Getting Started (Forwarders)

Getting Started for forwarders

Managing Entities: Auctions, Transport and Police for Forwarders
This article applies to forwarders Step 1: Navigate and hoover on Entities  Step 2: Click on Auctions, Transport, or Police Step 3: Click on ...
Wed, 22 Sep, 2021 at 11:19 AM
Setting Up Coverage Area(s) Forwarders
This article applies to forwarders Your coverage area(s) indicate the geographical location(s) where your company does work. Set up your coverage...
Wed, 22 Sep, 2021 at 11:19 AM
Setting Up Zones for Forwarders
This article applies to forwarders Organize your field by setting up zones. As a best practice, we suggest you create a zone that an agent can...
Wed, 22 Sep, 2021 at 11:20 AM
Inactive Service Provider and Service Provider Settings - Forwarders
This article applies to forwarders Inactive Service Providers Inactive service providers are the service providers who are registered and are no...
Thu, 23 Sep, 2021 at 9:00 AM
Providers - Pending Connections/ Find Service Provider - Forwarders
This article applies to forwarders Pending Connections Pending Connections are the inbound and outbound connection requests either sent to you or s...
Thu, 28 Dec, 2023 at 7:12 AM
Employee Log In with and without Multi-factor Authentication
This article applies to company admins  Set up Employee with Multi-factor Authentication (MFA) Step 1: Navigate to the Add New Employee, Accou...
Thu, 13 Jun, 2024 at 12:09 PM
Main Menu: Cases - Forwarders
This article applies to forwarders Hovering over Cases on the main menu bar provides a drop-down where you can choose to view current cases based on sta...
Wed, 11 May, 2022 at 1:03 PM
Managing Connected Service Providers - Forwarder
This article applies to forwarders  The Providers section in the menu bar allows you to manage your service provider connections:  Connected Service P...
Tue, 5 Oct, 2021 at 2:00 PM
Smart Invoicing - Contract Set Up - Forwarders
This article applies to forwarders Smart Invoicing systematically enforces your contracted service fees with your Service Provider(s). This feature wit...
Wed, 11 May, 2022 at 1:16 PM
Smart Invoicing - Uploading Contract - Forwarders
This article applies to forwarders Smart Invoicing systematically enforces your contracted service fees with your Service Provider(s). This feature ...
Thu, 5 May, 2022 at 9:50 AM