Account Settings Overview

Modified on Fri, 13 Jun at 9:37 AM

The Account Settings section in PortPro provides tools to configure foundational system behavior, customize document output, manage user roles, and define terminal-specific preferences. This article outlines the key configuration areas and their functions.

Watch the tutorial walkthrough for a guided explanation of the Account Setup process.

1. Document Designer – Configuration

The Document Designer allows for customization of system-generated documents such as invoices and dispatch sheets.

Use free-text fields to enter your company address, invoice notes, or other default text.
On the Configuration page, toggle data fields on or off per document and per terminal (useful when managing multiple ports or rail locations).
Some fields accept free-typed input (e.g., address fields), while others use dropdowns (e.g., date formats).
After setup, always click "Save as New Configuration" in the top-right corner to apply changes.

2. Groups

The Groups feature streamlines the process of setting up tariffs, quotes, and automated communications.

Group together closely located ports, cities, or zip codes for efficient application across the platform.
For instance, grouping NY/NJ ports avoids repetitive data entry for each location when configuring tariffs or pickup options.

3. Port Markets (Super Admin Access Only)

Port Markets lists available port and rail terminals across the U.S. and Canada.

Selecting terminals from this list automatically generates corresponding customer/organization profiles.
Container Tracking Credentials can be configured after terminal setup to enable tracking integrations.

4. Role Management

Role Management allows admins to create customized user roles with tailored permission sets.

Define and name a new role.
Assign specific permissions that reflect the responsibilities of that role.
These custom roles can be applied to internal users via Users & Permissions.

5. Routing (Super Admin Access Only)

Routing settings control how load movements are structured in the system.

Default Drop sets the default drop location (e.g., a yard) for new loads. This is automatically applied when a prepull or similar move is added.
Stop Offs define intermediate stops (e.g., fuel stations, exams, scales). They cannot be used as starting or ending points but are used between route segments.
- Stop Offs can also be referenced in Charge Profiles for billing or driver pay automation.

6. Terminals (Super Admin Access Only)

Terminals represent distinct geographic locations (port/rail areas) within PortPro.

Use terminals to segment loads, customer profiles, internal users, and settings.
Customize the Load Prefix and enable SCAC codes if needed for documentation or automated appointment scheduling.
Terminal creation is enabled by request—please contact the PortPro Support Team.

7. Users & Permissions

The Users & Permissions section controls access to system features for internal users.

Add new users or edit existing users using the pencil icon.
Configure terminal visibility, role assignments, and feature access.
Assign Customer Service Representatives (CSRs) or Sales Agents to customer profiles directly.

System Roles vs. Custom Roles

System Roles (e.g., Admin, CSR) are built-in default roles.
Custom Roles are created in Role Management and allow for flexible, organization-specific permissions.

? For a detailed breakdown of user permissions, visit: Users & Permissions Article