Getting started
Set up your organization
Complete the company profile and operating defaults used across loads, invoices, and invitations.
Before you begin
Use the legal company name and operational contact information that should appear on customer-facing records. Never place tax identifiers or provider credentials in notes.
Complete setup
Open Setup in the portal and complete each required section.
- Add the legal name, address, MC/DOT identifiers, and primary contact.
- Set timezone, currency, and operating units.
- Review invoice, document, and communication defaults.
- Invite a backup organization administrator.
- Confirm the audit log records the completed setup.