Share Links and Loader mode

How to create, protect, change, and revoke a Share Link, what each permission lets a visitor do, and how loaders tick off loading steps on a Loader Link.

A Share Link is a public address for one Load Plan. The warehouse, a driver, or a customer opens it without an account and sees the checklist, the 3D view of each Unit, and the Loading Report. Nobody who opens a link can change the Load Plan. They cannot move placements, calculate, edit Cargo Lines, or open the libraries.

A link has one permission.

Create a Share Link

1. Calculate the Load Plan. A plan that has not been calculated cannot be shared.
2. Open Share & export in the page header and choose Share link….
3. Under Permission, choose View only or Loader.
4. To set an expiry, a passcode, or hide the steps, open Link options. See the sections below.
5. Choose Create link.
6. Copy the address. Cargo Marshal shows it only once, because it stores no copy of it. If you lose it, use Get a new address on the link’s row.

Choose Link + dock sheet instead of Create link to also download a dock sheet, one printable page per Unit with a QR code that opens the link. The new address also offers Download dock sheet.

Expiry

Under Link options, Expires can be No expiry, In 1 day, In 7 days, In 30 days, or a Custom date. An expired link shows the same unavailable page as a revoked one. Choose Remove expiry in the row actions to make an expired or expiring link open again.

Link Passcode

A Link Passcode keeps out anyone who only has the address. It is one shared secret for the link, not a login per person: every visitor types the same value and Cargo Marshal cannot tell visitors apart. Type one under Passcode (optional) in Link options. It needs 4 to 64 characters, and spaces count.

A visitor sees a Passcode required page and types the passcode before anything about the plan loads. After a correct entry the browser stays unlocked for 12 hours. After too many wrong entries, the page asks the visitor to wait.

To add, change, or remove a Link Passcode later, expand the link’s row in the Links list and choose Add passcode, Change passcode, or Remove passcode. A new or removed Link Passcode ends every unlock. A new one locks the link for everyone who had unlocked it, so they enter it again. Cargo Marshal stores only a hash of the passcode, so you cannot read it back. Set a new one if you forget it. Removing a passcode needs a plan that includes Share Links.

Manage a link

The Links list in the share dialog shows every link of the plan with its permission, status (Active, Off, or Expired), expiry, and a Passcode badge. Open a row’s actions to:

• Change permission between View only, Loader, and Off. Lowering the permission works on every plan. Raising it needs a plan that includes Share Links.
• Turn Show step-by-step loading on or off.
• Remove expiry.
• Get a new address. The old address stops working at once, so everyone you sent it to needs the new one.
• Revoke. Choose it twice to confirm. A revoked link is deleted and cannot be brought back. To stop a link for now and reopen it later, set it to Off instead.

What a visitor sees

The page opens with a bar that shows your organization’s logo or initials and name, the permission (View only or Loader), an Out of date badge when the cargo changed after the last Calculate, and the date the link is available until. Below it are:

• the Project and Load Plan name and a summary: shipment, destination, containers or trucks, pieces, and cargo weight,
• the 3D view of each Unit,
• the checklist and, when the link shows them, the step-by-step loading,
• View report and Download loading report, and the manifest as CSV or Excel at the foot. See The Loading Report.

The visitor does not see unit prices or the objective of the plan. A link that is off, expired, revoked, or no longer allowed by your plan shows This share link is not available, and the page never says which of these applies.

The visitor sees the saved arrangement. After you change the cargo or the equipment and before you Recalculate, the page shows the old result with an Out of date notice.

Loader mode

A loader opens a Loader Link on a phone at the vehicle. The link always shows the loading steps.

1. Open the link and enter the passcode if there is one.
2. Choose Start guided loading. The Loading mode opens at the first step that is not done.
3. Read the picture and the instruction. For example, “Place 4 × Euro pallet”, the position from the front wall, and the orientation.
4. Load that step, then choose Done, next step. Back and Next step move through the steps without changing a tick. On the last step the button reads Done, finish.

A progress bar shows how many steps are done. The header shows whether the tick is Saving… or Saved. Each tick is saved for the plan, so a reload keeps them, and a second phone with a Loader Link starts where the first one stopped. If two people tick or untick the same step, the later tap wins.

The office sees the same ticks in the Loading steps tab of the Load Plan and can tick there too. While you have unsaved changes to the arrangement, that tab ticks only in your browser, because the warehouse is loading the saved plan.

On a View only link, the page tells the visitor that ticks stay on the device and clear on reload, and to ask the sender for a Loader link if they should be saved.

Ticks follow the cargo

A tick belongs to a step and to every step before it in its Unit. If a recalculation or an edit changes step 12, steps 1 to 11 keep their ticks and step 12 and the later steps start unticked. Renaming a Cargo Line, changing a colour, or locking a piece changes no tick. Edits in another Unit leave this Unit’s ticks alone.

Hide the steps

Turn off Show step-by-step loading for a link to hide the steps and the placement list on its page, and to leave the step pages, step images, and loading step column out of the report and CSV that the visitor downloads. A Loader Link cannot hide them. The setting changes what the page shows. The report and CSV still list the cargo in loading order, so it does not keep the order secret.

Revoke access

To end a Loader Link’s ticking at once, change its permission to View only or Off. To end the link, revoke it.