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Entity Management

Brandon
  • Updated

Summary

Entity Management in the Emerge Carrier TMS allows certain Users to invite, view, and configure all Users tied to their company. In addition, users with Entity Management permissions are able to edit bookability and deactivate users. There are two user types within the Carrier TMS Portal: Standard Users and Entity Managers

Standard Users

Access to Entity Management

Standard Users do not have access to Entity Management in the Carrier TMS platform. To unlock the Entity Management page, an existing Entity Manager in your company must update your account.

Access to Book Loads in Emerge Marketplace

Standard Users of Approved Transportation Entities without access to book a load in the Emerge Marketplace will be presented a blue banner on the home page reading "Your marketplace access is limited. Request eligibility to book a marketplace load".

To request access, click the REQUEST button. Once clicked, Entity Managers with bookability access will be notified via email of the request to update bookability permissions.

Invite Users

Standard Users can invite new users to join their company. To do so:

  1. From the Homepage, click Invite New User
  2. Enter the invitee's Email, Phone Number, and Name
  3. The user will be sent an email to register before joining your company in the Emerge platform

Entity Managers

Users with access to Entity Management in the Carrier TMS portal can invite, view, and configure all other users within the same company.

Invite Users

To invite a new user to your company:

  1. Go to Settings > Entity Management
  2. Click Invite New User
  3. Enter the invitee's Email, Phone Number, and Name
  4. If you'd like the new user to have Entity Management access, click the checkbox for Give user access to Entity Management
  5. The user will be sent an email to register before joining your company in the Emerge platform

Note: You can check the user's registration status in the Entity Management Page under the Registration Status column. 'Pending' signifies the user still needs to finish registration of their Emerge Account before they can continue in the platform.

Give Users Bookability to Emerge Marketplace

To allow a user to book Marketplace loads on behalf of your company, grant access by doing the following:

  1. Go to Settings > Entity Management
  2. Click the three-dots icon () then select Edit
  3. Click the drop-down menu under 'Marketplace Bookable' and select Approved
    1. To remove bookability access, select Not Approved
  4. Click Save

Note: Users who have requested bookability will have a displayed on the 'Marketplace Bookable' column on the main Entity Management table

Deactivate Users

To deactivate a user from your company:

  1. Go to Settings > Entity Management
  2. Click the three-dots icon () then select Edit
  3. Click Deactivate
  4. Select a reason for deactivation then click Deactivate
    1. Note: If the user was tied to any shipper's Network Partner list, those shippers will be listed before you can finalize deactivation. 

Note: Once deactivated, the user will receive an email notification. In addition, any shippers tied to the account will be notified of deactivation as well.

 

Frequently Asked Questions (FAQ)

Can I use Entity Management to get visibility into other users' activity with Network Shippers?

  • No - Entity Management is a feature built to manage general Emerge access (i.e invite and deactivate users), as well as bookability within the Emerge Marketplace (load board). Activity, contacts, and permissions related to your existing Network Shippers will be unchanged and will continue to be managed with the Shipper directly.

As a Standard User, if I request bookability through the platform, how long will it take for the feature to turn on?

  • After you click "Request", an email will be delivered to the Entity Managers in your company with notice of your request. If a few days have passed, we recommend reaching out to the Entity Manager.

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Need Support? Our Application Support Team is available to help! Click Submit a request at the top/bottom of the page or Chat Us using the chat bubble on the bottom right of the screen.

 

 

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