MIGRATED FUNCTIONALITIES TO THE MY NAVIS ACCOUNT (NAVIS COMPANY SERVICE/NCS)

1. Terminal creation (for Navis Admin)

2. User and role management

3. Reference data management

4. API key management

You can see the migrated functionalities by clicking on the BWM waffle menu>Company Service.

Terminal creation (for Navis Admin)

Creating terminal - navigate to My Navis Account>Account Manager

Fill in the required fields in the DETAILS tab
Assign the BWM app in the APPS&FEATURES tab
Assign the privileges (features) based on the contract and engagement

User and role management

Creating roles - navigate to My Navis Account>Access Manager>Role Manager

Click the ADD ROLE button
Fill in the Name and Description fields in the Add Role form
Select the privileges/features applicable to the role
Click the SAVE button

The following are the privileges/features that can be assigned to the BWM users by the Navis Admin.

Creating terminal, carrier, and external users - navigate to My Navis Account>Access Manager>Member Manager

1. Click on the INVITE MEMBER button

2. Enter the email address of the new member or click on the hamburger + in the upper right corner of the New Member Invitation form to display the Bulk Import Members form.

3. Select role from the dropdown

4. Check the Send invitation email and click on the INVITE button

Note: The user details and email address should be based on the email domains provided in the organization.

Note: You must create external users like how you create direct terminal users. The only difference is that you assign a limited set of privileges to the external users. The external users must have the new privilege ‘External User Role’. The terminal users must not have the privilege 'External User Role'.

Inviting members- navigate to My Navis Account>Access Manager>Member Manager

Inviting members can be done in three ways:

1. Invite members through the invitation link

2. Invite guests through access code

3. Invite members through access link

Note: Please refer to the My Navis Account-Quick Start Guide for detailed information regarding inviting members.

Reference data management

Terminal users now have full control over the terminal’s reference data which includes ships, barges, carriers, and carrier services.

Creating vessels/ships - My Navis Account>Vessel Master Data>Ships

Take note of the following steps to create vessels and barges:

To create vessels,

Navigate to My Navis Account>Vessel Master Data>Ships
Click the “+”
Enter the required vessel details-Vessel Name and IMO number
Click on the ADD SHIP button
Enter the required vessel detail-Length Over All (LOA)

5.a. Click on the IMO Number of the newly created vessel

5.b. Navigate to SHIP BASE DATA tab>Hull Details

5.c. Click on the EDIT button and enter the LOA value

5.d. Click on the SAVE button

To create barges,

Navigate to My Navis Account>Vessel Master Data>Ships
Click the “+”
Enter the required vessel detail-Vessel Name
Click on Add other identifiers
Enter the required vessel detail-Custom ID
Click on the ADD SHIP button
Enter the required vessel details-Ship Type and LOA

7.a. Click on the Custom ID of the newly created ship

7.b. Navigate to SHIP BASE DATA>General

7.c. Select Barge under Ship Type

7.d. Navigate to Hull Details and enter the LOA value

7.e. Click on the SAVE button

Creating carrier services - My Navis Account>Carrier Services

Click on the ADD SERVICE button
Enter the service details in the Add Carrier Service form
Click on the SAVE button

Managing carriers - navigate to My Navis Account>Carriers>Add Carrier

Note: When you create a carrier, enter the Line Operator Id found in N4 Line Operators view in the Code field shown above.

API key management

Creating API key - My Navis Account>Access Manager>API Key Manager

Note: You must enter the API key in the Data Value 4 field in the N4 Edit General Reference Entry form. Please contact Navis for entries to the Data Value 2 (client ID) and Data Value 3 (client secret) fields.

Here’s a sample: