General

Add new agent organisations and manage the permissions and users via Organisation settings easily!

Accessing the Agent organisations tab requires Admin rights

Add agent organisation

When you want to add a new agent organisation first open Contacts from the left side navigation panel. Select the Groups tab and add a new one by clicking the +button on the upright corner. Name the company and Save. If you want to add representatives to the company add their details in the Contacts tab and assign the added group.




Open Agent organisations tab under Organisation settings and start adding a new one by clicking the +button on the upright corner. Select the previously added company from the drop-down menu and choose a representative if you want. Determine if the organisation users should be able to create vessels and whether these new or edited vessels should be automatically confirmed or not using the toggle switches. If you would like the agent's to receive reminders about upcoming reservations via email you can set how many days in advance these should go out in the Reminder for reservation section. You can also determine the app language for the agent organisation users from the given options!

If vessel changes are not set to be automatically confirmed port will be shown in the reservation details that the vessel has been modified or added by the reserving agent and is asked to review the vessel information in vessel library

In the Berth access section add the berths you want to have available for the agent organisation. First click on the +button and select a berth from the drop down menu. If you want the agents in that organisation to be able to add reservations which will be processed by the port select Can write option. If you would like to allow booking without separate approval from the port you can choose Auto approve and the booking will get confirmed automatically after adding. If you leave both options unselected the agents will only be able to view the berth in question! You can also set a number of meters as Allowed vessel extra length for a berth. Once you are done setting the permissions click Save.




Access can also be determined by Port section. Port sections can be added via Organisation settings under Locations by importing or drawing an area directly on the map. To allow the agents in the organisation to make bookings to port sections instead of berths click on the +button and select the port sections wanted and Save. When the reservation is made to a port section it's up to the port to select a berth for it in the processing phase.

Invite agents

To invite agents to use Community open Users under User management. Select Invite user section and type in the email address of the agent. In the Access to agent organisation section select an organisation from the drop down menu and click Send invitation. The permissions set for the agent organisation will determine which berths or port sections the agent has access to when logging in to Community after registering. If you would like to invite the agent to also have access to the port side of GISGRO in addition to Community, you can select the Grant access also to this organisation option and choose a suitable user group to determine what data and features are available.

If the agent is a part of multiple organisations you can grant access to more than one agent organisation by clicking on the pen icon in the Users list
If you want to allow a user already invited to port side of GISGRO to have access to an agent organisation just use the same pen icon, choose the organisation and Confirm

Manage agents & agent organisations

You can remove agents access to Community from the Users list by clicking on the trash can icon. You get the same result also by removing access to all selected agent organisations if the agent isn't a part of any GISGRO usergroup on the port side.

If you invite an agent who has previously had access to Community they don't need to register again but can just use the same log in credentials

You can edit agent organisations under Organisation settings. Just open one from the list by clicking and update the details and settings. Remove access to berths or port sections by clicking on the trash can icon. If you want to edit the name of the linked company you can do this via Contacts and Groups.

Updated on: 21/03/2025