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Engage Contacts (subcategory)

Add the necessary account types to your G2Mint TMS. 

Last Updated: May 4, 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.

Contacts can be categorized by their associated location, by contact types (roles) and selected as the default account contact. Certain fields will auto-populate based on the selected action within the application. For example, if a contact is associated with a location, it will auto-populate when that location is selected for pick-up or delivery when creating a shipment.

How to Create an Engage Account: 

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.

 

    1. Name, Email*: Required fields that will utilize this information for quick reference, as well as on documents and correspondences.
    2. Phone/ Cell: Provide best method of contact and will populate on documents utilizing this Contact
    3. Contact ID: Enter a unique internal Contact # associated to this Account (not a required field)
    4. Locations Associated to Contact: A contact can be assigned to a specific Location within your Account (or multiple).  For example, if a Contact is an Admin for 1 Location, select the Location here, then select Admin in Contact Types 
    5. Default Contact: The Default Account Contact is notified when no other Contact is assigned to that correspondence.  For example, if there is no Tender/Dispatch Contact assigned, the Default Contact would be notified.  The first created Contact for an account is automatically the Default Contact, unless otherwise edited.
    6. Contact Types: Contact Types determine workflows, not permissions.  For example, if a Contact is assigned Spot Contact, they would receive all Spot notifications.  If no Spot Contact is assigned, the Default Contact would receive the notification.
    7. Active toggle: Toggle will always default to Active upon Contact creation.  The manual action required is only to De-activate a Contact from an Account.