WEBVTT

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Open Users for a quick team review.

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Search by name or email, or narrow the list with All roles and All teams.

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Check that you have found the correct person.

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Read the Role and Team columns together.

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The role identifies the account category, while the team field shows its manager assignment.

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Review these separately when someone changes responsibilities.

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Use the Status column to distinguish Active and Deactivated accounts.

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The seat counter above the list shows current usage and capacity.

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Review these before planning additional team invitations.

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Open Settings and find Notifications.

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Billing emails have their own switch.

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Under In-app notifications, choose the events you want in the notification bell, such as new loads, status changes, and uploaded documents.

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Review payment and exception alerts too, including Invoice paid, Invoice overdue, and POD still missing.

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Keep notifications relevant to your work, and use the matching Loads Hub section to follow up.