--- title: Engage Settings description: Add the necessary settings to your G2Mint TMS. Apply Auto-Accept to a Carrier Tender request. Set Communication Settings with a Carrier Service to email or API for Tendering, Tracking and Document Retrieval. --- [Skip to content](https://help.g2mint.com/en/g2mint-user-guide/engage-settings#main-content) English Show submenu for translations [Create a ticket](https://help.g2mint.com/en/g2mint-user-guide/kb-tickets/new?hsLang=en) [View All Tickets](https://help-center.g2mint.com/tickets-view?hsLang=en) - https://help-center.g2mint.com/tickets-view Open main navigation Close main navigation - https://help-center.g2mint.com/tickets-view - English Show submenu for translations - [Create a ticket](https://help.g2mint.com/en/g2mint-user-guide/kb-tickets/new) - [View All Tickets](https://help-center.g2mint.com/tickets-view) - [Create Ticket](https://44102072.hs-sites.com/en/g2mint-user-guide/kb-tickets/new) [Create Ticket](https://44102072.hs-sites.com/en/g2mint-user-guide/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [G2Mint User Guide](https://help.g2mint.com/en/g2mint-user-guide?hsLang=en) 2. [Engage Account](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en) 3. [Engage Settings](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-settings) September 2, 2025 # Engage Settings ## Add the necessary account types to your G2Mint TMS. ### **Last Updated: May 1, 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. # [How to apply Auto-Accept option for a Carrier](https://app.guidde.com/playbooks/a6vP7oDNdCnxvnSi2ZzmTv) The Auto-Accept feature in G2mint is designed for Carriers who wish to automatically accept a Tender Request that follows their rate plan agreement. ### 1. Click Engage Select "Engage", and then "Accounts" to access any Carrier account. ![Click Engage](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fa6vP7oDNdCnxvnSi2ZzmTv%2F242LZHVdQ9LKR92rYMLFzN_doc.png?alt=media&token=7079c6eb-2e26-4b7c-8e28-bd182956e229) ### 2. Select Account Select the blue hyperlink of the desired Carrier account. ![Select Account](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fa6vP7oDNdCnxvnSi2ZzmTv%2FfUhXgLjXayPawt13uxXa3E_doc.png?alt=media&token=798aca08-54fa-4b3c-a9ef-abd751e4d167) ### 3. Click "Settings" Navigate to the Settings section on the top navigation bar. ![Click 'Settings'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fa6vP7oDNdCnxvnSi2ZzmTv%2FxcbgALqxb8qxzEdm2dhUPP_doc.png?alt=media&token=55901c5f-b9cf-420e-94e1-53bfe3be11e1) ### 4. Click "Communication Settings" Access Communication Settings. ![Click 'Communication Settings'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fa6vP7oDNdCnxvnSi2ZzmTv%2FeSWCYPEyYLKAygTDQT8Nub_doc.png?alt=media&token=87aba474-727a-457a-8f29-97c8d9349597) ### 5. Click checkbox Ensure this setting is selected to activate Auto-Accept. Also determine if an email confirmation is required (which is recommended). ![Click checkbox](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fa6vP7oDNdCnxvnSi2ZzmTv%2F4KwEYrZQZks8ZXfSZFfDWv_doc.png?alt=media&token=93cec40f-dfae-4671-90f2-f3ae91069685) ### 6. Click "Save" Finalize your settings by selecting "Save" to put the Auto-Accept feature into action. ![Click 'Save'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2Fa6vP7oDNdCnxvnSi2ZzmTv%2FntMQGwM7a2AmB9nnVhcMCb_doc.png?alt=media&token=8780cba2-76c0-47e5-bff2-72f0d31285ec) [Powered by **guidde**](https://www.guidde.com) **Settings in Engage** allows the setup of key Account components, like: - **Documents :**  Select document templates that can be utilized with this account throughout the application, like Invoices, BOL and POD.  Selecting **Save Document** allows the generated POD or BOL to be saved in a Documents tab when the Shipment is awarded.  If the tab is not selected, Documents must be downloaded through the Print button, then uploaded. - **Accessorials (Carrier and Shipper Client Accounts only):**  Assign the appropriate accessorial codes that an account may pass to the system during shipment integration. Accessorial Agreements are tied to your customer’s (Shipper & Carrier) Freight Agreements and should be considered when calculating freight costs. - **Communication Settings (Carrier Accounts only):** Set and manage your carrier account communication preferences for interacting with providers. These methods are essential as carriers interactions may vary, i.e., via API, email or scheduled pickups.  Create mode specific Carrier settings (email, mail, auto accept) for services like: - - Rate Quote - BOL - Tender  (Utilize checkboxes to Auto Accept an Tender Request, or receive an email confirmation when accepted) - Tracking - Document Retrieval - Invoicing ![](https://help.g2mint.com/hs-fs/hubfs/image-png-Jan-21-2025-08-08-36-7186-PM.png?width=518&height=315&name=image-png-Jan-21-2025-08-08-36-7186-PM.png)   - [Getting started](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#main-content) - [Shipper client Account](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#shipper-client-account) - [My Account](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#main-content) - [My Account Contacts](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-contacts) - [My Account Services & Capabilities](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-services-capabilities) - 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