Add Your Team: Users, Roles, and Permissions

Access needed: Administrator access or permission to manage users, roles, or user settings.

Use the Users tab and User Roles settings to give each team member the correct Load Manager access. This article is for office users such as admins, dispatchers, sales reps, billing users, and managers. Drivers who only receive mobile dispatches are usually set up as carrier contacts or driver profiles, depending on your TMS type, rather than as office login users.

Before you create the user, decide what they need to do: create or edit loads, see pricing or profit, use reports, accounting, settings, or user management, be assigned as Dispatcher or Sales Rep, send email, or be limited to one office, their own loads, or linked profiles.

Add a User

1. Go to the Users tab and select Add New.
2. Enter the user's name, contact information, and email address.
3. Create the user's Login and Password. Each user signs in with your company code, their login name, and their password.
4. Select the user's Role and, if your company uses offices, the Office.
5. Set Active to allow the user to log in.
6. Select Save or Save & Exit.

Assign the Right Role

The Role field controls the user's access. Roles are managed under Settings >> User Roles. For example, an admin may need Settings and Users access, a dispatcher only load, carrier/driver, and dispatch access, and a billing user invoices, reports, accounting, and payment fields.

Permissions

1. Go to Settings >> User Roles and select the role.
2. Open the Permissions tab.
3. Check a permission to turn it on, or uncheck it to turn it off.
4. Watch for the SAVED message.

Some permissions grant access to a screen or action. Others are restrictions, such as hiding pricing or limiting which loads a user can see. Read the wording carefully before turning one on.

Load status editing

1. Go to Settings >> User Roles, select the role, and open the Load Status tab.
2. Check the statuses users in that role should be able to edit. Leave a status unchecked if they should be able to view loads in that status but not edit them.

Set User Defaults for Loads

• Default this User to Load SalesRep / Default this User to Load Dispatcher: Uses this user as the default Sales Rep or Dispatcher when supported by your workflow.
• Sales Commission: The user's default commission value when assigned as a sales representative.
• Assigned Load Type: Supports user-specific load status assignments when your company uses that setup.

Set Up Email for the User

If the user will send invoices, quotes, rate confirmations, dispatch reports, BOLs, or other emails from Load Manager, complete their email setup. Depending on the provider, this may use Connect with Microsoft, SMTP settings, or provider-specific app-password settings. After email is connected, send a test email, or use Verify SMTP settings when SMTP is used.

Security

• Give each person their own login. Do not share one account.
• Limit pricing, profit, accounting, settings, and user-management access to users who need it.
• Deactivate users who no longer need access instead of deleting records connected to history.
• Test major role changes with one user before applying them to a larger team.

Troubleshooting

• The user cannot log in: Confirm the user is Active and using the correct company code, login name, and password.
• The user cannot see a tab: Review the user's role and the role's menu permissions.
• The user cannot edit a load: Review load edit permissions and the role's Load Status tab.
• The user cannot see pricing or profit: Review pricing visibility permissions for the role.
• The user cannot send email: Confirm the user's email setup is complete and verified.

Related Articles

• Add and Manage Users in Load Manager
• How to Manage User Roles and Permissions
• Setting Up and Connecting Your Email in Load Manager