Getting Started (Forwarders)
Getting Started 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
This article applies to forwarders Your coverage area(s) indicate the geographical location(s) where your company does work. Set up your coverage...
Fri, 30 Aug, 2024 at 2:37 PM
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
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
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
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
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
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
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
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