Manage User Permissions

In order for your team to access your company account on the portal, you will need to approve their access and provide them with permissions.

How-To Manage your Teams Permissions

1. Go to the Admin section of the portal by clicking People on the left.

2. Click the checkboxes to assign the 4 different permissions:

   1. Book - Enables Create, Edit, Cancel & View booking for the freight payer code.

   2. Check In - Enables View & Check In for bookings in your dashboard.

   3. Upload DG - Enables View & Document Upload for bookings in your dashboard.

   4. View Only - Enables View Bookings and Capacity..

      

3. Click on the edit button next to User Type to change between the 2 user types.

   1. User: Standard access to your company.

   2. Admin: Ability to assign permissions and approve other users.

4. Once you’re happy with the permissions you’ve assigned, click Save changes.

Remember: If you don’t see “People” in your menu bar, then you aren’t a company admin. Every company has at least 1 admin.

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