Help center

Initial Platform Setup

Learn how to set up your HarborMetric account, configure your organization, and invite team members.

First Week Checklist

A guided walkthrough of critical setup steps: data connections, dashboard configuration, and user role definition.

Data Onboarding Process

Step-by-step guide to connecting your ERP, TMS, and carrier systems to HarborMetric.

Role-Based Access Control

Define what different team members can see and do in HarborMetric based on their role.

Integrating Your TMS

Connect transportation management systems to sync shipment data in real time.

Connecting Warehouse Systems

Link your WMS or warehouse management software for dock and inventory visibility.

Carrier Data Integration

Import carrier performance data, tracking events, and status updates.

API Reference

Technical documentation for building custom integrations and data connections.

Setting Up Exception Rules

Configure which events trigger alerts and how they are routed to your team.

Exception Severity Levels

Understand how HarborMetric prioritizes exceptions and when escalation happens.

Notification Preferences

Configure email, SMS, and in-app notification settings for your team.

Triage and Resolution Workflows

Best practices for managing exception resolution and tracking closure.

Managing Team Members

Add, remove, and manage access for your team members and external stakeholders.

Single Sign-On (SSO)

Set up SAML or OAuth integration with your identity provider.

Account Recovery & Support

Password reset, two-factor authentication, and account recovery options.

Audit Logs

Review user activity, data changes, and system events for compliance and auditing.

Pre-Built Reports

Overview of standard operational, carrier, and financial reports.

Custom Report Builder

Create custom reports and dashboards tailored to your KPIs.

Report Scheduling & Delivery

Automate report generation and email delivery to stakeholders.

Data Export

Export data to CSV, Excel, or connect to BI tools like Tableau or Power BI.

Subscription Plans

Understanding tiers, pricing, and feature availability.

Invoice & Payment

How to access invoices, modify payment methods, and manage billing.

Volume Pricing

Information about discounts for large networks and high-volume usage.

Contract & Renewal

Managing your contract terms and renewal process.