User Tab Overview

User Tab Overview



With Load Manager TMS you have the ability to create user profiles for each person who accesses Load Manager:
  1. Create each user profile with individualized contact information, email, and signature options.   
  2. Assign permissions and functions for each user with our Roles and Office Features.    
  3. Customize the My Load screen for a better workflow.  
  4. Manage integrated Load Boards Posting access.  
To access this feature go to USERS >> Add New/Add User or select the user you wish to modify from the All Users list.


The User Information Page can be divided into 6 sections:
  1. User Fie Cabinet and Document Email Feature
  2. Basic Information
  3. E-mail
  4. Credentials, Roles, and Permissions 
  5. My Loads Screen Customization
  6. Load Board Integrations
1. User File Cabinet and Document Email Feature


Once a User is saved you will see an Attach Files option located on the upper left of the page.    Click on the paper clip to pull up the User's File Cabinet.  Here you can upload new documents and images directly to the User Profile or view previously uploaded files.  Load Manager supports most major image and document types. 

Note: If you had previously uploaded files marked Users in the File Cabinet in the SETTINGS >> CONFIGURATION OPTIONS page they will appear here as well. 

Click on the Email Doc button to send emails to the users whose profile you are currently accessing.  Attach any uploaded document or image file(s) to send with your email. 

2. Basic User information

Place the user's basic information here.  Note you must put in a User Name and Address when creating a new user. 
Click Save to save any changes made here. 

3. User Email - Check out the article How to Set Up Email

Enter the email you want this User to use when sending out an email through Load Manager. 
Note: You must have an email set up to use the email features in Load Manager.  Sometimes setting up the email can be tricky because if one field is wrong it will not work, but we encourage you to keep at it and to contact us, your Load Manager Support Team, for assistance if needed. 

Here is a look at the fields that must be filled out to connect the user's email address to Load Manager.


  • Email* –  your email address.
  • STMP Server address – the server your email uses to send email.  There is a list below of common SMTP servers for common email providers.  This can also be found using a simple google search.  Example: “what are Gmail STMP settings?”  A search like this should give you your SMTP server address and your SMTP port.
  • SMTP user name – your email address.
  • SMTP password – this is the password to your email address as if you were trying to log in to your email.
  • SMTP port – this is either 465 or 587 depending on your email provider.
  • Use TLS or use SSL – your email uses either TLS or SSL email protocol.  You should be able to find the right choice with a Google search.

Once the above fields are entered, check Verify SMTP Settings and click Save.  A notice will appear at the top of the page:
SMTP Settings are Valid - Your email successfully linked to Load Manager.
SMTP Settings are not Valid - Something went wrong, your email was not linked to Load Manager.  

For an in-depth look at setting up a user email along with SMTP settings for the most common providers check out the how-to How to Set Up Email

4. Credentials, Roles, and Permissions 

Each User Profile will need a unique Login (Username) and Password.  These credentials along with your Company Code are what each User uses to access the TMS system.  Try picking something that your user will remember but has a password that will hard for others to guess. 

Next: Select the User's Role.  The Role selected will determine the user's permissions and functions with the TMS platform.  Choose from:


Select the User's Office.  For the How-To on how to set up Offices click here

Note:  Offices can be used to organize your data (user, customers, loads, etc) by your physical offices that you have in different locations, but they can also be used for virtual offices like "Scott" or "TEAM A" to not only organize data but also manage what data your sales representatives and dispatchers can access.

5) My Loads Screen Customization

My Loads tab can be customized by Status for each user to optimize workflow and visibility of relevant loads.  Select the statuses you want to appear on the My Loads screen for this user.  Select more than one status to appear by holding down the control (CTRL) button on your computer.

6) Load Board Integrations


Load Manager integrates with several independent Loads Boards like DAT and Truck Stop.  This feature enables you to post loads directly from Load Manager to your load board account.  (Load Manager has to have a load board's permission to post so make sure that your settings in your load board account are enabled.  For example: For 123 Load Board- Go to your 123 Load Board account and turn on the Connexion Settings.)

In Load Manager, select the load board you want the user to have permission to post to. by marking the check box next to the load board's name. 

Next, enter in your credential information for that load board. 

Click Save,  A message will appear on your screen letting you know if the setup was successful.  










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