Manage Company Profile

Carriers, Permit Services, and OKDOT users can manage a company’s profile in the permitting system.

Navigation Options:

·  Click Continue to advance to the next page;

·  Click Previous to return to the previous page;

·  Click Cancel to stop your progress and return to the main menu.

 

*     To Edit a Company Profile (as Carrier or Permit Service)

1.     When you login, your company’s Dashboard will be displayed.  Click Management, which may be found above the upper right-hand corner of the permit list window, to display the Management Page. In the Management Page, click Manage Company Profile. The Manage Company Profile Page will load.

2.     If you are Permit Service or an OKDOT State user, you can select the company for which you wish to edit the profile by using the Account dropdown box.

3.     To edit the profile, click the edit profile button on the upper right corner of the page.  The Edit Company Profile Page will load.

4.     You may edit the following company profile information:

Entry Name

Detail

Billing Information

Address – Line 1

 

Edit the first line of the company’s business address, if needed.

Address – Line 2

Edit the second line of the company’s business address, if applicable.

City

Edit the company’s city of origin, if needed.

State/Province

Edit the company’s State, Province, or Country of origin, if needed.

Postal Code

Edit the company’s postal code, if needed.

Contact First Name

Edit the first name of the responsible individual, if needed.

Contact Last Name

Edit the last name of the responsible individual, if needed.

Contact Phone Number

Edit the phone number of the responsible individual, if needed.

Branch Information

Branch Name

 

Edit name of the branch, if needed.

Address – Line 1

Edit the first line of the branch’s business address, if needed

Address  Line 2

Edit the second line of the branch’s business address, if applicable.

City

Edit the branch’s city of origin, if needed.

State/Province

Edit the branch’s State, Province, or Country of origin, if needed.

Postal Code

Edit the branch’s postal code, if needed.

Branch Contact Information

 

First Name

Edit the first name of the responsible individual, if needed.

Last Name

Edit the last name of the responsible individual, if needed.

Phone Number

Edit the phone number of the responsible individual, if needed.

Email Address

Edit the email address of the responsible individual, if needed.

Fax Numbers

Edit fax numbers for the branch as necessary and/or add fax numbers using the add fax number button if needed

5.     When you are finished editing this information, you may click Continue to advance to the confirmation page.  At any time, you may click Previous to go to the previous screen or Cancel to return to the main menu.

6.     After you click the Continue button, the Confirm Company Profile page will load.  Confirm your changes to the company profile.  When you are finished, click Save to submit this information in the permitting system.  You may click Previous if you would like to return to the previous page and make additional changes.

 

*     To Manage Users

1.     When you login, your company’s Dashboard will be displayed.  Click Management, which may be found above the upper right-hand corner of the permit list window, to display the Management Page. In the Management Page, click Manage Company Profile. The Manage Company Profile Page will load.

2.     If you are Permit Service or an OKDOT State user, you can select the company for which you wish to manage users by using the Account dropdown box.

3.     Click the manage users button on the upper right corner of the page.  The Manage Users Page will load.

 

*     To Edit User

1.     On the Manage Users Page, select the User for whom you wish to edit permissions, and click Continue. The User Details Page will load.

2.     You may edit the following information:

Entry Name

Detail

Email address

Edit the email address associated with the account, if needed.

Deactivated?

Check the box if you wish to deactivate the account or Uncheck the box if you wish to activate it.

3.     When you are finished editing this information, you may click Continue to advance to the confirmation page.  At any time, you may click Cancel to return to the main menu.

4.     Confirm your changes to the company profile.  When you are finished, click Continue to submit this information in the permitting system.  You may click Previous if you would like to return to the previous page and make additional changes.

 

*     To Add New User

1.     On the Manage Users Page, click the add new user button. The Add New User Page will load.

2.     You may enter the following information:

Entry Name

Detail

User Name

Enter the User Name for the new user.

User Role

Select the appropriate role for the user

Email address

Enter the user’s email address

Deactivated?

Check the box if you wish to deactivate the account.

3.     Once done, you may click Continue to advance to the confirmation page.  At any time, you may click Cancel to return to the main menu.

4.     Verify the information on the Confirmation page.  When you are finished, click Continue to submit this information in the permitting system.  You may click Previous if you would like to return to the previous page and make additional changes.