User Accounts

PART 1: Anyone may self-register as follows:

PART 2: Don't forget this part

Important Note!

The user will have access to all records for the company you select. If you add them to the primary company record, they'll have access to everything. For vendors, customers, and other business parties you'll typically add them to the record for their own company and they will only have access to data that applies to them.

Below is an example of a user/individual party record as reference.

Troubleshooting

If you receive an error like "You do not have permission to Shipment XXXXXX because your user account is not affiliated with this record in any way." then you need to make sure that your user account is associated either with a shipper, forwarder, or the default company.