What are shipment tags?
Tags are color-coded labels that appear on shipments in your dashboard. They can be used to filter and identify shipments quickly. Common uses include marking priority loads, grouping by customer, or tracking special handling requirements.
Adding or Changing Tags on a Shipment
Open the shipment from your dashboard.
In the shipment detail view, locate the Tags field (usually near the top of the shipment details panel).
Click on the Tags field to open the tag selector.
Select one or more tags from the dropdown list, or type to search for a tag by name.
Click outside the selector or press Enter to save.
Why Can't I Change Tags?
There are a few reasons you might be unable to edit tags on a shipment:
Permissions: Your user account may not have the necessary permissions to edit shipment details. Contact your account administrator to request the appropriate access level.
Shipment Status: Some fields on a shipment may become locked after the shipment reaches certain statuses (e.g., delivered, reconciled, or cancelled). If the shipment is in a terminal status, tag editing may be restricted.
Archived Shipments: Archived shipments are read-only and cannot be edited, including their tags.
Managing Your Tag Library
Users with administrator permissions can create, edit, activate/deactivate, and delete tags directly in the central Tag Management UI — no need to contact your Customer Success Manager.
To create a new tag:
Navigate to Manage > Company > Tag Management.
Click Create New Tag.
Enter the tag name, status, and description. Select a color for the tag.
Click Save. Note: tag names must be unique.
To edit a tag: Navigate to Manage > Company > Tag Management, select the tag, and click Edit.
If you do not see Tag Management under Manage > Company, your user account may not have administrator permissions. In that case, contact your account administrator or Customer Success Manager to request access or have the tag created on your behalf.
