Offices are used in Load Manager to group users, customers, and loads into teams or locations. Use them to control which loads and customers each user can see, or simply to organize your data by team or physical office.
Note: Customers can be assigned to more than one office, giving you flexibility in how you structure your organization.
How to Set Up an Office
- Log in to Load Manager.
- Go to the Users tab.
- Click Offices or Add Office in the submenu.
- Click Add New to create a new office.
- Fill in the office name and any relevant details.
- Click Save.
Once an office is created, assign users to it through their user profiles and assign customers through their customer profiles. Loads will automatically be associated with an office based on the customer and user profiles attached to the load.
Common Uses for Offices
- Separate physical locations (e.g., Chicago, Tampa, New York)
- Independent agent or sales rep groups who should only see their own loads and customers
- Virtual teams organized by function or region
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