Last Updated: May 20, 2025

Applies to:

Shippers, Brokers, Carriers, and Partners

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.

Agreements in Engage allows the User to view already created Agreements that the Account utilizes or create new ones specific to this Account. The accessible Agreements from the Accounts section are Persona specific. Types include:

Freight: View the existing Freight Agreements that the Account will reference
Cost+: View existing Markup Agreements that the Account will reference
3PL Service: Identify any 3PL services that you provide to an Account and define how you intend to invoice for the service
Billing: Establish payment terms and add specific audit tolerances for an Account (Note: if left blank, Default settings will be applied)
Invoicing: Define the rules and requirements that establish how you will invoice the Account, including Status Triggers, Invoicing methods, Terms and Credit Limits

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"