Welcome! Let us show you around Octopi with this 15-minute video tour of the application. You'll learn where to find the essential tools and features to operate at your terminal with Octopi.
Use the chapters menu in the video player to navigate to specific sections of the video.
Scroll down below the video for links to helpful guides and key points referenced in the video.
Watch a video
Note: The interface and available options in your organization's account may appear slightly different than this video recording. This depends on your configuration, enabled permissions, and any recent updates to the appearance of Octopi.
The Welcome to Octopi video gives a general overview of onboarding configurations, operational pages and admin settings.
Listed below are selected guides that offer a more detailed look at the process and pages mentioned in the video. We encourage you further explore the Knowledge Base to learn more about Octopi.
The Main Menu
Once you've signed up and logged in you’ll have access to the tools you need to perform operations, gain insights with analytics, and review invoices. All of these pages are accessed through the Main Menu.
The Main Menu won’t look the same for every user. The availability of menu items and the pages within them, is controlled by enabling and disabling permissions in a user’s role. Administrators at the terminal are able to manage how permissions are configured and which role is applied to a user.
For example, an admin’s menu may have more menu items available than a gate clerk who will only require access to gate related features. A third-party consignee will only be able to access their own invoices through the Payment Portal. Additionally, if your terminal doesn’t have certain operations, such as rails or vessel operations, then you may not see that menu item
Octopi was designed to give each user the ability to securely access the tools they need to perform their job.
Main Menu Items (Full List)
Top Level Menu Item
Menu Panel Item (Sub-menu)
|DASHBOARD||No menu panel.|
|Bills of Lading|
|VOYAGES||No menu panel.|
|Gate Out To Consignee|
Internal Gate Move
|Truck Gate In|
|Truck Gate Out|
|New Dock Receipt|
Container Transfer In
Container Transfer Out
|Send to Berth|
|Receive from Berth|
General Cargo Deliveries
Rail Car Types
Full Stripping Only
Partial Stripping Only
Full Stripping & Stuffing
Partial Stripping & Stuffing
|MOVEMENTS||No menu panel.|
|EQUIPMENT||No menu panel.|
Reefer Pre-Trip Inspection
|REPORTS||No menu panel.|
|QUEUES||Work Queues (All)|
|New Work Queue Item|
|Terminals (Active Section)|
|Cargo (Active Section)|
|Warehouses (Active Section)|
|Vessels (Active Section)|
|Train Visit (Active Section)|
Berth Request Forms
|Equipment Damage Templates|
|Discharge and Load List Importers|
Packing Material Types
|Rail Car Types|
|Scheduled Reports Logs|
Tally Downtime Options
Voyage Event Types
Work Queue Lift Types
The Top Menu Bar
The top menu bar in Octopi displays for all users no matter what page they are viewing and it also contains useful tools.
Top menu bar features
|Octopi logo||The Octopi logo will display in the upper left corner. You can click this to return to the Dashboard or the page that displays first when you login.|
|Organization Name or Custom Company Logo||
Your organization name will display here by default. You can replace the text version of your organization name to instead display your company's logo image.
Upload the custom logo image file in the Organization Settings under the Logo (Web) tab.
|Global Search Field||Quickly search for container numbers, general cargo good descriptions, bills of lading, or booking numbers|
|In-app Notifications (Bell Icon)||Click the Bell Icon to view new or unread in-app notifications from Octopi. If a red dot display on the Bell Icon, there is a new notification that you haven't seen yet.|
|Help||Click the Help link to access the Octopi Knowledge Base, where you are currently viewing this. Here you can search for more helpful guides and videos, or contact the Customer Success Team.|
|User Name (Profile)||
Click your user name in the upper right corner to access your user Profile Settings, Logout, or if you are a member of multiple organizations, switch to another organization account.
Under Profile you can update your email address, password, name, preferred language, and work location
At the top of most pages in Octopi you will find navigation breadcrumbs to quickly take you back to the previous or nested page. These will commonly be formatted as: Index page name / Show page name / Current page name.
Breadcrumbs display the path you have taken to reach the current page you are viewing and are designed to help you navigate Octopi more efficiently.