Best Practices & Common Issues

Last updated: May 8, 2026

Best Practices

  • Plan your UAG structure first: Create and organize your User Access Groups with appropriate tags and features before inviting users

  • Use descriptive UAG names: Name groups clearly (e.g., "Europe Operations Team" instead of "Group1") so they're easy to identify. Want to make your life easier? Maintain consistency across your organization!

    • Example: QA_Temperature_Release, US_West_Operations

  • Start with fewer, broader groups: Begin with regional or functional groups before creating highly specific ones

  • Review Admin vs Member differences: Remember Admins see all data regardless of tags, but feature access applies equally to all roles

  • Document your UAG strategy: Keep notes about which UAGs, tags, and features should be assigned for different job roles

🔧 Feature toggle best practices:

  • Enable features progressively: Start with essential features enabled, add advanced features as users become familiar with the platform

  • Match features to user needs: Don't enable features users won't use - it simplifies their interface and reduces confusion

  • Use UAGs for phased rollouts: Create a "Beta Users" UAG with new features enabled before rolling out to the entire organization

  • Consider feature dependencies: Some workflows require multiple features (e.g., full shipment lifecycle needs Command Center + Temperature Release)

  • Test feature combinations: Verify workflows work correctly with your specific combination of enabled features

📊 Tag management best practices:

  • Keep tag taxonomy simple: Use clear, hierarchical tags (e.g., Region > Country > City) rather than overlapping categories

  • Tag at appropriate granularity: Tag shipments at the level users need to see them (customer-level, region-level, or lane-level)

  • Avoid too many tags per UAG: Users in UAGs with many tags may see more data than they need - keep groups focused

  • Review tag usage regularly: Check which tags are actually being used on shipments and adjust UAG configurations accordingly

🔍 Search tips:

  • UAG search is case-insensitive - type "kentucky" to find "Kentucky Lane Viewers"

  • Search matches partial names - type "lane" to see all lane-related groups

  • Search updates results as you type for quick filtering

📧 Email entry tips:

  • Copy-paste email lists directly from spreadsheets or other tools

  • Mix comma and space separators - system handles both formats

  • Remove duplicate entries before sending (system prevents them automatically)

  • Invalid email formats are rejected immediately with clear error messages

Common Issues & Fixes

User can’t see data

  • Check group tags

  • Ensure data is tagged correctly

User sees too much data

  • Check all groups the user belongs to

  • Remove unnecessary group memberships

User can’t access features

  • Verify at least one group has the feature enabled

Cannot create group

  • Enable at least one feature

Tags not working

  • Ensure tags match exactly between:

    • User Access Group

    • Data (shipments, lanes, etc.)