Assign Customer/Shipper Business Unit

Each Customer/Shipper must be assigned to a Business Unit. Assignment of a Business Unit is mandatory during Customer/Shipper activation. Click here for more information on how to activate a Customer/Shipper.

To change a Customer/Shipper assigned business unit, 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 Customers/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 Business Units for edit. This section will be at the bottom of the profile page.

Click the next to the existing Business Unit to remove it. Begin typing the new Business Unit name, and a list of options will appear. Select the correct Business Unit and click Save to continue.

Note: changing a Customer/Shipper Business Unit will impact user visibility to a specific Customer/Shipper. Users assigned to an Office or Agent Business Unit can only see customers/shippers that are assigned to the same Business Unit.