Organization Settings

This article details different settings you can apply to your entire organization.

Table of Content

• Accessing LSP Organization Settings
• General Settings
• Default Shipment Status
• Default Automation Account
• Driver Tracking - Automatic Submit to Carrier
• Bulk Operations Documents
• Organization Parameters

Accessing LSP Organization Settings

To access these settings, navigate to the LSP tab and select the "My Organization" option. Once you are in your organization profile, you will find the "Edit Settings" option located on the right side of the page.

General Settings

• Default Freight Class.
• Default Shipment Type.
• AP Underpay Tolerance / AP Overpay Tolerance
  • These tie into our automation processes, please see EDI 210 Automation Process for more details.
• Do Not Inherit LSP Carriers.
  • By default, the system is configured to inherit LSP Carriers from the parent organization situated above it in the hierarchy.
• Send New Shipment Alert Email.
  • This serves two purposes
    • An internal email notification will be dispatched to the LSP Organization whenever a Front Office user creates a new shipment. This email will include shipment details, such as Buy/Sell information and Profit Margin. You can modify the email format by editing the Content Template titled "EMAIL Internal Alert."
    • A Customer Order Confirmation will be dispatched to the Front Office user who initiated the shipment. This confirmation will include essential shipment details along with broker contact information. You can customize the email format by modifying the Content Template titled "EMAIL Customer Order Conf."
• Disable Guest Rating
  • This will disable the option for a user or potential customer to perform a rate quote without being logged in to the customer portal.
• NMFC Required
  • This setting will make it so that a Front Office user is forced to enter an NMFC code on all LTL shipments. 
• Require Terms and Conditions
  • Forces all front office users to accept the Terms and Conditions before gaining access to the TMS.
  • The Terms and Conditions can be modified by editing the Content Template, "INFO Terms and Conditions". 
• Use Alternate Class Estimator Density Scale 
  • Forces the TMS to use the Alternate Class Density scale when estimating class. 
  • Full details can be found here.
• Require Carrier Compliance
  • This setting will not allow a user to send a rate confirmation to a carrier if they do not meet all of the qualification requirements  (Authority, Safety, Packet & Insurance must be green)
  • If the user attempts to submit the rate confirmation, they will see an error message indicating that the carrier is out of compliance. 

• Dimensions Required
  • This setting requires front office users to input dimensions for all LTL shipments, ensuring accurate shipment details.
• Affects front office by hiding the freight class field. Class will be calculated automatically.
• Affects front office by automatically opening accessorials on the start order page.
• Affects front office by automatically opening insurance on the start order page.

Default Shipment Status

The Default Shipment Status allows you to specify the initial status for shipments processed by BackOffice users (LSP staff members). This setting can be customized for each Shipment Type, enabling you to assign different default statuses that align with your organization's unique needs.

Default Automation Account

This feature enables accounting organizations to designate a default user (LSP staff) for automation tasks and background processes that do not require user interaction. By doing so, it minimizes the risk of process failures caused by missing user configurations, all while maintaining the integrity of existing workflows.

Driver Tracking - Automatic Submit to Carrier

Enabling this option allows you to assign a Load Tracking application as your default for your truckload shipments. Once the shipment status reaches Dispatched or In-Transit, a load track request will automatically be submitted.

It is necessary to provide the driver's cell phone number in the designated reference field. If the driver's cell phone number is not available when the shipment reaches the specified statuses, tracking will not be initiated, and an activity log will be created to document this occurrence.

Bulk Operations Documents

This setting allows users to download and email custom templates as PDF files directly from the Bulk Operations Tools available on the Shipment Search page.

Click HERE to learn more about how to use custom email templates.

This setting is associated with the custom templates available for creating documents within the TMS, enabling users to download and email those documents in bulk.

Click HERE to learn more about custom email templates.

Back to Top

Organization Parameters

The Organization Parameters section allows you to configure Single Sign-On (SSO) for your organization, enhancing the security and convenience of user access. By enabling SSO, users can authenticate using their existing credentials from trusted platforms, streamlining the login process and reducing the need for multiple usernames and passwords.

The available SSO options include:

• 1. Microsoft
• 2. Google
• 3. Basic Username and Password Login: For organizations that prefer traditional authentication methods, this option allows users to access their accounts using a unique username and password. This method ensures that all users can authenticate regardless of their affiliation with third-party platforms.

Back to Top