Overview of the admin customer access level
- Can also edit report builder reports that have “modifiable” checked
- 3PL University – Videos [203]
- Operations [76]
- Dashboard [5]
- Customers [30]
- Carriers [11]
- Staff [5]
- Load/Shipment [20]
- How to Create a Load
- Shipment Profile Lifecycle
- Carrier Rate Con – Electronic Signature
- Customer Rate Quotes – Electronic Signatures
- Load Profile [11]
- Appointment Management
- Tracking – Check Calls
- Changing Commodity Order
- Posting to Load Boards
- Accounting [60]
- Tariff [19]
- EDI [3]
- More [40]
- Operations [76]
- 3PL University – User Guides [102]
- Carriers [11]
- Customers [13]
- Adding Accounting Contacts
- Adding Contacts to a Customer Profile
- Customer Credit
- Customer Log In Access Levels
- Customer Relationship Management (CRM)
- Hours of Operations
- How to add a third-party payer
- Indicate Primary Sales Rep
- Sending a Customer Statement and Open Invoices
- Sending and Scheduling Customer Statements
- Master and Sub-Accounts
- Create a Customer Profile
- Changing a Customer on a load.
- Staff [10]
- Accounting [7]
- Tariff [7]
- Documents [1]
- Tools [2]
- Admin Tools [3]
- Integrations [33]
- Carrier Integrations [17]
- Partner Integrations [14]
- QuickBooks [3]
- EDI [1]
- Freight Bazaar [7]
- Industry Knowledge [5]
- Webinars [2]
- Other [2]
- FAQ [7]
- How do I submit a change or enhancement request?
- How do I get live Support?
- How many shipments or lines can I rate with Mass Rater?
- The LCR is stating that this carrier is not setup as a carrier or not marked as an XML rate, what do we need to do?
- I can’t seem to find my shipment by BOL in the search bar?
- How often does the TMS pull for Carrier E-Docs?
- How to use the Copy/Paste Feature
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