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loadmaster-en
  • 1 Brief Introduction to LoadMaster
  • 2 System Requirements/Specifications
  • 3 Getting Started
    • 3.1 Licence Setup and Trial for Free
    • 3.2 Starting a New Load
    • 3.3 Sharing Loading Plan to Mobile Platforms
  • 4 Introduction to the UI and Terminologies
    • 4.1 Tasks
    • 4.2 Basic Information
    • 4.3 Cargo
      • 4.3.1 Methods of Adding Cargoes
        • 4.3.1.1 Import in Bulk through Excel
        • 4.3.1.2 Import through Order Form Mode
      • 4.3.2 Basic information of the cargoes
      • 4.3.3 Attributes of Cargoes
        • 4.3.3.1 Stand, Stand & Rotate
        • 4.3.3.2 Side, Side & Rotate
        • 4.3.3.3 Lay, Lay & Rotate
        • 4.3.3.4 Support Others
        • 4.3.3.5 Maximum Stack (Abbreviated as Max Stack)
        • 4.3.3.6 Max Overhang Ratio
        • 4.3.3.7 Stacking Orders
        • 4.3.3.8 Bottom Only
        • 4.3.3.9 Loading Sequence
        • 4.3.3.10 Set Loading
        • 4.3.3.11 Urgency
        • 4.3.3.12 Stack Code
        • 4.3.3.13 Group
    • 4.4 Containers
      • 4.4.1 Methods of Adding Containers
      • 4.4.2 Container Attributes
        • 4.4.2.1 Corner Castings
        • 4.4.2.2 Reserved Size
        • 4.4.2.3 Maximum Load Height
        • 4.4.2.4 Allowed Extend Size in the Length and Width Directions
    • 4.5 Loading Rules
      • 4.5.1 Container Selection Method
      • 4.5.2 Stacking Method
        • 4.5.2.1 Free combination
        • 4.5.2.2 Place the same cargoes next to each other
        • 4.5.2.3 Only cargoes with the same length and width are allowed to stack
      • 4.5.3 Cross Depth
      • 4.5.4 Bottom Spread
      • 4.5.5 Prefer Unitload
      • 4.5.6 Methods for Calculate Max Stack
      • 4.5.7 Limit Section Size
      • 4.5.8 Place cargoes like ladders
      • 4.5.9 Spatial Separation
      • 4.5.10 Algorithm adjustment
    • 4.6 Loading Plan
    • 4.7 Database Management
      • Cargo Management
      • Container Management
    • 4.8 Manual Edit
    • 4.9 Pallet Rules
      • 4.9.1 Maximum negligible height difference
      • 4.9.2 Minimum floor area coverage
      • 4.9.3 Minimum acceptable height of pallet
      • 4.9.4 Default stacking orders of mixed pallets
    • 4.10 2-Steps Loading
      • 4.10.1 Intermediate Packing Methods
      • 4.10.2 Bulk Cargo Filling
      • 4.10.3 Methods of Generating Intermediate Units
    • 4.11 Generate Loading Report
    • 4.12 Units and Language
  • 5 Application in Actual Work
    • 5.1 Loading Container
      • 5.1.1 How to simulate carton expansion and manual interval
      • 5.1.2 How to elude corner castings
      • 5.1.3 How to make LoadMaster intelligently choose the most suitable container
      • 5.1.4 How to calculate whether a container (or vehicle) can hold a certain amount of goods
      • 5.1.5 How to calculate the maximum amount of single cargo can be loaded in a container
      • 5.1.6 How to consider the load-bearing capacity of different cargoes
      • 5.1.7 How to realize the loading with a sequential order
      • 5.1.8 How to realize placing the same goods adjacent to each other
      • 5.1.9 How to realize the loading with a certain proportion of cargoes in a set
      • 5.1.10 How to stuff cargo in the remaining space
      • 5.1.11 How to limit the max stack when different kinds of goods are stacked on top of each other
      • 5.1.12 How to load goods according to the order and quantity of the container
      • 5.1.13 How to make "stand" and "stand & rotate" are the priority load orientations.
      • 5.1.14 How to realize the unitload will be generated with priority
      • 5.1.15 How to lock certain containers and recalculate the remaining containers
      • 5.1.16 How to bottom spread cargoes when the container is not full
      • 5.1.17 How to use [manual edit] to adjust the center of gravity to ensure the balance of container
      • 5.1.18 How to realize only goods with the same length and width can stack on each other
      • 5.1.19 How to realize the requirement of choosing the container with the highest loading rate
    • 5.2 Loading Pallet
      • 5.2.1 Calculate how to pallet cargoes
      • 5.2.2 How to define that goods of different orders cannot be mixed
      • 5.2.3 How to define the goods in same order not to split into multiple containers as far as possible
    • 5.3 2-Steps Loading
      • 5.3.1 How to pallet the goods first and then load it into the container
      • 5.3.2 How to generate high and low pallets to make full use of the space in 2-steps loading
      • 5.3.3 How to generate unit-load pallets as much as possible
      • 5.3.4 How to define whether to allow the remaining space to be filled with bulk cargo
      • 5.3.5 How to specify the intermediate packaging container
  • 6 Scheme Audit
    • 6.1 Whether to simulate carton expansion and manual interval
    • 6.2 Are the loading rules defined correctly?
    • 6.3 Other problems
      • 6.3.1 Why are some goods not loaded?
      • 6.3.2 Why does the container no longer load cargoes when there is remaining space?
      • 6.3.3 How to ensure the balance of COG of the container?
      • 6.3.4 How to ensure that the goods are loaded proportionally?
      • 6.3.5 How to load goods in a certain sequence?
  • 7 Video Tutorial
  • 8 Quotation
    • 8.1 One-step loading——accounting rules for first calculation
    • 8.2 Two-Steps loading——accounting rules for first calculation
    • 8.3 Accounting rules for recalculation when modifying the loading plan
    • 8.4 Accounting rules for sharing loading plans
    • 8.5 Annual fee
    • 8.6 About invoices
  • 9 Unified Data Management
    • 9.1 Share Data between Multiple Users
    • 9.2 Share Group
  • User Agreement
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  1. 9 Unified Data Management

9.2 Share Group

Previous9.1 Share Data between Multiple UsersNextUser Agreement

Last updated 4 years ago

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After multiple users are created under a tenant, we can divide users into groups and limit the operations a user perform on a task. For example, company A has some branch offices. In order to facilitate management, all branch offices share a tenant, but the data should not be shared between offices, which requires to assign different shared groups for different offices.

Enable Group Share

The function of "Share Group" is disabled by default, and the administrator of the tenant needs to manually open it. In [Administration>Settings>User Management], check the [Enable Group Share], and finally click [Save All], and then log out and log in.

This setting can only be set by the administrator, other users cannot see this setting.

Group Management

In [Administration>Share Group], click [Create Group] in the upper right corner.

In the pop-up box, set the group name, add members of this group and define member roles, and then click [OK].

The created group can be modified or deleted. After the member logs out and logs in again, the modification takes effect.

Roles of members

* Each group has 4 roles: Admin, Manger, Editor, Guest. Permission priority: Admin>Manger>Editor>Guest.

* Approval is a status, which means that the plan has been reviewed and almost does not need to be modified. You can click the "Approve" button directly to approve a task.

* Tasks that a user can approve include tasks that are not approved and belong to [a group that she/he has at least Manger Role].

* Everyone can see the tasks created by her/him and all the tasks belonging to [the group she/he belongs to].

* Tasks that a user can edit include:

Unapproved tasks: tasks created by her/him or tasks belonging to [groups that she/he has at least Editor Role].

Approved tasks: tasks that belong to [groups that she/he has at least Manger Role].

* Tasks that a user can delete include:

Unapproved tasks: tasks created by her/him or tasks belonging to [groups that she/he has at least Manager Role].

Approved tasks: tasks that belong to [groups that she/he has at least Admin Role].

* When a user modifies a task's share group, the share group can only be changed to [groups the she/he has at least Editor Role].

After creating a task, in the "Basic Information" panel, you can select the task's share group.

Case study

A corporation has four branches, A, B, C, and D. The data between the branches is not shared. The administrator in headquarters wants to view and manage all tasks of A, B, C, and D. How to define it?

1. The administrator in headquarters uses the "admin" tenant to create new users account for the branches. For details, please refer to "Share Data between Multiple Users". Follow the steps above to enable the “group share” function and create four groups A, B, C, and D.

2. Add the administrator to the four groups A, B, C, and D respectively, that is, only the member of the group can see the data of of such group.

3. When members in one group start a task, they must select the [Task’s share group] that the task belongs to. If not, only the creator can see the task, and other members of the group cannot see it.

Role assignment:

There are 4 roles: Admin, Manger, Editor, and Guest can be assigned to group members. Permission priority: Admin>Manger>Editor>Guest.

1. Guests can only view the tasks created by other members in the group; they can also edit, delete, and share tasks created by themselves, but cannot select the task’s share group so that other members of the group cannot see it.

2. When Members of the group (except Guest) create a task and then select the task’s share group

* Before the task is approved

Admin and Manger can approve, edit, delete, and share all tasks.

Editor can edit and share all tasks, but can only delete tasks created by themselves.

Guest can only view the tasks.

* After the task is approved

Admin can edit, share and delete the task.

Manger can edit and share the task.

Editor and Guest can only view the task.