If you’re a manning agent working with clients in the shipping industry there are a number of useful features on our website which you may not know about. If you’ve already discovered them and make full use of them, great. Maybe you’ve seen them but not really known what they are, or maybe this is a complete revelation to you.
If it’s either of the last two, read on as we reveal all!
All of these features and functions can be found under the Settings header. To get started, log in to your account at martide.com and click on your profile picture in the top right corner. You’ll see a drop down menu - choose Settings:
(If you need help logging in and getting started, check out this guide here.)
You’ll then see four options: Company Profile, Teammates, Candidate Pools and API Credentials. What follows is a brief introduction to each.
Company Profile
This is where you can enter your details into the system so shipowners and seafarers know who you are. To do that, click on Company Profile and you will see a page that looks like this:
Personalize your account by uploading a profile picture or company logo and then entering your company’s name, URL (the website address/link) and a description of what your company does and who you work with. You can make this as short and sweet or as detailed as you like.
Scroll down the page and you’ll see boxes to add your company address, phone number, billing info, and shipping info. You can add multiple addresses, phone numbers and billing info if you need to. You can then upload your company’s documents and certifications.
Users
This is where you get to share your workload by inviting your coworkers to create an account! This is a handy feature if you want more than one person, or indeed, your entire HR team to have access to your maritime recruitment processes. You can, of course, also give them administrative rights to the backend of the platform.
Click on Users and you will see a page that looks like this:
On this page you can look for existing users in the search bar at the top - useful if you have a lot of team mates. You can view, and also edit, their information. If you want to add a new user / coworker to use the platform you can send them an invite by clicking the blue Add button.
And you can also see pending users who have not yet accepted the invitation to join - send them a gentle nudge and remind them by clicking the Resend Invite button!
How to invite a new teammate:
- Click the Add button on the top left.
- You will see the page pictured below.
- Enter the user’s name and email address and click Send Invitation to let them know you want them to join you.
Candidate Pools
This feature helps you get more organized by allowing you to create groups that contain specific candidates of your choosing. Click on Candidate Pools and you will see this page:
This is where you can see, edit or delete your current Candidate Pools and create a new Candidate Pool. To create a new Candidate Pool click the blue Add button. You will see a page that looks like this:
All you need to do is to choose a name for your candidate pool and then select the candidates in the drop down menu from your database who you want to add to it. You can add as many candidates as you like to each pool. You can also add as many pools as you like.
API Credentials
Use API Credentials to communicate with developers and give them access to your systems. Click on API Credentials and you will see this page:
Here you can create an API token by clicking the blue Generate API Token button - it will then appear in the box above. Copy the token by clicking the blue Copy Access Token button and either add the code to your program or app yourself - or send it to your developer. Easy!
We hope you’ve found this guide to using some of the extra features for manning agents helpful but if you have any questions don’t hesitate to contact your Key Account Manager or email us at [email protected]
