Manage Users

Go to Carrier Admin → Users. The Users page should already be open when navigating to Carrier Admin.

A list of users will be displayed in a table. By default, only active users are shown.

Add New User

Click the icon to begin adding a new user. This will open a new window which the administrator can use to add a contact and/or give them application access. Fields marked with a are required.

Click the Needs Application Access box to give the contact access to the application. This will require some additional information to be completed. The window title will also change to Add User.

New fields will be displayed depending on the selected role. The Shipper role is external and will invite your customer to view their loads on the EKA portal. The TMS Carrier role is internal and creates new users for your internal team only.

Selecting Shipper as the user role will require the entry of an active shipper name that will associate the user with the correct shipper. 

Selecting TMS Carrier as the user role will open up several different options:

• Allow Access to Operational Reports?
  • This option is only available when Operations or Both is selected. This gives access to all reports in Carrier Operations.
• Is this user an HR Admin?
  • Gives access to the capabilities of an HR administrator, such as payroll.
• Is this user a Safety Manager?
  • Gives access to the capabilities of a safety manager.
• Allow to Issue load advances
  • Gives rights to issue a load advance or other pre-payment on a load
• Invoice/Settlement Privileges
  • Allows the user to create customer invoices, approve carrier settlements or have view-only access
• Add accounting capability for this user?
  • Allows an operations user to have access to accounting functions, but not accounting reports such as an Income Statement.
• Add finance capability for this user?
  • Allows a user to have full access to the accounting functions including the accounting reports
• Auto Activate Shippers
  • When selected, any customers that are created by the user will be immediately made active rather than go through the two-step approval process
• Business Units and Groups
  • Associate a user to a specific business unit and group. Assigning a business unit is required, while groups are optional.
  • Only one business unit may be assigned, but multiple groups are allowed.
  • The assigned business unit will impact which shippers the user can work with and see within the application. Users can only work with shippers that are assigned to the same business unit.

After providing all required information, click the button to save and create the user. An email will be sent to the entered email address providing them with a password to login to the application. The new user can now be searched and/or modified from the Users page.

Edit User

Locate the row with the user that needs to be updated. This can be done either by filtering with the search bar or scrolling through the list on each page.

To edit an existing user’s information, click the  icon to update the user. A window will open with the user’s current information. After making any necessary changes, click the   button to save. Click   to discard any changes and close the form. Read the Add New User section for more information on specific TMS Carrier user fields.

Deactivate User

To deactivate a user, click the  icon at the end of the row to show the Deactivate option. Click deactivate to begin.

A window will open prompting a reason for deactivation. This is required and we cannot proceed without completing it. Click the button once you confirm your reason and the user will be updated immediately. If you change your mind simply click to go back to the users page.

Activate User

Use the Status filter to search for inactive users. By default, the table only lists active users.

To activate a user, click the  icon at the end of the row to show the Activate option. Click Activate to begin.

A window will open prompting a reason for activation. Click the button once you confirm your reason and the user will be updated immediately. If you change your mind simply click  to go back to the users page.

Reset Password

Locate the row with the user that needs to be updated. This can be done either by filtering with the search bar or scrolling through the list on each page.

To reset a user’s password, click the icon for a user. A window will open to allow entry and confirmation of the new password. Click to save. An email will be sent to the user’s email address to provide them with the updated password. Click  to discard any changes and close the form.