Managing Carriers
Select Carriers from the left panel.
Creating a new carrier:
Click on + New Carrier from the top of the page.
Once the panel opens add in a carrier name, email contact, phone number, user role and payment terms. Upon completion click submit.
The new carrier will appear on the carrier listing page.
Managing a carrier's information:
Find the vendor you're looking to update and click on the 3 dots on the right. Select edit.
A panel will open with all of the current carrier information.
If an additional carrier contact needs to be added this can be completed by scrolling to the bottom of the panel and clicking New Vendor. Edit any information and click submit.
If you no longer use a carrier, find the carrier you're looking to update and click on the 3 dots on the right. Select archive. The carrier will no longer appear on the vendor list.
Creating a new carrier:
Click on + New Carrier from the top of the page.
Once the panel opens add in a carrier name, email contact, phone number, user role and payment terms. Upon completion click submit.
The new carrier will appear on the carrier listing page.
Managing a carrier's information:
Find the vendor you're looking to update and click on the 3 dots on the right. Select edit.
A panel will open with all of the current carrier information.
If an additional carrier contact needs to be added this can be completed by scrolling to the bottom of the panel and clicking New Vendor. Edit any information and click submit.
If you no longer use a carrier, find the carrier you're looking to update and click on the 3 dots on the right. Select archive. The carrier will no longer appear on the vendor list.
Updated on: 25/03/2025
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