Association Governance Guide

Use this guide for association-level oversight of registrations, companies, and users.

1. Start From Association Dashboard

1. Open your association portal URL and sign in.
2. Confirm counters for companies, users, shipments, and cargos.
3. Use quick actions to jump to key workflows.

Step Checkpoint - Use as reference: The screenshot above (when provided) should match the state after completing these steps. - Expected result: governance metrics and pending approvals are visible. - If different: Refresh once, then use the troubleshooting guidance in this guide.

2. Process Company Registrations

1. Open Registrations.
2. Search/filter pending records.
3. Open each registration and review submitted data.
4. Approve or reject based on compliance readiness.

Step Checkpoint - Use as reference: The screenshot above (when provided) should match the state after completing these steps. - Expected result: registration status updates and audit history remain consistent. - If different: Refresh once, then use the troubleshooting guidance in this guide.

3. Manage Company Lifecycle

1. Open Companies.
2. Search by company name or registration number.
3. Review status (Active, Pending, Suspended, Rejected).
4. Apply lifecycle actions according to policy.

Step Checkpoint - Use as reference: The screenshot above (when provided) should match the state after completing these steps. - Expected result: company state updates are reflected in listing and dashboard metrics. - If different: Refresh once, then use the troubleshooting guidance in this guide.

4. Manage Association Users

1. Open Users.
2. Click Add User for new staff accounts.
3. Assign role and monitor status.
4. Update role/status as team structure changes.

Step Checkpoint - Use as reference: The screenshot above (when provided) should match the state after completing these steps. - Expected result: user roster reflects active association staff and permissions. - If different: Refresh once, then use the troubleshooting guidance in this guide.

5. Troubleshooting

• Empty lists in governance pages:
• expected in newly reset environments;
• confirm sample or production data state before escalation.
• Missing action buttons:
• verify role mapping and association permissions.

Quick Reference

• Governance menus: Dashboard, Registrations, Companies, Users
• Primary action owners: Association Admin and Association Super Admin