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 load or report 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 and Report Visibility

After linked profiles are saved, restricted Dashboard and report results can include loads assigned to the primary employee profile and loads assigned to linked employee profiles.

This applies to the Dashboard, Sales Report, Sales Detail Report, and Aging Report when the user's role limits reporting to assigned loads.

For restricted users, Load Manager uses OR logic for visibility. A load can appear when the user or a linked profile is assigned as either the Sales Rep or the Dispatcher.

For users who manually choose both Sales Rep and Dispatcher filters, the Dashboard and reports can use the AND/OR toggle to decide whether results must match both filters or either filter. This helps users compare assigned-load visibility with broader manual filter combinations without changing the user's role permissions.

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

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 Dashboard, report, or load 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 load or report result is still missing, confirm the linked profile is assigned as either the load's Sales Rep or Dispatcher.
• If a report has both Sales Rep and Dispatcher filters selected, review the report's AND/OR toggle to confirm whether the report is matching both filters or either filter.
• If the user still cannot open a load screen or report, review the user's permissions for that screen or report.
• If the user can see unrelated loads, review the user's broader load and report permissions, such as unrestricted All Loads or broader reporting access.

Related Articles

• User Tab Overview
• Reports >> Dashboard Overview
• Settings >> User Roles: Optional Permissions and Access Restrictions