As a Turvo Admin, Super Admin, or users that have custom roles with admin permissions, you have the ability to invite your business partners to join you within the Turvo network for free from your tenant.
Users you invite will have instant access to their Turvo tenant and can begin taking action on shared shipments and setting up account details. Tenants created from invites have basic functionality, allowing the invitee to collaborate with the inviter. To gain full functionality, anyone who is invited will have to contact Turvo to claim their tenant.
This article covers:
- How to invite your Partners to Turvo
- What happens next when you send an invite?
- Disconnecting from Partners
- Managing your connections
How to invite your Partners to Turvo
Invites can be sent to the customer and carrier accounts that have been added to your tenant and are in an Active status. When you view your carriers and customers in Turvo, you’ll notice a button next to their name to CONNECT.
All added carriers and customers will have the CONNECT button, however, if the carrier or customer is still in a Created status, it will be greyed-out until moved to an Active status.
Inviting customers
When the CONNECT button on a customer’s profile is blue, you can click to send an invite. The modal displayed in the image below will pop up requesting some information.
Note: The CONNECT button is only visible to users with Admin, Super Admin, and custom roles with admin permissions.
- Invite contacts: Enter in the contact you want to send the invite to. If you do not have the correct contact added to Turvo already, you can create a new contact by clicking the + New Contact button that pops up when you click into the Invite contacts field.
Note: For security reasons, domains that are public (such as gmail) are not able to receive self-service invitations.
- Shipper portal:
- Rating & quoting: Allow customers to see ratings and quotes from carriers.
- Booking: Allow the customer to book carriers directly from their tenant.
- Modes: Determine which modes are supported in the rating, quoting, and booking feature.
Note: You can adjust your customer’s settings for sharing carrier information and rating/booking from the customer’s account page in your Turvo tenant. See our Managing carrier information sharing, rating, and booking preferences for your customers article for more information about managing these permissions.
Once you’ve entered in all the fields, click SEND INVITE.
Inviting carriers
When the CONNECT button on a carrier’s profile is blue, you can click to send an invite. The following modal will pop up requesting some information.
- Invite contacts: Enter in the person you want to send the invite to. If you do not have the correct contact added to Turvo already, you can create a new contact by clicking the + New Contact button that pops up when you click into the Invite contacts field.
Note: For security reasons, domains that are public (such as gmail) are not able to receive self-service invitations.
Once you’ve entered in all the fields, click SEND INVITE.
When the invite has been sent, the CONNECT button in the customer or carrier’s profile will change to say INVITE CONTACTS.
Clicking INVITE CONTACTS will pop up a modal window which will allow you to resend any invites that you've previously sent, or click under the "Invite new contacts" section to select another contact to invite. Existing contacts that have been associated to that carrier or customer account will pre-populate in the drop-down, or a new contact can be created directly from here.
The customer or carrier contact that you invited will receive an email at the email address on their contact profile, allowing them to accept your invitation and work together in Turvo. The email will indicate the name of the person who sent the invite, as well as your company name. If there are any shipments created with them, a preview will also be included letting them know how many shipments you’ve created with them, and the details of the most recently created shipment.
At the bottom of the invite, the invitee can click the ACCEPT INVITE button to begin their account setup. For more information on how your partners accept and set up their account, please see How to accept a Turvo connection request.
Once the invitee accepts the invite, the Admin, Super Admin, or user with admin permissions who sent the original invite will receive a notification email. This email includes an APPROVE button.
Click the APPROVE button to approve the tenant immediately, the original Admin, Super Admin, or user with admin permissions who sent the invite can make changes to the tenant before approval. See Shared Tenant Configurations below if you want to set the tenant configurations.
Once approved, the tenant is then claimed by the invitee. When the tenant is claimed, the Admin, Super Admin, or user with admin permissions who sent the original invite receives an email notification.
Once you are connected, a blue Turvo icon will appear next to the customer or carrier’s profile image in your Turvo tenant:
Disconnecting from connected partners
Similar to any social networking site, the Admins, Super Admins, or users with admin permissions from the organization that sent out the invites has full control over who they are connected with and can disconnect from a customer or carrier partner at any time.
To disconnect, hover over the three dots in the upper right corner of the profile card, and select Disconnect.
Disconnecting from a partner stops all further sharing with that partner. If you no longer work with a particular carrier or customer, you can disconnect from them to prevent any further sharing or updates.
Managing your connections
The easiest way to find and manage your connections is using the Network tab in the left navigation menu. For more information on managing your connections and using the Network tab, see our Managing connections in the Network tab article.
Shared Tenant Configurations
You have the ability to manage several configurations for a newly-created tenant that you are connected to. When a new tenant invitation is sent, you can set the initial configurations for that tenant.
Important note: For these settings to appear, the invited tenant status must be Connected and have an onboarding status of either Unclaimed or Pending Setup.
If the invited tenant is Not Connected, or if the connected tenant's onboarding status is Completed, these settings do not appear.
These settings are located in the Details tab of the account under the Tenant configuration section.
Expanding the Tenant configuration section reveals several configuration categories. Expand each category to reveal the configuration toggle switches.
You are able to set the following configurations:
- Appointments
- Apply cascading appointment time adjustments on multi-stop shipments
- Orders and Inventory
- Ability to calculate inventory based on orders
- Enable external IDs for orders
- Enable item master, shipments and orders will pull item data from item master
- Documents and Invoicing
- Ability to email multiple documents to account contacts
- Allow auto-generation of invoice when selected in UI
- Append documents to invoice
- Ability to add special instructions to documents at customer account level
- Documents automatically sharing from shared tenant to other tenant
- Ability to add terms to BOL document in Turvo
- Ability to edit documents via the admin console
- Allow unique invoice number
- Exceptions, Tasks, & Tags
- Auto share exception created by carrier
- Auto share exception created by customer
- Enable tasks in workbench
- Enable workflow link
- Enable tags on Shipments
- Enable new tag created when tagging a shipment/order from the FAB icon.
- Shipments
- Shipment list viewed enabled in UI
- Auto Update To Processing
- When all stops on shipment have been completed, status automatically moves to Route Complete
- When asset is removed from shipment, shipment status automatically moves to Route Complete
- Auto update status to covered when carrier is added
- Eta Check Params
- Allows shipper/customer to quote and book shipments for LTL in UI
- Ability to calculate eta based on mode type and source
- Within a shipment, auto-populate search results for carrier assignment
- Custom external IDs on shipment such as PO#s
- Turvo links automatically created when selecting Turvo links in create shipment modal
- Shipment odometer-reading enabled
- Shipment route.auto-work-time-calculation
- Shipment autocompletes all bill phase statuses between Route Complete and Complete
- Shipment skip-status-post-complete
- Cards on UI that capture the number of quotes on summary card within the summary tab of a shipment
- Cards on UI that capture the top carriers based on number of shipments on summary card within the summary tab of a shipment
- Shipment telematics-date-update.enabled
- Enable posting shipments to external loadboards
- Enable Geotab telematics
- Telematics geotab.separate Filter.toggle
- Send telematics data to broker tenant
- Ability to set approaching late and running late thresholds
- Settlements and Accounting
- Enable ACH 1 day for accounting systems
- Enable ACH processing for accounting systems
- Tenant wide carrier payment method, have option to select default or use config at carrier account level
- Enable papercheck for account systems
- Enable batched payments
- Accounts
- Ability to add special instructions to documents at customer account level
- Allow for duplicate customer account names
- Enforce UID on carrier accounts
- Ability to set approaching late and running late thresholds
- Carriers
- Allow Inactive Carrier Activate
- Auto update status to covered when carrier is added
- Tenant wide carrier payment method, have option to select default or use config at carrier account level
- Enable sharing of driver users as contacts to all connected tenants
- Enforce UID on carrier accounts
- Sharing shipments with assigned drivers via Turvo driver app
- Calculate eta for each stop with assumed dwell time at each location
- Ability to add drivers as users in carrier tenant
- Locations
- Enable Unique Turvo location UIDs
- Enable instructions for locations
- Location contact sent shipment public link via email
- Sharing and Network
- Auto share exception created by carrier
- Auto share exception created by customer
- Enable email notifications to customers for offers
- Link-configuration
- Enable offers for customers
- Enable offers tab in left nav
- Location contact sent shipment public link via email
- Enable note sharing by default
- Sharing shipments with assigned drivers via Turvo driver app
- Enable self service connect
- Enable network tab on left nav for self service connect
- Admin
- Ability to use keyboard when entering dates
- Non-admin users can view only group wide entities
- Enable authentication from 3rd party services such as SSO
- Ability to enable global tenant wide defaults
- Enable military time
- Use-v2-list-reporting
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