Step Into the Future of Shipment Visibility with CargoWise Neo

CargoWise Neo is here — the powerful new replacement for Web Tracker, designed to transform how you and your customers track and manage shipments in real time. This workshop will guide you through everything you need to know to make a seamless transition, enhance customer experience, and unlock new efficiencies using Neo’s modern, web-based interface.

Whether you're supporting clients, managing operations, or configuring Neo for your business, this session will equip you with the tools to get it right from day one.

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🗓️ Ideal for: Client services, logistics professionals, and teams transitioning from Web Tracker
🎯 Key Takeaways: Platform overview, configuration essentials, user experience tips, and customer onboarding best practices

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Below is a summary of the topics covered during the session.

 

For Admin Users

The first part of the workshop is tailored for system administrators and team leaders responsible for system configuration and access control:

• CargoWise Neo Setup
  Initial configuration and environment setup for Neo.

• Neo Staff Portal
  Access and usage of the staff-specific portal.

• Accessing Neo for the First Time
  Behind-the-scenes walkthrough for first-time system access.

• Creation of Security Groups
  Best practices for setting up security groups to streamline access management for client-facing teams.

• Themes
  Customizing the visual and functional themes in Neo.

• Creation of Security Settings
  Defining accessible modules for clients, including:

  • Invoices

  • Documents and reports

  • Forwarding

  • Orders

  • Bookings

  • Quotations

 

For Admin and General Users

The second part of the workshop is intended to cover the general information for users who will interact with clients, access reports, and track shipments.

• Attaching Clients to Security Settings
  Assigning appropriate permissions to client profiles.

• Sending Login Details
  How to provide clients with secure login credentials.

• Intelligence
  Using the Intelligence module for insights and data analysis.

• Dashboards
  Building and using dashboards for operational visibility.

• Tracking Lists
  Creating and managing shipment tracking lists.

• Overview of Tracking Map and Route Visualizer
  Real-time tracking and visualization of shipment routes.

• Intelligence External
  Sharing insights and reports externally with clients or partners.