Introduction

Logivity Control provides a possibility to allow your suppliers to create shipments directly in the Control service. The function is called "External Partners". Here you can give your supplier(s) access to your Logivity account and define what access level they should have. This guide describes how to do it.

Prerequisites

Only users with "Organization administrator" role can create and edit external partners on your organization's Logivity account.

Instructions

Video instructions

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Create an External Partner

1. Log in to your Logivity account

2. Click on "Settings" (1) and go to "External Partners" tab (2). To create a new external partner click "Add External Partner" (3).

3. Add External partner details:

• External partner name - this can be a supplier organization name or any other name used in your organization for this supplier
• External partner reference - your reference number for this supplier
• External partner description - any additional information your wish to add for this supplier (optional)

4. Some access rules are configured by default and are not editable. Namely - External partners can only use Logivity Control service (1) and account role is set to "Shipper" (2). 

In addition to default mandatory access rules you can choose whether to allow your external partners to create shipments from scratch or only use templates assigned to them (3).

5. Lastly, add members to your External Partners group. Click on "Add member" (1) and fill in member details (2). You can have several members in one external partner group (3). 

Please keep in mind that a member can only be associated with one external partner group. One and the same user cannot belong to several external partners.

Once you have added all members to your external partner group, click "Add external partner" (4).

Assign a shipment template to an external partner

If you chose "Assigned template" for an external partner, you need to configure which template they should use.

You can do this step while creating a template or assign an already existing template.

Create and Assign template

To start creating a new shipment template go to "Templates" in the vertical navigation (1), click on "Shipments" tab (2) and click "+Create template" (3).

Give your template a name (1) and in the drop-down below choose which external partner / supplier it should be assigned to (2). 

If you need help configuring the rest of the template please refer to this guide:

Article How to create shipment templates?

Remember to save your changes.

Assign already existing template

To assign an already existing shipment template, go to "Templates" in the vertical navigation (1), open "Shipments" tab (2), choose a template you wish to assign to an external partner and click "Edit" (3).

In the drop-down below template name, choose which external partner / supplier it should be assigned to (1). 

Remember to save your changes.

Choose which shipment data should be non-editable

When assigning templates to supplier, you have a possibility to lock any part of the shipment data so that it is not editable for your invited external partners / suppliers.

Once you have assigned a template to an external partner, you will notice lock icons appear next to each data section of template creation. By click on these icons you can choose to lock or unlock specific parts of the shipment data. If you choose to lock any data field, it will not be editable for your external partners.

If you do not see lock icons in your template - please make sure it is assigned to an external partner as described in this section.

Modify or deactivate an External Partner

1. Log in to your Logivity account

2. Click on "Settings" (1) and go to "External Partners" tab (2). Here you will see a list of already existing external partners on your organization's Logivity account. 

To deactivate an external partner click "Deactivate" (3). To Modify an external partner click "Edit" (4).

3. When you modify an external partner, you can modify the same settings as you set when you create an external partner, namely - name, reference number, access level and members. 

Additionally, you can add more members (1), modify or remove existing members and reset their password (2).