You can only exchange documents with the companies you are connected with on the CargoX Platform. In the Contacts menu, you can see the details of those companies you are connected with. Here you can start the connection process by sending invites to connect, and you can manage your received invitations.
Info
Before sending an invitation, make sure you have your company profile filled in with all of your company’s information. This way the receiving party will receive more information about your company and it will make it easier for them to verify your authenticity and accept your request.
Note
We also strongly suggest that you first talk to your contact in the company you want to connect with on the CargoX Platform. Inform them in advance that you will invite them to the CargoX Platform. Maybe they are already on the CargoX Platform and if they give you the email of their CargoX account this will speed up the process.
Step-by-step guide to send an invitation to another company:
1
Start the invitation process
Open Contacts and click the green Invite new contact button.
2
Send an invitation to connect
-
Enter the email address of your contact at another company.
Warning
It is strongly advised to check whether the company you wish to connect with is already registered on the CargoX Platform:
• If the company is already registered, use an email address associated with an existing CargoX Platform user within that company to avoid creating duplicate records.
• If the invited user's email address is not yet registered on the CargoX Platform, they will receive an email invitation to register before they can send your company an invitation to connect.
To maintain clean records, send only one invitation per company you wish to add to your network.
- Optionally enter an invitation message that will be sent with the invitation email along with your contact details.
- Click on the green Send invitation button.
Note
You can see your sent invitations in the Contacts section, by clicking on the Sent invitations tab. If the invitation is still pending after several days, get in touch with your contact at the company you wish to connect to and kindly remind them to respond.
Success
When the invitee accepts the sent invitation, both companies see the other company in their contacts list – along with all contact details and other information.
Info
Due to security and privacy reasons, CargoX does not provide a global list of companies that use the CargoX Platform. Instead, you are building your own ecosystem, your own verified chain of trust. It is completely up to you to connect with others, as you and you alone know your customers and your business partners. This gives invitees 100% control over who they connect and transact with on the CargoX Platform. Since companies remain in absolute control over all their connections (and
can remove them at any moment), they are completely protected against the risk of trusting a 3rd party over a KYC or other ID verification process.