Auto-share everything

We're a big believer in sharing. But sharing 'everything', is that right? Yes, there are situations where this is super handy. Read on!

Updated over a week ago

Each logistics operation is different. But in some situations you may have a team or site working exclusively for an (external) stakeholder (e.g. with subcontracted logstics or full 4PL activities). Then you may want to share everything you do with another company. That's what this article is about.

Quick note: in order to set up this workflow, you need to have SuperAdmin permissions in your CargoSnap account.

Example

For this article, we will assume two companies:

  • LogiCorp: this is a company of logistics experts, performing logistics operations on site with their customers. LogiCorp has a Standard CargoSnap account.

  • ProdCo: a producer of widgets. Focussed on widgets production, they outsourced their logistics operations to LogiCorp, but would still like to keep an eye on their product handling activities. ProdCo has a Free CargoSnap account.

Let's make this work!

It goes like this, LogiCorp should:

  • create DL with one or more email addresses of the contact(s) at ProdCo. Give it a name (e.g. ProdCo or Demo2), and a unique id (e.g. 1, or the customer number of ProdCo in the LogiCorp administration)

  • "location" -> click the ProdCo location. Find "Default Sharing Settings", click "Automatic Sharing..." and select the DL you just created, and Save. (Note, the default subject may be of interest too)

  • create a new file in this location, and it is shared! Nothing more to do; Easy!

Now, on the ProdCo site, we would recommend the following Global Setting:

That's it! Hope this works well for you; please do let us know!

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