Set up your agency in SmartLoads

Updated October 12, 2026 · 1 min read

This checklist is for your agency's admin. Each step links to a longer article.

Sign in

1. Go to smartloads.io/auth.
2. On the Password tab, enter your email and password, then click Sign In.
3. No password? Use the Magic Link tab to get a sign-in link by email, or click Sign in with Microsoft to use your work account.

Forgot your password? Click Forgot password?, enter your email and click Send Reset Link.

Admins and brokers land on the board, called Smart Loads in the left menu. Dispatchers land on the dispatch page.

Check your agency profile

1. In the left menu, under Settings, click Agency Profile.
2. Click Edit Profile.
3. Check Agency Name, Account Type, Main Contact Name and Main Contact Email.
4. Click Save Changes.

Only admins see Agency Profile and Team Members in the menu.

Set your board work hours

On the same page, the Board work hours card holds your Timezone, Sync interval (minutes), Start time, End time and Work days. Change them and click Save work hours.

The default is 7:30 AM to 4:00 PM Central time, Monday to Friday, every 30 minutes. Scheduled syncs and imports run inside these hours, starting shortly before your start time. Truckstop auto-posting runs inside them too, and only while the board is switched on.

The page also has agency-wide switches, such as Board lifecycle and Covering from a rate con. Leave them as they are until you need them.

Next steps

1. Invite your team and choose what each person can open.
2. Add your customers and send each one their intake email.
3. Connect Truckstop to post loads through its API.
4. Install the Outlook panel on each mailbox.
5. If you use Aljex, install the Chrome extension on each computer.

Frequently asked questions

Who can change agency settings?

Admins. Other team members don't see Agency Profile or Team Members in the menu.

Where do I connect Truckstop and Outlook?

Under Settings → Connectors. Each card there has its own steps.