My Groups

About

• You can build your own community by creating groups and adding friends and partners to these groups.
• My Groups is thé community tool for anybody wishing to communicate with others inside the community.
• Currently this functionality is mostly used for receiving and sending Requests for Quotations.
• Please note: we are in the process of restyling this functionality.
  Images that are displayed in this documentation could be changed already in our live versions.

Where to find

• Back Office -> Community Tools -> My Groups
  By default this functionality is only available for level 20-users.

Description

• Every user inside Cargo Office is able to form his own groups with all users of his/her liking.

How to start

All groups are listed for the user that is logged in.

• 1. If no group exists, click " Create new group".

Create new group

• 1. Enter a name for the new group.
• 2. Enter a description for this group.
  Note: you are able to define multiple groups with multiple different users. You are able to add the same users in different groups.
• 3. Create this group.
  Note: you are able to modify details of this group later on.

Group overview

You are able to create as many groups as you like.

• 1. Create another group (above 2 that are already listed in this example).
• 2. If you click on this button, it:
  
  • gives an overview of all users inside this group.
  • gives you options to delete users or add new users to your group.
• 3. Gives you options to edit descriptions of your group details.
• 4. Descriptions of your group details.

Add users to a group

Users are added by adding their email address to a group.

• 1. Find new group members: enter (part of) the name of a user or a company name and hit search.
• 2. Show an overview of all my groups.
• 3. Modify details of this group.
• 4. Create a new group.
• 5. Overview of search results per company.
  
  • All listed results are users that are known inside the Cargo Office Community. If no result is shown, check description below.
  • Note: There could be more than one user per company.
• 6. Add to group: hit this button to add the user to the new group.

When a user is not known inside the Cargo Office community

An example:

• 1. We are trying to find user: support@freecargo.com
• 2. Cargo Office replies this user can not be found, but it can be invited.
  Note: if you invite this user, be sure this email address is correct.
• 3. Cargo Office gives suggestions of other users that are known inside the community.

Invite unknown user

• 1. The invited user with his known email address is already listed. The name of the company the user is working for, is required.
• 2. The city where the user is situated, is required.
• 3. After clicking the invite button an email is sent to this user. When the user accept the invitation this user is added to the group (in this example group: Transport East of user info@rutgers-transport.com.

User overview inside a group and current functionality

• 1. The name of this particular group.
• 2. All users that are combined inside this group.
• 3. Delete this user from this group (Transport East).
• 4. Use on/off option, if you want to receive Request For Quotations from this user.
• 5. Use on/off option, if you want to have an option to send Request For Quotations to this user.
  Also read: how to send a RFQ.

Different types of users

Users of your group have options to decide wether thay want to be part of your group or not.



Therefore users inside a group can have different statusses:

• 1. ACCEPTED: those that have accepted your invitation are now part of your community.
  
• 2. DECLINED: those that have declined your invitation and are no part of your community.
  
  • Users that declined your invitation have a label DECLINED behind their user name.
  • If you want to sent this user a new invitation again, remove this user first by clicking the red x and then start invitation procedure again.
• 3. PENDING: those that have not reacted on your invitation and are no part of your community yet.
  
  • Users that have not reacted on your invitation have a label PENDING behind their user name.
  • These users are free to accept the invitation they have received by mail any time later on.
  • If you want to invite this user again, My Groups Application will reply with the message it has already sent an invitation and it is waiting for user to reply.
  • If the user can not find the email with the pending notification, delete this pending user by clicking the red x and then start invitation procedure again.