Use this section to create Business Units for your brokerage. Setup of Business Units is mandatory.
Each Customer/Shipper and User must be assigned to a Business Unit. User’s are limited to viewing customers/shippers and loads that are associated to the same business unit to which they are assigned.
Business Units with the type of Corporate Office will have visibility and access to all loads within a brokerage.
Business Units with the type of Agent Office or Broker Office will have visibility and access to loads assigned to their business unit only.
To create a new Business Unit click on the button. The location form will open for entry.
Complete the necessary fields and click Submit to save. All current Business Units will display in a list. Click on the icon to edit an existing location or click on the icon to deactivate it.