.

Click on the company name link from the search result, and you will be redirected to the company details page. Click on the headings on the sidebar to view the different sections.

The company details as requested will be displayed on screen. After submitting a registration request, a Company reference number is generated, as shown in the screenshot.

Company registration request status

Edit a registration request

Amend the fields as necessary, and click on Next to navigate to the subsequent pages.

Note that the roles cannot be removed once they have been approved. You may however add new roles by clicking on the appropriate role icon.

The next page has all the selected service providers for each role.

Enter the identifier name and description, and click on the tick sign to save, or the cross sign to reset the fields. You can add a new identifier by clicking on the plus sign.

Put a company request on Hold

An MS Admin can put a company request on hold for the below following statuses:

• Pending Approval

• Partially Approved

• 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 adminfor approval to proceed. The necessary comments must be mentioned by the MS Admin while putting the company on hold.

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.

Edit company registration request (MS Admin only)

Approve/Reject request per service provider (MS Admin only)

Reject a service provider

Approve a service provider

Suspend Company (MS Admin only)

Connect Company

Use this feature to associate with a company which is already registered in Cargoes.

Follow the steps below:

1. After activating the account using the email link, sign in to the system. Complete Company registration if required. Else logout and login again. You will see the Connect Company button on the top right of the landing page, as shown in the image below.

The company admin of the requested company (JAI, in this example) will receive an email that a user has requested to connect with the company, and will add the user via the Add User feature. Once the admin has added the user, the user will be able to access the company.

Add user

A company admin is allowed to add new users to the 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 home page, click on the Add User button.

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 user name in order to copy their rights.

Search and view users

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 all the rights.

Transfer of ownership of a company registration form in draft status

An MS Admin can transfer ownership of companies to a new user, The conditions for transferring ownership are as follows:

1. The user has to be registered to Cargoes.

2. The company request should be in Draft status.

The steps for this are as follows:

1. Login to Cargoes as MS Admin.

2. Go to Configure → Company Profile page.

3. Find the company for which you want to change the ownership. On the right end of the record, click on the three dots.

4. Select ‘Transfer ownership’ option from the list of options.

5. In the pop-up box, enter the name of the new user (must be a registered user) and click on Search. Select the person from the search results, and click on Proceed.

6. The company owner will be changed, as can be seen below.

User Migration

Existing users of Cargoes now have their accounts migrated to the new client registration system. This will include users who are in active, deactivated, or created status.

User Name Formatting

• Users' names will be split into First Name and Last Name, post migration. the rules for the same are mentioned below.

  • Title(Mr/ Mrs) in name will be stripped .

  • Any numbers in name will be stripped

  • First word/alphabet before dot(.) in name will be considered as first name

  • Words after the first dot(.) will be considered as last name

  • If name has only one word then first letter of name will become Last Name.

  • All dots in name would be removed (To be confirmed).

Update password

All existing users will receive the following instructions via service/critical announcements in the current system, as well as via emails:

• Username and details of users will be migrated to new Client Registration system.

• Existing users will get a system generated password and the password update on first time login will be enforced.

• When the existing users try to login to the updated system using their current username and system generated password, they will be prompted to Update Password.

In case of any issues with accessing generated password, Support team to be contacted. Support team will assist with generating new password.

• For companies that currently have multiple 'Client Admin' or 'Group Client Admin' will be migrated with only 1 Client Admin (the one who created the company in the first place) and the Client Admins will be marked as 'Admin'.

Current company/user status versus new ones