---
title: Organization Settings
description: Configure user profiles, email signatures, passwords, DAT/MCP credentials, roles, teams, and visibility settings in MVMNT Account Settings.
---

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1. [MVMNT | Help Center](https://help.mvmnt.io/?hsLang=en)
2. [Getting Started](https://help.mvmnt.io/getting-started?hsLang=en)
3. [Organization Settings](https://help.mvmnt.io/getting-started?hsLang=en#organization-settings)

# Organization Settings

## Configure profiles, email signatures, roles, teams, and integrations

**Use Organization Settings (the Account Settings modal) to keep your profile accurate, control who can access what, and make sure outbound emails and integrations work the way your team expects.**

### Before you start

- You must be signed in to MVMNT.
- To edit another user's settings, you need the **Admin** role.
- To use DAT or MCP fields, your organization must have those integrations enabled (DAT also requires org-level DAT credentials first).
- If your email shows "not verified" for sending, an admin may need to configure DNS in **Branding Settings**.

### How to open Organization Settings

1. Click your user menu (top-right corner of any page).
2. Select **Account Settings**.

**Expected result**: The Account Settings modal opens with your profile fields, email signature, and integration credentials.

### Update your personal information (your profile)

1. Open **Account Settings**.
2. Update your **Name**, **Phone**, and **Extension**.
3. To change your **Avatar**, upload a new image when prompted (this is only available for your own profile).
4. Click **Save**.

| Field | What it affects | Who can edit |
| --- | --- | --- |
| Name | Your display name across shipments, assignments, and user lists | You, Admin |
| Avatar | Your profile image in tables and assignments | You (only) |
| Email address | Your login and sending identity | Read-only after creation |
| Phone | Your contact number for internal and customer-facing workflows | You, Admin |
| Extension | Your phone extension | You, Admin |

**Note**: Phone numbers are auto-formatted to US format, such as **(555) 123-4567**.

### Set up your email signature

Your signature is appended to platform-sent emails that support signatures.

1. Open **Account Settings**.
2. In **Email Signature**, enter your signature content.
3. Use the editor toolbar for formatting (bold, italic, underline, alignment, lists, block quotes, links, images, strikethrough).
4. Click **Save**.

#### Check your email verification status

- **Verified** (green check): You are ready to send.
- **Not verified** (orange warning): Click the indicator to resend verification, or ask an admin to complete DNS setup in **Settings \> Branding**.

### Change your password

1. Open **Account Settings** for your own profile.
2. Click **Change Password** (key icon).
3. Enter your current password and new password, then confirm.
4. Save your changes.

**Note**: The Change Password option only appears when you are editing your own profile.

### Add or update integration credentials (DAT, MCP)

#### DAT user email

1. Open **Account Settings**.
2. Enter your **DAT User Email** (the username tied to your DAT account).
3. Confirm the status indicator: 
     - **Connected** (green): Username verified.
     - **Invalid username** (red): DAT could not verify the username.
4. Click **Save**.

**Tip**: DAT validation happens in real time, so you can correct the username immediately if it fails.

#### MCP username (MyCarrierPackets)

1. Open **Account Settings**.
2. If MCP is enabled for your organization, enter your **MCP Username**.
3. Click **Save**.

### Admin: manage another user's settings

Admins can adjust access, visibility, and commission settings for other brokerage users.

1. Go to **Settings \> Users**.
2. Open the user you want to edit.
3. Update the settings described below.
4. Click **Save**.

#### Role management (Admin only)

| Role | What it allows |
| --- | --- |
| Admin | Full platform access and brokerage settings |
| Manager | Full access within assigned team(s); can manage and invite team members |
| Customer Rep | Customer work; shipments; carrier info read-only |
| Carrier Rep | Carrier work; booking; customer info read-only |
| Accounting | Invoicing and payments; customer and carrier info read-only |
| Compliance | Limited to managing customer or carrier profiles |

- Selecting **Admin** automatically grants all other roles.
- Selecting **Manager** automatically grants Customer Rep, Carrier Rep, Accounting, and Compliance.

#### Team assignments (Admin only)

- Assign users to one or more teams to support customer ownership, workload distribution, and team-based commission inheritance.
- Managers typically see data scoped to their assigned team(s).

#### Visibility settings (Admin only)

Visibility controls what shipments and customers a user can access. This is typically available for non-Admin and non-Manager roles.

| Setting | What the user can see | When to use |
| --- | --- | --- |
| Inherit | Based on role and organization defaults | Most teams that follow a standard access policy |
| Limited | Only shipments and customers where the user is tagged | Reps who should only work their assigned accounts |
| All | All shipments and customers | Users who support across accounts and teams |

#### Commission settings (Admin only)

Commission settings only appear when commission tracking is enabled for your organization.

1. Toggle **Enable Commission** on or off for the user.
2. Review the plan assignment: 
     - **Inherited plan**: Comes from team membership (read-only).
     - **Custom plan**: User-specific plan with custom rates.
     - **No plan**: Create a custom plan if needed.
3. If the user inherits a plan but needs exceptions, set an **Override Commission** plan.

#### Report export permissions (Admin only)

- Enable **Allow Export** to let the user export reports.
- Keep this off for users who should not extract large datasets.

### Portal user limitations

Users in shipper or carrier portals see a reduced version of the modal. These fields are available:

- Name
- Avatar
- Email address
- Phone number
- Extension

Roles, teams, visibility, commission, export permissions, and integration credentials are hidden for portal users.

### Common issues

**I can't change my email address.**

**Solution**: Email is read-only after user creation. If the email is wrong, an admin should create a new user with the correct email.

**"Change Password" is missing.**

**Solution**: This option only appears when you are editing your own profile.

**DAT shows "Invalid username".**

**Solution**: Confirm your DAT user email is correct. If it still fails, verify your organization has DAT configured at the org level.

**Email shows "Not verified".**

**Solution**: Click the warning indicator to resend verification. If it remains unverified, ask an admin to complete DNS verification in **Settings \> Branding**.

**I don't see Roles, Teams, Visibility, Commission, or Export settings.**

**Solution**: Those controls require the **Admin** role, or you are editing a portal user (which hides admin-only fields).

- [Getting Started](https://help.mvmnt.io/getting-started?hsLang=en#main-content)

    - [Integrations](https://help.mvmnt.io/getting-started?hsLang=en#integrations)
    - [Organization Settings](https://help.mvmnt.io/getting-started?hsLang=en#organization-settings)
- [Brokerage Basics](https://help.mvmnt.io/brokerage-basics?hsLang=en)
- [Tracking Financials](https://help.mvmnt.io/tracking-financials?hsLang=en)
- [Load Board Posting Guide](https://help.mvmnt.io/load-board-posting-guide?hsLang=en)
- [Integrations](https://help.mvmnt.io/integrations?hsLang=en#main-content)

    - [Integration Walkthrough](https://help.mvmnt.io/integrations?hsLang=en#integration-walkthrough)
- [Features](https://help.mvmnt.io/features?hsLang=en#main-content)

    - [Commission](https://help.mvmnt.io/features?hsLang=en#commission)

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