Use Linked Profiles when one person's loads are split across more than one employee profile. A restricted user can then see loads assigned to their own employee profile and to the profiles linked to them, without getting unrestricted company-wide visibility.

Linked Profiles connect additional employee profiles to one primary user profile. They do not create another login, change the linked profile's permissions, or remove the primary user's restrictions. Do not use them to share logins or give a user access to unrelated employee activity.

Link a Profile to a User

You must have permission to edit user profiles, and the profile you want to link must already exist. Only link profiles that should be included in the same restricted visibility scope.

1. Go to the Users tab and open the primary user profile.
2. Find the Linked Profiles section and select the employee profile you want to link.
3. Click Link User Profile. Repeat if more than one profile should be linked.
4. Click Save.

To remove one, open the primary user profile, click the red X next to the linked profile in Linked Profiles, and click Save.

How Restricted Visibility Is Matched

When a user's role limits them to assigned loads, Load Manager checks the load's Sales Rep and Dispatcher fields. A load appears in the user's restricted results when either field matches the user's own employee profile or any profile linked to them. If neither matches, the load stays hidden.

• Primary user is the Dispatcher and another employee is the Sales Rep: visible, because the primary user matches.
• Another employee is the Dispatcher and a linked profile is the Sales Rep: visible, because the linked profile matches.
• A linked profile is the Dispatcher and the primary user is the Sales Rep: visible, because both allowed profiles match.
• Neither the primary user nor any linked profile is the Dispatcher or Sales Rep: hidden.

The same matching applies to Dashboard, Sales report, and Sales Detail report results that are restricted to assigned loads. Linked Profiles do not bypass role permissions. The user still needs access to the Dashboard, report, or load screen where the loads appear, and linking another profile will not give them access to a screen they do not already have.

Troubleshooting

• Linked profile loads are missing from a restricted Dashboard or report: Reopen the primary user profile and confirm the linked profile is still listed in Linked Profiles.
• The linked profile is listed but the user cannot open a load screen or report: Review the user's role permissions for that screen or report.
• The user can see unrelated loads: Review the user's broader load permissions, such as unrestricted All Loads access.

Related Articles

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