How to Use Company Settings in CarrierOS AI
Company Settings control the company profile, users, billing, invoice behavior, settlement setup, API access, and support details for the account. The guide below explains the company settings in CarrierOS AI workflow and what to verify before moving on.
Settings should be changed carefully because they affect how the whole TMS behaves. This page helps admins keep company-level setup in one place.
Company settings in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Profile settings | Company identity, contact information, appearance, and operating preferences. |
| Users and access | Controls who can log in and what they can do. |
| Billing and documents | Controls invoice, settlement, and company document settings. |
| Advanced settings | API, webhooks, and other integrations when available. |
How to use this page
- Open Company Settings from the sidebar.
- Choose the specific settings section you need.
- Make small changes and save after reviewing the effect.
- Test related workflows when a setting affects invoices, settlements, users, or integrations.
Helpful tips
- Limit admin access to trusted users.
- Review invoice and settlement settings before live billing.
- Document important company setup decisions in internal notes.
