Set up your company
Go to Settings > Company to enter your display name, legal name, timezone, DOT and NPI numbers, phone, and street address, then click Save changes.
Your company profile is the first thing to fill in. It sets your name, timezone, and contact details across the portal.
Where Settings lives
Click Settings at the bottom of the sidebar, in the System group. Settings is organized into three groups on the left:
- Profile — Account, Company, and Security
- Operations — Driver Schedule, Fleet, AI Assignments, Imports & Exports, and Communication
- Business — Pricing, Subscription, Payments, and Team
For this article you only need Company, in the Profile group. The Company page has two sections: Company profile and Contact.
Fill in your company profile
Open Settings, then click Company.
In the Company logo card, click Change Logo to upload your logo. It appears inside the portal for you and your team.
In the Company identity card, enter your Display name (the everyday name your team sees) and Legal name (the name on your paperwork).
Pick your Timezone. Choose the timezone where you run trips.
Enter your DOT number and NPI number if you have them. You can leave these blank and add them later.
In the Contact & address card, enter your office Phone.
Under Street address, start typing your address and pick the right match from the list. City, State, and ZIP fill in automatically from the address you choose — you don't type them by hand.
Click Save changes at the bottom of the page.
Watch for unsaved changes
The Save changes button stays grayed out until you change something. Once you edit a field, an "Unsaved changes" note appears next to it — if you leave the page without clicking Save changes, your edits are lost.
What next? "Invite your team".