Settings
Configure system preferences, user permissions, and other key system settings.
Shippers
Create User in Shipper Account
Step 1 Click on the gear icon then select Shippers Step 2 Select an Account Step 3 In Users tab, click + New User Step 4 Enter details in User Information...
Create Shipper Account
Step 1 Click on the gear icon then select Shippers Step 2 Click + New Account Step 3 Create a Shipper Name (Account Name)...
Users
Update User’s Access Rights
Step 1 Click on the gear icon and select Users Step 2 Search for the user name and select/click Step 3 Go to Account...
Reset Your Own Password
Step 1 From the Login Page, click Forgot Password Step 2 Enter your email address then click Reset Password Step 3 A confirmation message will appear stating that...
Reset User’s Password
Step 1 Click on the gear icon and select Users Step 2 Search for the user name and select/click Step 3 Go to Account Security tab and...
Deactivate User
Step 1 Click on the gear icon and select Users Step 2 Search for the user name and select/click Step 3 Select Disabled then Save
Create User
Step 1 Click on the gear icon and select Users Step 2 Click + New User Step 3 Enter details in User Information - Type,...
Vendors
Carriers
Create Driver Account
Step 1 Click the gear icon then select Carriers Step 2 Click on the Carrier Name Step 3 In Users tab, click + New User...
Disable a Driver Accounts
Step 1 Click the gear icon then select Carriers Step 2 Click on the Carrier Name Step 3 In Users tab, click the User Name...
Create Carrier Account
Step 1 Click the gear icon then select Carriers Step 2 Click + New Carrier Step 3 Enter the required information then...
Regions
Create Driver Account
Step 1 Click the gear icon then select Carriers Step 2 Click on the Carrier Name Step 3 In Users tab, click + New User...
Disable a Driver Accounts
Step 1 Click the gear icon then select Carriers Step 2 Click on the Carrier Name Step 3 In Users tab, click the User Name...
Create Carrier Account
Step 1 Click the gear icon then select Carriers Step 2 Click + New Carrier Step 3 Enter the required information then...
Partners
Pricing, Accessorials & Calculator
Individual User Notifications
Step 1 Click on the gear icon and select Users Step 2 Search for the user name and select/click Step 3 Go to Notifications tab...
Notifications
Using the Delivery Calculator
Step 1 Click on Calculator Step 2 Enter the following: Shipper name (if you are a licensee/operator) Pickup From - enter the Zip...
Set Pricing by Weight
Step 1 Click on the gear icon then select Shippers Step 2 Click + New Account Step 3 Create a Shipper Name (Account Name)...
Set Pricing by Percentage of Invoice
Step 1 Click on the gear icon then select Shippers Step 2 Click + New Account Step 3 Create a Shipper Name...
Set Fuel Surcharge Rate to Orders
Option 1 - All Accounts with the same Fuel Surcharge Step 1 Open the Shipper’s Account and Pricing Set Step...
Set Fuel Surcharge Rate Globally
Step 1 Click the gear icon and select Config Step 2 On Advanced tab, enter the Fuel Surcharge % then Save Step 3 Apply Fuel Surcharge...