Assign Customer/Shipper Contacts

Broker users can be assigned as a customer/shipper’s salesperson and/or primary account manager. This assignment drives visibility for broker users that are set up as Agent User and also populates to some reports.

Go to Administration → Customers/Shippers or to Operations → Customers/Shippers (this requires special user rights set by an Administrator).

For Administration, in the Active Customers/Shippers tab find the appropriate Customer either using the Search box or navigating through the pages at the bottom of the table. Click on the Customer/Shipper’s name to open the profile.

For Operations, the default view is Active customers/shippers. Locate the customer/shipper that needs to be edited and click on the  at the end of the row.

Click Edit to open up the Assigned Contacts section of the profile.

Locate the Assigned Contacts section.

Begin typing in the Name field to search for a broker user.

Select the appropriate user and the user’s Email and Phone # will fill in. Click Save at the top of the profile page to save the changes.

Change the assigned contact by clicking on the Edit User link, or by clearing the previous contact with the icon.