# Set up your agency in SmartLoads

> Sign in at smartloads.io/auth. As an admin, open Settings → Agency Profile to check your agency's name, main contact and board work hours. Then invite your team, add your customers, connect Truckstop and Outlook, and install the Aljex extension.

Source: https://help.smartloads.io/set-up-your-agency · Updated 2026-10-12

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

## Sign in

1. Go to [smartloads.io/auth](https://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](https://help.smartloads.io/invite-your-team) and choose what each person can open.
2. [Add your customers](https://help.smartloads.io/add-a-customer) and send each one their intake email.
3. [Connect Truckstop](https://help.smartloads.io/post-loads-to-truckstop) to post loads through its API.
4. [Install the Outlook panel](https://help.smartloads.io/install-the-outlook-panel) on each mailbox.
5. If you use Aljex, [install the Chrome extension](https://help.smartloads.io/fill-aljex-with-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.