How to Configure Your Company Settings in OpenRoad TMS

OpenRoad TMS — Getting Started Series

This article walks you through the basic setup of your company's account in OpenRoad TMS: your company information, account passwords, email notifications, and general preferences. Completing this setup ensures your account information is accurate and that your team receives the right alerts.

Before You Begin

• You must be logged in with an Admin account. Some of these settings are restricted to Admin users only.
• From the main menu, look for the gear/Settings icon, or go directly to Settings from your account menu.

Figure 1 — The Settings menu and its sections: Account, Integrations, Passwords, Employees, Email Notifications, Preferences, and Access.

Step 1: Update Your Company Information

1. Go to Settings → Account → Main Info.

2. Review or update your company's legal name area (DBA), logo, address, and contact details (phone, fax, email).

3. Click Save to apply your changes.

Figure 2 — Company Information page. Values shown are examples.

4. Scroll down to Tax and Identifiers to review your Tax ID, MC number, DOT number, and SCAC code.

Figure 3 — Tax and Identifiers section. Values shown are examples.


Tip: Your legal company name cannot be edited from this page. If it needs to change, contact OpenRoad TMS Support.

Step 2: Set Up Your Module Passwords

1. Go to Settings → Account → Passwords.

2. Set an access password for each protected module: Load Password, Payroll Password, Adjustments Password, and Fuel Card Transaction Password, as well as your Tracking PIN.

3. Optionally, set your Team $ Per Mile Goal, used for performance tracking.

4. Click Save Settings when you're done

Figure 4 — Passwords configuration page.

Step 3: Configure Email Notifications

1. Go to Settings → Account → Email Notifications.

2. Browse notifications by area (Loads & Dispatch, Customers & Billing, Drivers, Safety & Compliance, Equipment & Maintenance, Payroll & Accounting, or Integrations & System).

3. Turn each notification On or Off, and set which email address(es) should receive it.

Figure 5 — Email Notifications page. Recipient addresses shown are examples.

Tip: You can search for a specific notification by name, or filter by area, using the search bar at the top of this page.

Step 4: Review General Preferences

1. Go to Settings → Preferences → General.

2. Here you'll find: General Alerts and Validations, Mobile App settings, and Email Notifications (also available from Step 3).

Figure 6 — Preferences menu, General section.

Frequently Asked Questions

Q: Who can change company settings?

A: Only users with Admin access can view and edit these settings.

Q: Will changing my company information affect existing invoices or documents?

A: No. Updates only apply to new documents generated after the change.

Q: I forgot one of my module passwords. What should I do?

A: Any Admin user can view or reset it directly from the Passwords page.

Q: Can I choose who receives a specific email notification?

A: Yes. Each notification type can be assigned to one or more recipients from the Email Notifications page.

Still need help? Contact our support team at help@openroadtms.com