Getting Started

Quick Start

Get up and running with Trackberry in under 10 minutes.

2 min read

Create Your Account

Trackberry uses passwordless authentication — no passwords to remember. Here's how to get started:

  1. Visit trackberry.ag and click Get Started
  2. Enter your email address
  3. Check your inbox for a magic link
  4. Click the link to sign in — you're authenticated!

Magic links expire after 20 minutes for security. If yours has expired, simply request a new one.

Set Up Your Organization

After your first sign-in, you'll be guided through creating your organization:

  1. Choose a name — This is your company or team name (e.g., "Acme Fresh Produce")
  2. Get your slug — A URL-friendly identifier is auto-generated (e.g., acme-fresh-produce). You can customize it.
  3. You're in! — You'll be redirected to your organization dashboard

Your organization is accessible at trackberry.ag/your-slug/dashboard.

Invite Your Team

Add team members to collaborate:

  1. Navigate to Members in your organization menu
  2. Click Invite member
  3. Enter their email and choose a role:
    • Member — Can view shipments and data
    • Admin — Can manage settings, invitations, and approved senders
    • Owner — Full access including organization management
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Roles hierarchy:

Owner > Admin > Member
  │       │       │
  │       │       └── View shipments, documents, pallets
  │       └────────── + Manage settings, members, checks
  └────────────────── + Organization settings, billing

Configure Quality Checks

Set up automated rules to validate incoming shipment data:

  1. Go to Settings > Checks in your organization
  2. Enable the checks relevant to your operation
  3. Configure thresholds and rules

Checks run automatically whenever new document data is extracted.

Receive Your First Shipment

You're ready to receive your first shipment! There are two ways:

Option A: Email Integration

Forward packing lists and quality documents to your organization's email inbox. Trackberry will automatically process them.

Option B: Direct Upload

  1. Go to Shipments > New Shipment
  2. Upload your packing list (PDF, Excel, or image)
  3. Watch as Trackberry extracts pallet data automatically
  4. Review and approve

What's Next?

Tags: setup quickstart onboarding