Settings - Workspace
As Managers or Owners you have Admin rights to manage your Shipfix user base, their accesses, as well as general settings that you can apply to everyone in the company.
Note: Only administrative users (Owner, Manager roles) of enterprise clients will have access to the Workspace section.
Under General, you will have access to the following modules:
Users
Add a User
You can add users by clicking + Add a user button.
A pop-up display will appear where you will be able to:
Add one or multiple users via list of emails
Define their licence and role
Grant access to shared mailboxes
Manage feature permissions
Assign to a team
Remove and edit a user
You can remove a user by clicking on the X icon on the left of each row, or clicking of the status and choosing Remove. You can edit user information by clicking on the user row.
Teams
In the Teams module, you can add, update, edit, and remove the teams.
Tags
In the Tags module, you can manually create and configure shared tags, or manage visibility of the system tags.
Features
In this module, you can manage auto-tagging, snippets, suggested recipients, and ship type default filter.
In the default filters section, you can pick the combination, and if a user has to change these filters, their options will override your general configuration.
Integrations
You can sync the voyages from Veson IMOS.
Permissions
In this section, you have a vast selection of permissions you can manage for users.
Billing
This module is dedicated to managing the subscription plan.
Security
In the Security section, you can enforce the SSO login or limit users to log in using an email with a specific domain.
Note: This is best decided and enabled right at the beginning before adding users.
Report Log
In this module, you can see the list of all the reports made by the users of the company. You can sort and filter it by time, priority, type etc.
