Managing provider accounts

How to add or edit provider accounts in the software

Managing provider accounts is available to customer users of the 7bridges software. You do not need a member of the 7bridges team to do this for you. Adding and editing an account is only available for users with the role Admin or Optimise. Read more about permissions and roles here.

Add a new provider account

1. Simply click the ‘New account’ button in the top right corner of the Providers section homepage
2. Enter the basic information about that provider account
3. Click ‘Save’

You can now add other information from the account detail page; including contract and rate card documents, contact information and connection types.

Edit a provider account

To edit the basic information and annual estimates for a provider account simply click the ‘Edit’ button in the top right hand corner of that account detail page.

Add rate contract and rate cards 

1. Scroll down to the 'Contract and rate cards' area 

2. Click the relevant 'Add' button

3. Add in the validity period for the contract or rate card you are uploading (this is a required field) and upload the contract or rate card file

4. Click 'Save' 

You should now be able to see your contract or rate card on the provider account details page 

Add in connections for receiving documents

In this section you are able to manage the connections that are used for receiving different document types from providers, e.g. invoices, shipment reports. 

1. Scroll down to the 'Receiving connections for invoices etc.' area 

2. Click 'Add connection'

3. Choose what type of connection you would like to add 

4. Fill in required information and click 'Save' 

How do I change the provider name for an account?

This is not possible at the moment due to the way ingested data gets attached to that account. Right now, you will need to create a new provider account with the correct information and then archive the incorrect account.