Assign Customer 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. For information on creating a business unit, refer to this article.

To change a Customer/Shipper assigned business unit, go to Carrier Admin → Customers/Shippers. Locate the appropriate Customer/Shipper from the Active list.

Click on the Customer/Shipper’s name to open the profile. Click Edit to open up the Business Units for edit. This section will be at the bottom of the profile page.

Click the icon 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. A default business unit and customer rep can also be set from this section. Refer to this article for more information.

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.