USERS >> Office Overview

USERS >> Office Overview

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

  1. Log in to Load Manager.
  2. Go to the Users tab.
  3. Click Offices or Add Office in the submenu.
  4. Click Add New to create a new office.
  5. Fill in the office name and any relevant details.
  6. 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

Related Articles

    • Related Articles

    • User Tab Overview

      With Load Manager, you can create and manage individual user profiles for everyone who accesses the platform. Use the User Tab to set up contact information, email settings, permissions, load board integrations, and more. To access the User Tab, go ...

    • Header & Menu Bar: Overview

      Load Manager is designed to have a Menu Bar and your Company Logo at the top of your screen. Here is an overview of what you will see: 1. Company Logo At the center top of your screen will appear your company logo. To upload your logo go to Settings ...

    • Load Screen Overview

      This article provides a field-by-field overview of the Load Screen — the central workspace for creating and managing loads in Load Manager. Note: The load statuses shown in this article reflect the system defaults. Your organization may use ...

    • How to prevent users from editing Loads with a specific Load Status

      Settings/Roles/Load Status Overview This allows you to control what load status's a User Role can edit. However this setting does not apply unless security setting 5013 is turned on for this role. Description: The first this you must do is click on ...

    • Reports >> Dashboard Overview

       Keep track of your business performance at a glance with Load Manager Dashboard feature.  To access Dashboard go to the Reports tab in your Load Manager TMS system  and click on Dashboard. Customize your Dashboard Options:    Provide  your team a ...