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How to use team assignee to track commissions and responsibilities

January 28, 2021

How to use team assignee to track commissions and responsibilities
Author
Terrence Wang

Terrence Wang

Head of Marketing

Summary

You can use the team member assignee capability in FreightPath to assign a given use to any shipment.

Contents

The team member assignee functionality can be used for each individual shipment to assign specific team members (i.e. users) to shipments. This will then be logged in FreightPath for analytics and reporting purposes.

By default, the team member assignee is the creator of the shipment. FreightPath always tracks the creator of each shipment separately - the team member assignee is purely for user data logging.

Assigning a new team member

To assign a new team member to a shipment, first navigate to the shipment create or shipment edit forms through the new shipment button at the top right of the header or the edit load button available in the shipment card or shipment details page.

By default, the shipment assignee will be the creator of the shipment. To change this:

  1. Press the X button at the end of the form field
  2. Begin typing to search for users (based on first and last name)
  3. Select a user from the list based on the autocomplete suggestions
  4. Press create or save to save your changes

If the team member you are looking for is not in the list, make sure that the user is in FreightPath and has an active FreightPath seat. To do so:

  1. Go to settings by clicking the gear icon in the upper right had corner
  2. Click "Users" to see a full list of users
  3. Make sure the user you are looking for is in FreightPath, has a user seat, and is spelled correctly

If the user does not have a seat, please contact your FreightPath admin or if you are an admin navigate to the "Billing" tab to purchase additional user seats.

If the user has a seat but has incorrect information, click the pencil "edit" icon to bring up a modal and adjust any user information. Press save to save your changes and you should see the changes reflected in the team assignee field.

If the user you are looking for is in the "invited" table, an email invite has been sent but they have not accepted it yet and is therefore not a user in FreightPath yet. Either confirm separately with the person in question that they have received and completed the email (check the spam folder) or cancel and resend the invitation.

If issues persist or a user is stuck in an invited state or If at anytime an error message appears at the bottom of the screen, please report it to FreightPath Support using the chat bubble on the lower right hand side corner of the screen. Include your name, phone number or email, and the specific issue you encountered. The more detailed your description, the faster we can address your issue.

Filter based on team member in shipments

To find all the shipment assigned to a given team member, navigate to the shipment index page by clicking the truck icon in the left main menu. Then, proceed to use the assignee filter field to filter all your shipments by the assignee.

This can be used to quickly create user-specific views and to identify missing gaps in each users shipment-by-shipment performance as an agent or a dispatcher.

Filter based on team member in analytics (sales performance/commision metrics)

To create analytics views based on team member, first navigate to the Analytics page using the graph icon in the left had menu. Then, use the assignee field to search for and select the user you are looking for.

The metrics will then be isolated to shipments assigned to a particular user. This can give you key feedback into the performance and activity of a user over time - for example the number of shipments booked by a given agent month over month. It can also give you a better idea of key high-level metrics like revenue, margin produced by an agent, and the success rate of shipments based on delivery on-time rate and error rate.

The same process can be used in the Reports page to generate CSV or Excel compatible version of the same information. SImply navigate to the reports page using the left side menu and repeat the same steps. Reports will be emailed to the email you signed into FreightPath with as soon as they are complete. This process can take a few minutes.

If no items show up or the metrics are blank, or no report is sent, first check to make sure the assignee has shipment history using the Shipments filter function. If issues persist or at anytime an error message appears at the bottom of the screen, please report it to FreightPath Support using the chat bubble on the lower right hand side corner of the screen. Include your name, phone number or email, and the specific issue you encountered. The more detailed your description, the faster we can address your issue.

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