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To configure your account preferences, first access USYNCRO.

Then, locate and click on the gear symbol in the top right corner of your screen.​

To invite new members to your company's account, click on the "My Organization" tab located in the top left corner.​

On this screen, scroll down to find the table that contains the members of your company.​

Click on the "Add member to my organization" button located at the bottom of the table.​

This will enable the relevant fields to send the invitation. Proceed to enter the name and email of the person you want to invite. Remember to select the language and the role that person will have, either Admin or Manager of the company.

Then, click on "Invite" to send the invitation to the account.

The Admin has the ability to manage visibility permissions and send invitations to other members of the company.​

The Manager has permissions to manage information related to the shipments.

The invited person will receive an email at the provided address with an access link to the account. They will need to click on "Sign up" to access it.​

After clicking on the email link, they will be redirected to the following window, where they will need to enter the password they want to use for their account.​

Once they have accepted the terms and conditions and clicked on "Continue," they will be able to access the account, viewing the dashboard of created shipments, as shown in the image.​

First, click on the "Permissions" tab at the top of the screen.​

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Here you can configure the permissions for your company's account. These permissions will be used to create all the basic templates that will be opened from that moment on.

You will see 3 sections of permissions at the top. First, navigate to the "Resources Permissions" tab, understanding that by "resources" we mean the boxes within a shipment.​

On the top row, you will see the different "actors/roles" that can be invited within a shipment, and on the left column, you will see the different "boxes/resources" that can exist.​

Set the permissions for each potential invitee, with the sections of the shipment, according to your company's preferences. Here you will decide what the invitees can do in each section of the shipment (in general terms).​

For each actor, you can enable a series of permissions, which are:​

Next, click on "Document Permissions".

Here, you will have, all the "actors/roles" that can be invited within a shipment on the top row, and on the left column, a list of all the "documents" that can be uploaded to the platform.

In this section, you will have 2 types of permissions per participant regarding the documents, which are:​

Remember that in this section, you will establish who can view the documents and who can upload new versions of previously uploaded documents. These permissions are directly linked to the name of the document on the list, regardless of the uploaded file.​

Next, click on "Creation Permissions".​

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Here, similarly, you will have the different "actors/roles" that can be invited within a shipment on the top row, and on the left column, initially, you will have the different boxes that can be created in a shipment (similar to resource permissions).

And as you scroll down, you will see the list of documents that can be uploaded in an operation. In summary, the left column will contain the list of both "resources" and "documents".​

In this section, you will only have 1 type of permission per participant regarding the boxes and documents, which is:​

Remember, every time you modify a permission section, click on "Save" before changing screens to ensure you don't lose your progress.

Once you finish configuring the permissions for your account, the following shipments you generate will be created with these previously configured permissions. Within each shipment you create, you can modify the permissions within it and save them as a template with special permissions, as each shipment can have different preferences.​

You will also be able to set your preferences for how to receive notifications on the platform. To do this, go to the tab called "Notifications".​

In this section, you can indicate how you prefer to receive alerts regarding the shipments you are working on and which actions you want to be notified about.​

In this section, you will see a table where the left column contains all the milestones that can be notified within a shipment.​

And the top row contains the different channels through which you can choose to be notified. For each milestone, select the appropriate channel to receive the notification.​

Once you have finished adjusting your preferences for the notification channel, at the top, you can choose the time frame for receiving alerts. Select whether you want to receive them immediately or in specific time intervals.​

Finally, when you have everything configured, click on "Save". Remember that notifications are managed per user, not per company, unlike "Permissions" and "Events".​

In the platform, you can configure a series of "events/milestones" for the shipments you will manage. These are designed to visualize all the phases that the shipment goes through and its current status. These events are defined by each company and added to the records as they occur by the participants.​

To define and configure the list of events for your account, you will need to click on the "Events" tab in the top right corner. There, you will see an empty table where you can start defining your events.​

Here, you will need to create a list with all the possible events that may be of interest to your company or collaborators to visualize. To do this, click on the "New event type" button.​

You will see that a window opens where you will have to configure the details of the event. First, enter the name of the event and an "ID" to reference it.​

The "System" and "Class" fields will depend on whether the event has integration or not. If it has integration, select the corresponding system for this event in the "System" field (you should be able to see your integrated system in the list of this field). For the class, you will need to select whether it is "Inbound" or "Outbound", depending on whether the event arrives at USYNCRO or is created in USYNCRO and sent to the other system, respectively.​

If there is no integration, select the "Manual" system, and for the class, you can select any option as it doesn't affect it.​

Next, you will see 2 sections at the bottom of this window. In the first one, you will need to select in which boxes of the shipment the event can be created. Select the boxes of the respective event owners who can create and manage it.​

In section 2, you can establish who will be notified. Select the actors to whom you want to send notifications when the event is created. When everything is ready, click on save.​

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For both options, you will have the "All" checkbox to select all actors.

In the following example, you can see the configuration of the event. As shown in the image, this event can only be created or managed in the "Transport," "Buyer," and "Delivery" boxes (as it is a last-mile event). For a different actor to enter one of these boxes and create the event, it depends on the "Create/manage events" permissions that you have previously configured. If an exporter has this permission enabled for the transport box, they can also create this event.​

Regarding notifications, the image indicates that all participants will be alerted when this event is created.​

After saving, you will see the event created in the table in this section. Repeat this process with all the events/milestones you want to work with.​

Here, you can deactivate the event by clicking on the switch labeled "Active" in the table (which would prevent its creation in shipments). You can also deactivate notifications (using the checkbox shown in the table) so that when it is created in shipments, the configured participants are not notified. Additionally, you can edit or delete it at any time.​