Frequently Asked Questions
Find detailed answers for shippers, carriers, brokers, vehicle transport, account setup, and billing. Use keyword search or filter by category.
How do I create a FleetX Direct account?
Use the sign-up form and provide your company details and contact information. After verification, you can access the dashboard and start requesting shipments.
Read full answerHow do I invite team members?
Admins can invite users via email from the Users page. Assign the appropriate role so access matches their responsibilities.
Read full answerCan I enable multi-factor authentication?
Yes. Enable MFA in your account security settings and follow the setup steps. MFA adds an extra layer of protection for sensitive shipment data.
Read full answerHow do I connect integrations or API keys?
Navigate to Integrations and generate API keys or connect supported partners. For custom integrations, contact support for credentials and documentation.
Read full answerWhat security measures protect my account?
FleetX Direct uses encryption, role-based access, and audit logging. Enable MFA and strong passwords for the best protection.
Read full answerCan I set notification preferences?
Yes. Choose email and in-app notifications for key events like pickup, delivery, or exceptions. Each user can customize their own settings.
Read full answerHow do I manage payment methods on file?
Billing admins can add or update payment methods in the Billing section. Changes take effect immediately for new invoices.
Read full answerHow do I reset my password?
Use the "Forgot Password" link on the login page and follow the email instructions. For security, the reset link expires after a short time.
Read full answerCan I customize the dashboard?
You can pin key widgets, adjust views, and save filters for recurring workflows. This keeps your most important metrics visible.
Read full answerWhat data is retained and for how long?
We retain shipment, billing, and audit records to support compliance and reporting. Specific retention periods can be reviewed with your account team.
Read full answerWhat happens when a user leaves the company?
Deactivate the user to revoke access while preserving audit history. You can reassign open tasks and shipments to another user.
Read full answerHow do I verify my email and company?
Click the verification link sent to your email and complete any company validation steps requested. This helps us keep the network secure and compliant.
Read full answerHow do I set default equipment or service preferences?
Set defaults in your account preferences to speed up quoting. These defaults can be overridden per shipment when needed.
Read full answerHow do I close or deactivate my account?
Contact support to request account closure. We will confirm any open shipments and provide data retention guidance before deactivation.
Read full answerHow do I export reports?
Reports can be exported from the Analytics section in CSV format. Choose the date range and metrics to generate the export.
Read full answerHow do I update company profile and billing info?
Go to Company Settings to update addresses, contacts, and billing preferences. Changes are logged for audit purposes.
Read full answerHow do I manage user roles and permissions?
Admins can assign roles from the user management page. Roles control access to quotes, billing, and reporting features.
Read full answerHow do I manage saved locations?
Use the Locations section to add, edit, or deactivate addresses. Saved locations speed up quoting and ensure consistent pickup and delivery details.
Read full answerHow do I view shipment history?
Use the Shipments page to filter completed loads by date, lane, or customer. You can export results for reporting.
Read full answerHow do I contact support from my account?
Use the Support page to submit a request or chat with our team. Provide shipment IDs for faster resolution.
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