Office Overview

Before You Use This Article

• Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
• Use this article when: you are an admin or authorized office user adding, reviewing, or updating Load Manager users, roles, permissions, office visibility, email settings, load board credentials, or user-specific options.
• Use a different article when: you only need driver/mobile dispatch access; use Driver Web App with Mobile Dispatch. If you are choosing the full setup order for your company, start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

Use Offices in Load Manager to organize users, customers, and load activity by location, team, agency, or operating group. Offices can help keep customer and load information easier to manage when your company has more than one branch, sales group, or dispatch team.

Customers can be assigned to more than one office when your workflow needs shared access across teams.

Open the Offices List

1. Click the Users tab.
2. Click Offices in the submenu.
3. Use Search to find an existing office, or click Add New to create an office.
4. Click an office code to open and edit that office.

The offices list shows key details such as Office Code, Admin Manager, Email Id, Contact No., and Status.

You must have permission to add, edit, or delete offices before Load Manager will allow you to save changes on this screen.

Create or Edit an Office

Complete the office profile with the details your team uses for that location or group.

1. Go to Users > Offices.
2. Click Add New, or open an existing office.
3. Enter the required Office name or code.
4. Enter the Manager, Phone No., Ext., Fax No, Ext., and Email details as needed.
5. Set Active to True for offices your team should use.
6. If your company uses Truckstop office-level posting, complete the Truckstop fields and default posting option.
7. Click Save Office.

Office Fields

• Office: The office name or code. This field is required.
• Manager: The person responsible for the office, branch, or team.
• Phone No. / Ext.: The main phone number and extension for the office.
• Fax No / Ext.: The fax number and extension, if your team still uses fax.
• Email: The office email address.
• Active: Set to True when the office should be available for use. Set to False when the office should no longer be used.
• Truckstop: Select this only when this office has its own Truckstop posting credentials.
• Truckstop username and password fields: Enter the Truckstop posting credentials for the office.
• Default Posting: Use this when Truckstop posting should default for that office.

If Truckstop is selected, Load Manager requires the Truckstop UserName and Password. Load Manager also verifies the credentials when they are added or changed. If the credentials cannot be verified, Truckstop posting and default posting may be turned off for that office until valid credentials are saved.

Assign Users and Customers to an Office

After an office is created, assign users and customers from their profile screens.

• Users: Open the user profile from the Users tab and select the user's Office.
• Customers: Open the customer profile and select the office or offices that should be connected to that customer.

Office assignments help Load Manager organize records by the offices connected to the user and customer profiles used in your workflow.

Deactivate or Delete an Office

To stop using an office while keeping its history, open the office and set Active to False. This is usually the best option when the office has already been used on records.

If your permissions allow deletion, Load Manager may still prevent an office from being deleted when it is already connected to other records. In that case, make the office inactive instead.

Common Uses for Offices

• Separate physical locations, such as Chicago, Tampa, or New York.
• Separate independent agents, sales groups, or dispatch teams.
• Organize customers and users by region, department, or operating group.

Related Articles

• Add and Manage Users in Load Manager
• How to Manage User Roles and Permissions
• Deactivate a User Login
• Set Up Load Board Integrations