The Partner Insights support team as a platform admin is able to create a new company. 1. Login as a Platform admin and select + Add Company. 2. Select the type of compa ny. 3. Enter details about the company and click Create.
FAQs
How can I tell if my partner request has been rejected?
If the request has been rejected it will no longer display under current workflows as pending. Instead, it will display under completed and any comments as to why it was rejected will appear under comments.
Where do I setup a SoldTo?
SoldTos are configured under a buyer and an active buyer on Partner Insights can maintain their SoldTos. Suppliers can also manage their buyer’s SoldTos if the buyer is not active on Partner Insights.
Can I setup any email or SMS alerts in Partner Insights?
There are no email or SMS alerts that can get out of Partner Insights, only in-app alerts which can be viewed down at the bottom left corner. You can view all alerts that have been created here.
How can I tell if a company is an active member on Partner Insights?
Selecting a partner from the partner list under workflows will display a message if the partner is not on Partner Insights.
Who maintains certifications for drivers and vehicles?
Terminal owners and carriers can enter certificates. Terminal owners can manage all certificates that are associated with their configured requirements. Carriers can manage certificates across multiple terminal owners. Carriers can not edit certificates entered by the terminal owner.
Can a supplier manage carrier access for the terminals they operate at?
If the terminal owner has enabled carrier access control for the supplier than the supplier can control what carriers access the terminal.
In the event a driver quits working for a carrier should the carrier deactivate the driver?
Deactivating the driver will disable access to any terminals previously authorized for. The driver will still be available in the system and can be reactivated at any time. This maintains the driver record and associated documentation for both the carrier and terminal owner to meet compliance regulations. If all the terminal owners where a driver
If a terminal owner revokes certifications for a driver does this prevent the driver from accessing the terminal?
Automatic lockouts that prevent a driver access at the terminal are controlled by the TAS (Guardian) system. Certificates map to expirations in Guardian. Expirations in Guardian can be configured to have different behaviors. If a lockout happens in the Guardian system, it is displayed in Partner Insights. If a user specifically marks a driver or
What roles can make a request for carrier access to a terminal?
Suppliers, and buyers can make a carrier request to a terminal owner. Carriers can also request access by sending a partnership request to a terminal owner. (Supplier role rollout will be later.)