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Engage General

Add the necessary account types to your G2Mint TMS.

Last Updated: April 8, 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 G2Mint 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 where applicable.

Create a Carrier Account in Engage (if not web service)

How to Create an Engage Account (all Personas): 

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

1. Click "Engage"

Begin by selecting "Engage".
Click 'Engage'

2. Click "Accounts"

Navigate to the "Accounts" tab.
Click 'Accounts'

3. Click "Create New"

Select "Create New"
Click '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.
Click 'Persona'

5. Enter  "Account Details"

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

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.
Click 'Next'

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.
Enter 'Location Type'

8. Enter "Location Profile" details

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

9. Click "Next"

Select "Next".
Click '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.
Enter 'Contact Profile' details

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.
Default Contact

12. Select "Contact Types"

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

13. Click "Next"

Select "Next".
Click '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.
Enter additional Account details

15. Click "Save"

Select "Save".
Click 'Save'
For further information, please contact us at support@G2Mint.com.

General contains the standard information for the account. These fields can be filled out or edited upon account activation, or the user can return to them later if desired. Within this tab are persona specific fields such as:

    • Account Name: Assign a specific, unique, recognizable Account name
    • Account Type: Vendor and Client will be the options, although this field will be uneditable depending upon primary account persona, and persona being created. To simplify the difference, a Vendor is typically someone that you pay for services, while a Client someone that pays you
    • Parent Account: Leave blank, unless Account is a division of a previously created Account
    • Account Code:  Optional field where a user can enter a pre-assigned unique identifier code that may correspond with future integrations.
    • Currency: Currency utilized by Account (currently only USD)
    • Federal ID or EIN: An Employer Identification Number, or federal tax ID, is used to identify a business entity.  This is for reference only.
    • Tax Registration ID:  This may be found on a number of documents, including tax returns and forms filed with the IRS.  This is for reference only.
    • DUNS ID:  A Data Universal Numbering System (DUNS) is a 9 digit number used for business credit reporting. This is for reference only.
    • DUNS Rating:  A score that measures a business's financial strength and creditworthiness. This is for reference only.
    • Website and Company Logo: Enter the Account website address and Logo here
    • Doing Business As: Utilize this field if the business operates under a name that is different from its legal name.  This name will populate on documents such as BOL's and Invoices.
    • Assigned Client: If a company has more than one division, Clients can be assigned to a specific division.  
    • Carrier Accounts also include the Approved Carrier Certification (as obtained through a connected Carrier Compliance plug-in), the ability to mark the Carrier Do Not Assign status, SCAC, DOT, Docket # and the ability to sync MyCarrierPortal
      • Do Not Assign: Select checkbox if this Carrier should not show Rates