# Getting Setup

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<summary>Step1: Log In and Access Settings</summary>

* Log in to your account.
* Navigate to the settings button located in the top right corner of the screen.

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<summary>Step 2: Access the Admin Dashboard</summary>

1. Click on the "Admin Dashboard" button displayed on the screen.

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<summary>Step 3: Configure Settings</summary>

1. In the Admin Dashboard, click on the "Settings" tab.
2. Fill out all relevant information:

* **Federal Tax ID:** Enter your Employer Identification Number (EIN) to generate 1099 info.
* **Bank Account Information:** Enter bank account number and routing details for generating ACH payment files in the billing section of the software.
* **Rate Confirmation Invoice Contact:** Enter the email address where carriers should send their invoices.
* **Rate Confirmation Terms:** Specify the legal or instructional terms you wish to display on all rate confirmations.

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<summary>Step 4: Set Up Payment Terms</summary>

1. Navigate to the "Payment Terms" tab.
2. Create payment terms for carriers:

* **Days:** Enter the number of days within which a carrier must be paid.
* **Percentage:** Specify the discount percentage for each payment term. For example, you could create a standard option with a payment period of 20 days at a 0% fee and a QuickPay option with a payment period of 5 days at a 2.5% fee. The system will automatically calculate these fees in the billing portion of the software.

3. Once you've created the terms, press the plus (+) button. You can create as many terms as needed.

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<summary>Step 5: User Permissions</summary>

1. **Access the Users Tab**\
   Go to **Admin Settings**, then click on the **Users** tab. Here, you'll see a list of all users in your system, with options to **edit**, **activate**, or **deactivate** each account.
2. **Adjust Permissions**\
   From the user details screen, you can view and customize permissions for every tab in the system:
   * The **top toggle** for each tab will completely hide that tab from the selected user.
   * The **individual toggles** beneath allow you to define what actions the user can take on that specific page, based on their role.
3. **Setting Permissions for New Users**\
   Whenever you create a new user, be sure to review and set their permissions accordingly.
4. **Troubleshooting Permission Issues**
   * If a user doesn’t see a button or feature that others do, their permissions for that feature may be disabled.
   * If a user encounters a **"Not Authorized"** error upon login, it’s likely due to restricted permissions on their default landing page, make sure they have access to the **Loads** page or another appropriate section.

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<summary>Step 6: Begin Using the System</summary>

* Navigate back to the home page.
* Start working on the system.

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