Setting up Users Profiles: Email, Load boards, Permissions, Roles, and Workflow Tutorial
Hello friends, you will learn how to efficiently organize your team with Load Manager user roles and profiles in this video. Setting permissions and workflow for each user is simple, with our user feature available on all our Load Manager TMS subscriptions
TMS SOFTWARE FOR FREIGHT BROKERS, CARRIERS, DRIVERS, SHIPPERS, FREIGHT AGENTS & DISPATCH SERVICES COMPANIES.
Load Manager has created an end-to-end solution for the logistics industry. Including Load management, Bill of Lading (BOL), Load Tender, Carrier Rate Confirmation, Sales Rep Commissions, Freight Broker Office Management, and Fleet Maintenance. Live GPS Load Location Tracking, Accounting Software, Carrier Due Diligence with Liability and Insurance info, Carrier Onboarding, Customer Portal, Public Corporate Load Board, White Label Branding, Profitability Reports, Customized API Integrations, Electronic Data Interchange - EDI 204, EDI 212, EDI 210, EDI 214 forms, Load Import/Export, Quick Books Integration, Microsoft Dynamic Integration, Customized Accounting Integration, DAT Load Board Posting, TruckStop Load Board Posting, SaferWatch Integration, MyCarrier Packets Integration, MacroPoint Integration, PC Miler Integration, Pro Miles Integration.
We also partner with Freight Broker Training organizations. Some of them specialize in Dispatch Services training and support.
00:00 Introduction
00:13 What you can do with Users
00:51 How to create a user login
01:13 Connect the user's business email
01:59 I need help with connecting my email
02:28 How to end Email directly from your TMS
03:00 How to quickly email Rate Cons, Invoices, Quotes, and Reports
03:23 How to add an Email Signature
03:45 Default a user as a Dispather or Sales Rep
04:03 Assign a username and password for a User
04:24 User Roles: Permissions you can customize
06:01 How to use offices to organize your teams
07:13 Use offices to restrict who can see what loads, customers, and carriers
07:44 Filter by Offices for easy management of teams
08:00 How to set the My Loads workflow for each user
11:37 Load Boards: Post loads to DAT, Truckstop, Direct Freight, and more directly from your TMS
14:36 Upload your User personnel file to your TMS
CONTACT US
https://www.loadmanager.com/
Load Manager Inc.
100 Ashley Drive South
Suite 600,
Tampa, FL 33602
#TMSSoftware #FreightBrokerSoftware #TruckingDispatchSoftware #DispatchServicesSoftware #Carrier Packets #CarrierOnboarding