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Adding Users or Changing User Permissions in LTL Select
Adding Users or Changing User Permissions in LTL Select

How to add users to each location in LTL Select.

César Correa C. avatar
Written by César Correa C.
Updated over a month ago

Adding a User:

To initiate the process of adding a user, start by clicking the three white horizontal bars on the upper left corner of the main screen, which represent the LTL Select Main Menu.

Proceed by selecting "Locations."

In the Users section on the far right, click on "Add User."

Once you've clicked "Add User," a pop-up window titled "Add User(s)" will appear. You can either use the down arrow next to "Select From Contact" to pick a name from the drop-down menu or enter an email address in the "Add New Email Address" field.

After you've chosen a contact or entered an email address, click on "Add Recipient." The selected recipient(s) will be displayed in a pill-shaped box at the top.

Next, assign a role to the user(s) by selecting either "Owner," "Company User," or "Third Party Vendor" from the drop-down menu. Each role's capabilities can be viewed upon selection.

Just so you know, assigning a role is mandatory, and you won't be able to proceed until you've made a selection.

Once you've assigned a role, toggle the "Users" switches to the right, either to "Yes" or "ALL," depending on your preferences.

After configuring the permissions, click "ADD USER(S)."

The user will receive an invitation email with the subject line "LTL Select Location Invitation," containing a clickable link to LTL Select.

Upon clicking the LTL Select link, the invited user will be redirected to www.ltlselect.com, where they can create their unique username and password to access the site and their account. They can complete a simplified sign-up process by providing some basic information on the Sign Up page.


Changing User Permissions:

To initiate the process of update a user's permissions, start by clicking the three white horizontal bars on the upper left corner of the main screen, which represent the LTL Select Main Menu.

Proceed by selecting "Locations."

In the Users section on the far right, select the user who's permissions you would like to change or update. This will open the permissions modal. From here, you can update their role to the by selecting either "Owner," "Company User," or "Third Party Vendor" from the drop-down menu. Each role's capabilities can be viewed upon selection.

Next, you can toggle on any permissions you would like to give the user, or take away permissions you no longer want them to have by turning the toggle off. You may also delete and remove the user from your account entirely.

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