Linked Profiles for Restricted Visibility

Linked Profiles for Restricted Visibility

Use Linked Profiles when one person's loads are split across more than one employee profile in Load Manager. This lets a restricted user see loads assigned to their own employee profile and loads assigned to the employee profiles linked to them, without giving them unrestricted company-wide visibility.

What Linked Profiles Do

Linked Profiles connect additional employee profiles to one primary user profile. When restricted employee-profile visibility is applied, Load Manager can treat loads assigned to the linked profiles as allowed loads for the primary user.

Linked Profiles do not create another login, change the linked profile's permissions, or remove the primary user's restrictions. They only tell Load Manager which employee profiles should be included together for that user's restricted visibility.

When to Use Linked Profiles

  • Use Linked Profiles when one person works under more than one employee profile.
  • Use Linked Profiles when a restricted user needs allowed load visibility to include a related house, shared, or secondary profile.
  • Do not use Linked Profiles to share logins or give a user access to unrelated employee activity.

Before You Start

  • You must have permission to edit user profiles.
  • The employee profile you want to link must already exist in Load Manager.
  • Only link profiles that should be included in the same restricted visibility scope.

Link a Profile to a User

  1. Go to the Users tab.
  2. Open the primary user profile.
  3. Find the Linked Profiles section.
  4. Select the employee profile you want to link.
  5. Click Link User Profile.
  6. Repeat these steps if more than one profile should be linked.
  7. Click Save.

Dashboard Visibility

After the linked profiles are saved, open the Dashboard as the restricted user or review the restricted user's dashboard view. Dashboard totals can include loads assigned to the primary employee profile and loads assigned to the linked employee profiles.

The linked profiles can also appear in the Dashboard filters for that restricted user. This helps the user review dashboard totals for the complete set of employee profiles they are allowed to see.

Dashboard grouped by customer showing linked profile loads in totals

Load Screen Visibility

Linked Profiles can allow a restricted user to see loads assigned to their own employee profile and to employee profiles linked to their user account.

Linked Profiles do not give the user access to new load screens. The user must already have permission to open the load screen, report, or workflow where those loads appear.

For example, if a restricted user has access to a load list, that list can include loads assigned to the user's own profile plus loads assigned to linked employee profiles. If the user does not have access to a certain load screen, linking another profile will not give them access to that screen.

Remove a Linked Profile

  1. Go to the Users tab.
  2. Open the primary user profile.
  3. Find the Linked Profiles section.
  4. Click the red X next to the linked profile.
  5. Click Save.

Troubleshooting

  • If a linked profile's loads are missing from a restricted view, reopen the primary user profile and confirm the linked profile is still listed in the Linked Profiles section.
  • If the linked profile is listed but the user still cannot open a load screen, review the user's permissions for that load screen.
  • If the user can see unrelated loads, review the user's broader load screen permissions, such as All Loads access.

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