--- title: My Account General description: Set up the licensed account, including Account Name and other critical information. Also, enable Test Mode here. --- [Skip to content](https://help.g2mint.com/en/g2mint-user-guide/kb-my-account-licensed-user#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. [My Account](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en) September 2, 2025 # My Account General ## Set up the licensed account ### **Last Updated: April 12, 2025** ### **Applies to:** *Shippers, Brokers, Carriers* ### Common Scenario(s)/Challenge (s): Build your company profile.  Provide information about your company that will save time by removing manual entry. ### **Solution Overview:** **General** in **My Account** contains the standard information for the licensed account. These fields can be filled out or edited upon account activation, or the user can return to them later if desired. This page includes fields for Website, DUNS ID & Rating, Federal ID or EIN, Tax Registration ID, Company Logo and other relevant details.  ### **Step by Step:** The Account setup is created with your initial login through a provided link.  This will create the Account name, as well as primary Contact and Location.  Additional Contacts and Locations can be added through these steps.    ![](https://help.g2mint.com/hs-fs/hubfs/image-png-2.png?width=423&height=297&name=image-png-2.png)    # [My Account: General](https://app.guidde.com/playbooks/asTBs4mMDcK2N294PJcYgz) Introducing the "My Account: General" feature in G2Mint, which provides pertinent information about the licensed account. ### 1. Click "My Account" Navigate to the "My Account" section in the upper right corner. ![Click 'My Account'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2FasTBs4mMDcK2N294PJcYgz%2FioTXr1s2A6haP6BVkVhZRJ_doc.png?alt=media&token=8e4987d0-451e-454b-bf33-66e1a07d1c1f) ### 2. Click Account Name Select the specific account to manage. ![Click Account Name](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2FasTBs4mMDcK2N294PJcYgz%2FmbijqLhtuaLmnzKkCiLHyD_doc.png?alt=media&token=c5808c4f-c1f8-44ad-84e8-4fcb2c1617de) ### 3. Click "Edit" Enter the editing mode to customize your account information. ![Click 'Edit'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2FasTBs4mMDcK2N294PJcYgz%2FtsZgVz1tHzdy6adCoW64hz_doc.png?alt=media&token=9730c2ee-0927-4462-90a2-8f38f513142f) ### 4. Enter/Edit pertinent information Enter or Edit the desired information, including Profile Name, Logo, and ID Numbers ![Enter/Edit pertinent information](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2FasTBs4mMDcK2N294PJcYgz%2Fe5VMXNFpovoPfM6BCpeUTa_doc.png?alt=media&token=d19feb2d-0116-4fa9-b1dc-aa41eb351c54) ### 5. Click "Save" Click "Save". ![Click 'Save'](https://static.guidde.com/v0/qg%2F2fhrh6Gcx4Tlx7vWhviXlZl3R4S2%2FasTBs4mMDcK2N294PJcYgz%2F8YTX9PcbvZhfPy9QnrLzU2_doc.png?alt=media&token=3545d14a-fc36-49e9-8016-b4951865c2e1) For further questions, please reach us at support@g2mint.com [Powered by **guidde**](https://www.guidde.com)     **Account Name\*:** Account Name is determined in the initial Account setup, and is the name associated to the primary User Account.  This field can be edited. **Account Type\*:** In My Account, Account Type will automatically default to Licensed, in reference to the Licensed Account.  When creating a client account in Engage, this field is editable. **BOL Prefix:** Personalize the prefix of your BOLs with specific initials or numbers **Parent Account:** A Parent Account may be assigned if creating subdivisions of the Licensed Account (example would be a Brokerage with a Carrier Division). **Account Code:** Optional field where the User can enter a pre-assigned unique identifier code that may correspond with future integrations. **Currency:** Select available currency (currently only US Dollars) **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:** Enter your (primary account holder) website address here **Doing Business As (DBA):** 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 1 division, Clients can be assigned to a specific division.  For example, if the Carrier division of my Brokerage has specific clients that do not belong to the Brokerage.    - [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) - [My Account Admin](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-admin) - [My Account Locations](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-locations) - [User Management](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#main-content) - [User Management Groups](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-groups) - [User Management Roles](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-roles) - [User Management Users](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-users) - [Default Settings](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#main-content) - [Default Settings Accessorial](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-accessorial) - [Default Settings App Customization](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-app-customization) - [Default Settings Rate Expiration](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-rate-expiration) - [Default Settings Margin Thresholds](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-margin-thresholds) - [Default Settings Finance/ Invoicing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-invoicing) - [Default Settings Finance/ Billing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-billing) - [Default Settings Documents](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-documents) - [Integrations](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#main-content) - [Falvey Insurance](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#falvey-insurance) - [QuickBooks](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#quickbooks) - [Engage Account](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#main-content) - [Engage Locations](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-locations) - [Engage General](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-general) - [Engage Contacts](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-contacts) - [Engage Agreements](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-agreements) - [Engage Admin](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-admin) - [Engage Settings](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-settings) - [Engage Services and Capabilities](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-services-and-capabilities) - [Configurations](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#main-content) - [Address Book](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#address-book) - [Fuel Index Table](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#fuel-index-table) - [Areas](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#areas) - [Equipment](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#equipment) - [Schedules](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#schedules) - [Commodities](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#commodities) - [Handling Units](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#handling-units) - [Build](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#main-content) - [Shipments](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#shipments) - [Loads](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#loads) - [Quotes](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#quotes) - [Manage Shipments](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#main-content) - [Manage Shipments: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-overview) - [Manage Shipments: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-rate-quotes) - [Manage Shipments: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-associated-bol) - [Manage Shipments: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-orders) - [Manage Shipments: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-notes-history) - [Manage Shipments: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-documents) - [Manage Shipments: Financials](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-financials) - [Manage Shipments: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-tracking-events) - 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[Manage Loads](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#main-content) - [Manage Loads: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-orders) - [Manage Loads: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-overview) - [Manage Loads: Financial](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-financial) - [Manage Loads: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-rate-quotes) - [Manage Loads: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-notes-history) - [Manage Loads: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-tracking-events) - [Manage Loads: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-associated-bol) - [Manage Loads: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-documents) - 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