Introduction
Shipper TMS provides a dedicated Manage Users section that helps you invite, manage, and organize users within your company. You can assign roles, monitor usage, and make account changes directly from this centralized interface.
⚠️ Important: Shipper TMS Admins can edit a user's contact information and role directly from the Manage Users page. However, users can only update their own password from their profile — Admins cannot set or change another user's password, only send them a password reset link.
How to Manage Users in Shipper TMS
This section will walk you through how to access and manage users using the Manage Users section in Shipper TMS.
Step 1: Log into Shipper TMS
Access your Shipper TMS account by entering your login credentials.
Step 2: Navigate to Manage Users
Click the profile icon in the bottom-left corner of your dashboard, then choose Company Profile.
Step 3: View the Manage Users Page
At the top of the Manage Users page, you'll see:
- A search bar to look up users
- A status filter to sort active, invited, and deactivated users
- A seat counter showing how many user seats are remaining
- An Invite button to add new users
If the seat limit is reached, the counter will display a message and allow you to purchase more seats.
Step 4: Invite New Users
Click any of the Invite buttons to open the invite drawer. You can:
- Enter a username in email format
- Select a role (Admin, Dispatcher, Sales, or Accounting)
- Click Add More to invite multiple users at once
- Click Send Invite to finalize
If you don't have enough seats, you'll be prompted to purchase more. Once sent, users will appear in the list with an Invited status and receive an email to set up their profile. Invites are valid for 14 days.
Step 5: Manage Existing Users
Select a user from the list to view their details. Use the ••• button to:
- Edit their contact info or role
- Send Password Reset Link
- Deactivate or Reactivate a user
Deactivated users can be reactivated with a new username. If seats are unavailable, you may be prompted to purchase more.
Displaying User Contact Information to Carriers
In Shipper TMS, Admins have the option to control whether or not a user's contact details are shared with carriers. This setting applies to the Loadboard, Carrier TMS, and dispatch sheets, and is particularly useful if you want to limit who carriers can reach out to directly.
Step 1: Select the User
From the Manage Users page, click on any user in the list to view their profile on the right-hand side of the screen.
Step 2: Toggle Contact Visibility
In the user's profile panel, you'll see a switch labeled "Display User Contact Info to Carriers."
- If the toggle is on, the user's name, email, and phone number will be visible to carriers.
- If the toggle is off, that user's contact details will be hidden from carrier-facing systems.
This toggle gives you more control over how your team communicates externally and helps ensure only the right people are visible to carriers.
User Roles in Shipper TMS
This section explains the default permissions and use cases for each role. Assigning the right role ensures users can access only the features they need.
| Role | Permissions |
|---|---|
| Admin | Full access to all features. Can manage company profile, SuperPay, Settings, users, orders, and generate reports. |
| Dispatcher | Can create, edit, and delete orders; manage broker fees, customer/carrier profiles, generate reports; post to Loadboard. |
| Sales | Can create and update orders; update order price and broker fees. |
| Accounting | Can read and update orders; update order payment info, send invoices, mark orders as paid, generate reports, manage SuperPay. |
Next Steps
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