Last Updated: April 26, 2025

Applies to:

Shippers, Carriers

Common Scenarios/Challenges:

The Engage Account feature enables users to establish an entity within the Licensed Account of the TMS, representing an organization or company that will engage in various transactions within the system, such as shipments and settlements.

Engage Accounts can take on several personas, including:

- Broker

- Shipper 

- Carrier

Each type of Engage Account is responsible for managing its specific attributes, including profiles, credit ratings, compliance, and capabilities. Furthermore, every Engage Account can have unique preferences and system settings tailored to its needs. In the G2M TMS, it is mandatory for each Engage Account to have at least one Location (typically designated as a Billing location) and one Contact (which includes a name and email address).

Solution Overview:

Once an Engage Account is created, all relevant information linked to that account will automatically populate in the application wherever applicable.

Admin in Engage: Accounts allows Shipper and Carrier accounts to identify and select alternate payments or invoicing (3rd party payment solutions).  In addition, if the account is a Carrier, the Admin section of My Account is where you enter their Safety & Compliance information (Assessment Source and Score), as well as insurance information, including coverage limit. 

How to Create an Engage Account: 

Engage: Create an Account

Accounts in Engage is a collection of Vendors and Clients of all Personas.

1. Click "Engage"

Begin by selecting "Engage".

2. Click "Accounts"

Navigate to the "Accounts" tab.

3. Click "Create New"

Select "Create New"

4. Click "Persona"

Select the persona of the Account that is being entered. Please note that Accounts are entered on the Company level. Setting options will differ based upon the selected persona.

5. Enter  "Account Details"

Enter the Account Details. For further definitions of each field, visit Engage Accounts: General.

6. Click "Next"

Once the information required, which is marked by an asterisk, is entered, click "Next". You can always fill additional information at a later date.

7. Enter "Location Type"

Location Type is a critical step allowing the Location to be accessed as a dropdown select option throughout the application. For example, designating the location as a Ship/Receive location will always prompt the user this option while creating a Quote or Shipment, avoiding the likelihood of error.

8. Enter "Location Profile" details

Fill the desired Location Profile Details. For more information regarding each specific field, visit Engage Accounts: Locations.

9. Click "Next"

Select "Next".

10. Enter "Contact Profile" details

Enter Contact Profile information. Required fields are marked with an asterisk. For further details regarding the individual fields, navigate to Engage Accounts: Contacts.

11. Default Contact

The initial Contact created for an Account is automatically assigned as the Default Contact. As additional Contacts are created, this checkbox will determine the Default Contact.

12. Select "Contact Types"

"Contact Types" helps to assign Contacts to specific correspondences, including emails and commissions.

13. Click "Next"

Select "Next".

14. Enter additional Account details

Additional Account details will vary based upon the persona of the Account, whether it is a Broker, Shipper or Carrier Account.

15. Click "Save"

Select "Save".

For further information, please contact us at support@G2Mint.com.

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Admin allows licensed users to manage, identify, and select alternate payments or invoicing (Bill To/ Remit To), safety and compliance, or insurance for an account.  To set Admin features:

1. Sections of Admin include:
   1. Assigned Internal Resources (Carrier & Shipper accounts): Internal Resources allows you to assign specific members of your team to an Account, like an internal Sales rep associated to the account, or a Customer Service rep.  This is a great reference to utilize to ensure proper internal communication regarding an account.  The picklist options here will be Contacts of the licensed account.
   2. Alternate Bill & Remit to (Carrier & Shipper accounts): If an account uses another company to manage their payments or invoicing (3rd party payment company), this is where those accounts are defined.
   3. Safety & Compliance (Carrier accounts only):  Manage the external plug-ins that provide a compliance assessment by selecting the provider and entering the Overall Risk Assessment.  Selecting Bypass Validation allows the Carrier to be used regardless of Assessment score.   
   4. Insurance (Carrier accounts only): Enter Insurance information for the Carrier Account, including coverage limit, to which you will be notified if the value of a load exceeds the limit. This can be entered manually, or by syncing with a compliance provider.