User Guide

Company Profile Overview Page

Click on Account name and select Company Profile

Company Profile contains overview information as well as tabs for:

Marketplaces: will display public and private marketplaces for account
Network: manage preferred company network and blocked companies
Contacts: add and manage contact for your account
Connected Apps: manage connected apps if applicable
Preferences: choose how businesses search your company
Communications: manage communication preferences selected for carrier notifications, may also include other notifications depending on marketplace

Users with roles of Owner and Admin can edit certain information after a two-step verification

Overview

The Overview page includes:

Company Information
Contact Information for company
Liability insurance information if applicable to account type
Authority information if applicable to account type

Edit Information

For account security, users with the Owner and Admin role will need to complete two-step verification after clicking the Edit Information button.

Fields that can be updated will open

Some information such as company name, insurance, and authority can be updated by Central Dispatch team only

Marketplaces

Marketplaces page is read-only and display the public and private marketplaces your account is associated with

Network

The Network page allows you to manage your preferred network of companies or block companies you do not want to do business with

Requires a two-step verification by Owner or Admin role to Edit Information

Preferences

Preferences gives you the control of how other businesses can find your company

Requires a two-step verification by Owner or Admin role to Edit Information

Contacts

Contacts page includes information for positions for your business. Positions include:

Owner
Billing
Manager
Listings Contact
Dispatch Contact
Authorized Contact

The Owner, Billing, Listing and Dispatch contacts are populated from information entered during the application process

The Owner contact cannot be changed through self-service

The Billing contact can be updated from the Billing page

Contacts can have multiple positions

A Listing and a Dispatch contact is required for carrier accounts and the system will not allow more than one Listing or Dispatch contact

A group email can be added for a contact such as Dispatch Contact

Requires a two-step verification by Owner or Admin role to Edit Information

Important Information about Contacts and Manage Users:

Contacts do not contain information used for the two-step verification process; this information is only available to the user in their My Profile
Contacts does not replace Manager Users; users must be added to Manage Users to manage their access to the Central Dispatch account and set up their My Profile