Assign Customer Contacts

The Carrier Administrator has the ability to assign a user as a customer/shipper’s salesperson and/or primary account manager. This assignment drives visibility for broker user’s that are set up as Agent User and also populates to some reports.

Go to Carrier Admin → Customers/Shippers.

From the Customer/Shippers page, locate the row with the customer that needs contacts assigned.

Click on the Customer/Shipper’s name to open the profile.

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

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.