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 to Users >> Add New to create a user, or select an existing user from the All Users list.
User Profile Sections
1. User File Cabinet and Document Email
Once a user is saved, a file cabinet icon appears at the top left of the profile. Use it to upload and manage documents associated with that user. Click Email Doc to send uploaded files to the user by email.
2. Basic Information
Enter the user's name, address, and contact details. A username and address are required when creating a new user. Click Save after making changes.
3. Email Setup
Enter the email settings that allow this user to send documents from Load Manager. The following fields are required:
- Email: The user's email address.
- SMTP Server Address: The outgoing mail server for the user's email provider.
- SMTP Username: The user's email address.
- SMTP Password: For Gmail and Outlook, this must be an App Password — not the user's regular login password. See Set Up Email for provider-specific instructions.
- SMTP Port: 465 or 587 depending on the provider.
- TLS or SSL: Select the protocol used by the email provider.
After entering the settings, check Verify SMTP Settings and click Save. A confirmation message will indicate whether the settings are valid.
4. Credentials, Roles, and Permissions
Each user needs a unique login (username) and password, along with your company code, to access Load Manager. Use the Roles section to assign each user the appropriate level of access.
For a detailed breakdown of available roles and what each permission controls, see Admin Guide: Managing Users, Inactive Logins & Companies.
5. My Loads Screen Customization
Each user can have a customized My Loads view. Configure the columns and layout that work best for that user's role and workflow.
6. Load Board Integrations
Assign load board credentials to individual users here. Each user can have their own load board login. See Setup Load Board Integration for setup steps.
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