This guide walks you through how to use the “Logged In” menu in the TMS which is located at the top right corner of the screen. This menu provides quick access to several important tools and settings.
Access the Menu
Available features in this Section
1. System Alerts
System Alerts is a feature that allows us to communicate important messages to our TMS users such as planned outages, service disruptions, or other critical system updates. These alerts are typically displayed on the Back Office homepage, as shown in the image below.
However, you can also access system alerts at any time by clicking the menu in the top-right corner.
A pop-up will appear displaying all available system alert messages.
Alerts are displayed in two colors: blue indicates an informational message, while red signifies a high-priority or critical message.
If there are no active alerts, clicking on this option will display a message indicating that there are currently no system alerts.
* Be sure to check this section regularly for the latest system notifications.
In addition to receiving alerts, this tool also enables your organization to create and send internal notifications to all staff members and customers. (For more details look at LSP System Alerts)
2. Switch Organization
This option allows you to switch between different organizations or user profiles, as long as you have access to more than one. It is primarily intended for users with multi-organization roles who need to manage or view data across multiple entities within the TMS.
3. Add Mailbox Configuration
This option allows you to adjust your Mailbox Connection settings, including the saved email address, email permissions, post-processing actions, or logging in with a different email provider such as Google, Microsoft, Front, or others.
By clicking the blue pencil icon, you will be redirected to the LSP Staff user information page, where you can update the email address. After making your changes, be sure to click the Save and View Details button to apply them.
Email Address Change from "Logged in Menu"
Email Permissions
In this section, you can adjust the permissions set in your Mailbox Configuration. You have two options:
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Send Emails Only: Emails sent from the TMS will appear in your Sent folder. The system will not have access to read your mailbox.
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Send & Read All Emails: Emails sent from the TMS will appear in your Sent folder, and the system will also be able to read incoming emails from your mailbox to enhance functionality.
Post Processing Action
This section allows you to define the action you want the system to take in your mailbox after they have been processed.
- Archive
- Mark As Read
- Delete
- Do Nothing
You can also initiate the authentication process by clicking the "Sign in with Google, Microsoft, Front, or other Mailbox" button in the Mailbox Connection modal.
For more information, please refer to the links below.
To become an expert in Mailbox Configuration, visit our LMS Learning Dashboard and explore the "Email in the TMS" course available under the TaiExperts tab for more in-depth guidance.
4. Edit Signature
In the TMS, you can send emails directly such as Bills of Lading or Carrier Confirmations using your actual email address.
Use this option to:
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Create or update your email signature, just like in Outlook or Gmail.
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Maintain consistency and professionalism in all outgoing communications.
For more information, please refer to the links below: How to add a signature.
6. Log Off
Click this option to securely log out of the TMS. You will be signed out of the system and will need to re-enter your credentials to regain access.
