Admin
The Admin section provides system configuration, integration management, and operational logs for administrators.
Integration Dashboard
View and manage all third-party integrations from a central dashboard.
How to use it
- Navigate to Admin → Integration Dashboard
- View the status of each configured integration
- Enable or disable integrations
- Configure API keys and connection settings
- Test connections to verify they're working
Available integrations
- ELD — Samsara, Motive (KeepTruckin)
- Accounting — QuickBooks
- Mileage — Trimble/PC*MILER
- Compliance — FMCSA API
- Load Boards — DAT, Truckstop
- Fuel Cards — EFS, Comdata
- Weather — Weather service API
Webhooks
Configure outgoing webhook endpoints that receive real-time event notifications from the TMS. Use webhooks to trigger automations in tools like n8n, Zapier, or Make when events happen in your TMS.
How to use it
- Navigate to Admin → Webhooks
- Click + Add Subscription to create a new endpoint
- Enter the destination URL (HTTPS recommended) and optional HMAC signing secret
- Select which event types to subscribe to using the category checkboxes
- Use the Test button to send a test payload to verify connectivity
- Monitor delivery status — failed deliveries are retried up to 5 times with exponential backoff
Webhook delivery details
- Payloads are delivered as
POSTrequests withContent-Type: application/json - Each request includes an
X-Webhook-Eventheader with the event type - If an HMAC secret is configured, an
X-Webhook-Signatureheader is included (sha256=<hex>) - Failed deliveries retry with exponential backoff: ~1 min, ~5 min, ~25 min, ~2 hr, ~10 hr
Available webhook events
Load Events
load.created— New load createdload.updated— Load details modifiedload.deleted— Load deletedload.status_changed— Load status advanced (includes previous and new status)load.dispatched— Load dispatched to a driver with equipmentload.reassigned— Load reassigned to a different driverload.carrier_assigned— Load assigned to a carrier company
Invoice Events
invoice.created— New invoice createdinvoice.updated— Invoice details modifiedinvoice.deleted— Invoice deletedinvoice.generated— Invoice auto-generated from a delivered loadinvoice.sent— Invoice sent to customerinvoice.voided— Invoice voidedinvoice.payment_recorded— Payment recorded against invoice
Driver Events
driver.created— New driver addeddriver.updated— Driver details modifieddriver.deleted— Driver removeddriver.status_changed— Driver status changed (Active, Inactive, On Leave, Terminated)
Customer Events
customer.created— New customer addedcustomer.updated— Customer details modifiedcustomer.deleted— Customer removed
Equipment Events
equipment.created— New equipment addedequipment.updated— Equipment details modifiedequipment.deleted— Equipment removedequipment.assigned— Equipment assigned to a driverequipment.unassigned— Equipment unassigned from driver
Settlement Events
settlement.created— New settlement createdsettlement.generated— Settlement auto-generated for pay periodsettlement.approved— Settlement approved for paymentsettlement.paid— Settlement marked as paidsettlement.voided— Settlement voided
Quote Events
quote.created— New quote createdquote.status_changed— Quote status changed (Pending, Sent, Accepted, Rejected, Expired)quote.converted_to_load— Quote accepted and converted to a load
Fuel Advance Events
fuel_advance.created— Fuel advance requestedfuel_advance.approved— Fuel advance approvedfuel_advance.issued— Fuel advance payment issuedfuel_advance.voided— Fuel advance voided
Document Events
document.uploaded— Document uploaded (BOL, POD, etc.)document.verified— Document verified by reviewerdocument.rejected— Document rejected by reviewer
Signature Events
signature.requested— Signature request createdsignature.signed— Document signed (canvas)signature.docusign_sent— DocuSign envelope sentsignature.docusign_completed— DocuSign envelope signed or declined
Compliance Events
driver_qualification.created— New qualification document addeddriver_qualification.reviewed— Qualification document revieweddriver_qualification.expired— Qualification document expiredmaintenance.created— Maintenance work order createdmaintenance.completed— Maintenance work order completedmaintenance.cancelled— Maintenance work order cancelleddvir.created— DVIR report submitteddvir.defect_corrected— DVIR defect marked as corrected
Prospecting Events
carrier_prospect.created— New carrier prospect addedcarrier_prospect.pipeline_changed— Carrier prospect pipeline stage changedcarrier_prospect.converted— Carrier prospect converted to carrier companyshipper_prospect.created— New shipper prospect addedshipper_prospect.pipeline_changed— Shipper prospect pipeline stage changedshipper_prospect.converted— Shipper prospect converted to customer
Other Events
message.sent— Chat message sentinbound_email.received— Inbound email receivedinbound_email.linked— Email linked to a load or customeredi.204_received— EDI 204 shipment order receivededi.214_sent— EDI 214 status update generatededi.210_sent— EDI 210 invoice generateddetention.created— Detention record createddetention.approved— Detention charges approvedgeofence.entered— Driver entered a geofence zonegeofence.exited— Driver exited a geofence zonetest.event— Test event (fired from admin page)
EDI Management
Manage Electronic Data Interchange (EDI) document routing and trading partner configurations.
How to use it
- Navigate to Admin → EDI Management
- Configure trading partners with their EDI IDs
- Set up document type routing (204, 210, 214, etc.)
- Monitor inbound and outbound EDI transactions
Supported EDI documents
- 204 — Motor Carrier Load Tender
- 210 — Freight Details and Invoice
- 214 — Shipment Status Message
- 990 — Response to Load Tender
Integration Logs
View detailed logs of all integration activity for troubleshooting and auditing.
How to use it
- Navigate to Admin → Integration Logs
- Filter by integration type, date range, or status
- View request/response details for failed transactions
- Identify patterns in errors
- Re-process failed transactions when issues are resolved
Key features
- Searchable log entries
- Request and response payload inspection
- Error categorization
- Retry mechanism for failed transactions
User Management
Create, edit, and manage user accounts within the TMS.
How to use it
- Navigate to Admin → Users
- View all registered users with their roles and status
- Click a user to edit their profile, reset their password, or deactivate their account
- Click + New User to create an account manually
- Assign one or more roles to control what the user can access
Key features
- User list with search and role filtering
- Account activation and deactivation
- Password reset capability
- Role assignment per user
- Audit trail of user changes
Role Management
Configure roles that control access to different areas of the TMS.
How to use it
- Navigate to Admin → Roles
- View all available roles and their descriptions
- Click a role to see which users are assigned to it
- Create custom roles or modify existing role permissions
Available roles
- SuperAdmin — Full system access including role and user management
- Admin — System configuration and integration management
- Manager — Operational oversight and reporting
- Customers — Customer portal access
- Drivers — Driver-specific views and mobile app access
- Vendors — Vendor portal access
- User — Basic read-only access
Permission Management
Assign granular permissions to users beyond their role-based access.
How to use it
- Navigate to Admin → Permissions
- Select a user from the list
- View their current permissions across all modules
- Toggle individual permissions on or off
- Save changes — they take effect on the user's next page load
Key features
- Module-level permission grouping
- Read, create, edit, and delete permissions per module
- Override role defaults for individual users
- Permission summary view
Permission Templates
Create reusable permission templates that can be applied to users quickly.
How to use it
- Navigate to Admin → Permission Templates
- Click + New Template to create a template
- Name the template and configure its permissions
- Apply templates to users from the Permission Management page
Key features
- Pre-built templates for common roles
- Custom template creation
- Bulk apply to multiple users
- Template comparison view
Contract Templates
Manage contract and rate confirmation templates used throughout the TMS.
How to use it
- Navigate to Admin → Contract Templates
- View existing templates or create new ones
- Edit template content with merge fields for dynamic data
- Set templates as active or inactive
Key features
- Rate confirmation templates
- Carrier agreement templates
- Merge field placeholders for load, customer, and driver data
- Template versioning
API Key Management
Create and manage API keys for external system access to the TMS API.
How to use it
- Navigate to Admin → API Keys
- Click + Create API Key to generate a new key
- Set a name, expiration date, and permission scope for the key
- Copy the generated key — it is only shown once
- Revoke keys that are no longer needed
Key features
- Scoped API access per key
- Expiration date enforcement
- Usage tracking and last-used timestamp
- Instant revocation
Audit Log
View a comprehensive log of all user actions and system events for compliance and troubleshooting.
How to use it
- Navigate to Admin → Audit Log
- Filter by user, action type, date range, or entity
- Click an entry to view full details of the change
- Export logs to CSV for external analysis or compliance reporting
Key features
- User action tracking (create, update, delete)
- Login and authentication events
- Before/after change comparison
- CSV export for compliance
- Searchable and filterable interface
Site Settings
Configure system-wide settings that affect the behavior and appearance of the TMS.
How to use it
- Navigate to Admin → Site Settings
- Review and update company information (name, address, logo)
- Configure default values for loads, invoices, and settlements
- Set email notification preferences
- Save changes — they take effect immediately
Key features
- Company branding and contact information
- Default payment terms and invoice settings
- Email and notification configuration
- System-wide defaults for new records