Profile and settings
Two pages hold your account details. Both open from the account menu at the top of the page:
- My profile — your name and photo, and your company's details and email addresses.
- Settings — security, notifications, saved locations, contacts, colleagues' access, and read-only information your carrier shares with you.
My profile
Your photo
Select Change Photo to upload a picture for your sign-in. Images must be 5 MB or smaller.
Company profile
The Company Profile form holds:
- Full Name — your own name as it appears in the portal,
- Company Name — your company's name,
- Phone Number, with an optional extension,
- Address, Location Details, Country, State, City and Zip Code.
Change what you need and select Save, or Cancel to leave without saving.
Email addresses
The Email card lists your company's email addresses.
- Select Add Email, enter the address, optionally choose its roles, and select Save.
- Use the options menu on an address to Edit or Remove it. A removed address stops receiving anything from your carrier.
Roles tell your carrier what each address is for: General, Invoices, Shipment updates or Other role.
Team members
Team members lists the people who have been invited to your company's portal account, with their status. To invite someone, see Inviting colleagues.
Advanced location details
The optional Advanced section shows your address on a map and lets you record extra location details: a Map Link, and the Latitude and Longitude of the address. Select Save location details to keep them. Add an address to your profile first — these details are saved against it.
Settings
Open Settings from the account menu. The settings menu is split into groups.
General
| Page | What you can do |
|---|---|
| Security | Change your password — see Signing in. |
| Notifications | Choose which notifications you receive in the portal and by email — see Notifications. |
| Locations | Manage your saved pickup and delivery locations (below). |
| Representatives | Manage the contacts your carrier can reach at your company (below). |
| Account access | See who can sign in to your account and invite colleagues — see Inviting colleagues. |
Setup
Discounts Management, Charge Types and Zones show information your carrier maintains for your account. You can read them but not change them; if something looks wrong, contact your carrier. Billing is where you manage your own saved cards.
| Page | What it shows |
|---|---|
| Discounts Management | Discounts on your account, with the amount, status (Pending, Approved or Rejected), when each was requested, and any notes |
| Billing | The cards saved on your account, where you choose the default card or remove one — see Saved cards |
| Charge Types | The additional charges that can appear on your shipments and invoices, and whether each has a Fixed amount or one Entered when used |
| Zones | The areas your carrier prices by, and the places each zone covers |
- Coming soon: Charge Types showing what each additional charge costs and how it is priced.
Other settings
| Page | What it shows |
|---|---|
| Guided tour | Start the portal tour again — see The guided tour. |
| Activity Log | Your own sign-in sessions on a date you pick, with start and stop times |
| Terms & Conditions | Your carrier's terms and conditions, with the date they were last revised |
| Version | The Customer Portal version and the RushHour API version. Include both numbers when you report a problem. |
Saved locations
Saved locations show up when you search for a pickup or delivery address on an order, so you do not have to enter the same address in full every time.
In Settings → Locations you can:
- Add Location — enter the Address, Address line 2, Country, State, City, Zip code and any Location details the driver should know, then select Save location.
- Edit or Delete a location from its row. Deleting cannot be undone.
- Tick several locations and select Delete selected.
- Export the list as a CSV file, or Print it.
- Search the list.
Representatives
Representatives are the people at your company your carrier contacts about orders and billing. When you create an order, you pick one of them as the order's contact.
In Settings → Representatives you can:
- Add Representative — enter a first and last name, email and phone number (with an optional extension). At least a first name, an email or a phone number is required.
- Edit a representative from its row menu.
Your main contact is marked Primary in the list, and is chosen by default on new orders. Changing which representative is primary, and removing a representative, cannot be done from the portal — ask your carrier to make those changes for you.