Managing contractor groups

Updated 1 hour ago by Katarzyna

Who can use this feature?

The feature is available to users of the Trans for Forwarders (TFF) and CargoON product lines who have access to the Contractors module.

This article will show you how to streamline your work with contractors through the effective use of groups

- including how to:

  • quickly organize companies by adding new groups,
  • create groups tailored to your needs,
  • efficiently manage existing groups to facilitate editing, updating and organizing data.

Creating contractor groups

In the Contractors module, go to the Groups tab.

  1. Click Add group.
  2. Enter the group name and (optionally) description.
  3. Save the group or immediately select Add companies to group to add contractors from the list.

Adding contractors to groups

From the Companies tab

  1. Click on the 3-dot icon next to the company or open the company details and select the three-dot icon there.
  2. Select My groups
  3. From the list of groups created by your company, select one.
  4. Click Add to group

From the Groups tab

  1. Select a group from the list.
  2. Click on the 3 dots icon and select Add companies to group.
  3. Select contractors from the list or search for a company by name, VAT number or TransID.
  4. Check the selected companies and confirm with the Save group button.

Group management

In the Groups tab you can edit and organize the created groups.

  1. Select a group from the list - details will appear on the right.
  2. Under the More button you will find additional options:
  • Add a company to a group
  • Edit the group name and description
  • Copy a group
  • Export a group to a messenger
  • Delete a group

Management options are also available in the menu under the three dots icon next to each group.

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