Managing Users & Company Settings

  1. Click your name in the top right corner and select Administration.
  2. Click Add User and enter their information.
  3. Choose user access levels by clicking Assign Same Permission or Unique Permissions.
  4. Select ProTransport Enterprise (and other applicable permissions), then click Invite Users.
  5. Click Company Settings at the top and verify your company information. Once updated, click Save.
    • Check the box to include your company name in your invoices.
    • Click the gray box to upload your company’s logo.
  6. Under Integrations, you can choose to integrate any of your EFS or WEX fuel cards. 
    • If your card was purchased through RTS, your integration will be automatically enabled. 
    • For all other EFS and WEX products, click the link and follow the Data Sharing instructions to get credentials.
  7. You can also integrate your company's QuickBooks Online account by reviewing our training video for step-by-step instructions.

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