Carrier Onboarding & Management
      Back to home
      1. Platform Help Center
      2. Carrier Onboarding & Management

      How to Use the Carrier Onboarding Feature in Rose Rocket

      The Carrier Onboarding Feature in Rose Rocket streamlines the process of adding and onboarding carriers by automating data collection, document management, and compliance checks.

      Table of Contents

      Video Tutorial

      Set Up Your Carrier Onboarding Packet

      Customize Carrier Onboarding Workflow

      Set Up Status Notification

      Add New Carrier

      What Your Carrier Sees

      Review Carrier Onboarding Submission

      Check out this tutorial video, or keep scrolling for written step-by-step: 

      Step 1: Set Up Your Carrier Onboarding Packet

      1. Customize the Document Requirements: 

      • Start by navigating to your Settings.
      1 To begin, click here.
      • Next, choose the Partners under Module Settings, then Add type.
      3 Then, click on "Add type".
      • Choose the documents required for onboarding, such as:
        • WSIB (for Canadian carriers)
        • Cargo insurance
        • Hazardous materials certification
        • General liability insurance
        • C-TPAT certification
        • And more!
      4 Next up, click here.
      • Choose whether the document type is defaulted to Yes or No, depending on your requirements.
      5 After that, click on "Yes".

      Step 2: Customize carrier onboarding workflow with Widgets 

      Please reach out to your Acccount Representative or help@roserocket.com to customize your onboarding workflow.

      6 Next up, click on "Widgets".
      • Go to Widgets -> Partner.
      7 Click on "Partner".
      • Now, create a custom widget to suit your compliance requirements.
      8 Now, click on "+ Create custom widget".
      • Fill in the details to configure the custom widget.
      11 Click on "Service types".
      • Add the newly created widget to the carrier onboarding list of actions.
      13 Click on "Select".

      Ensure the Submit widget is always at the end since this is the confirmation button.

      14 Click on the element.
      • If you have created custom widgets, you'll need to update the security setting for the widgets to show up for your external users, i.e. your partner carriers. Go to the External tab. 
      15 After that, click on the element.
      • Review the sequence and turn on any widgets you want your partner carriers to see. 
      16 Click here.

      Step 3: Set up your notifications to receive updates on the carrier onboarding progress.

      17 Click on "Profile".
      • Check the box Onboarding Completed to receive progress notifications.
      18 After that, click here.
      • You can choose to receive notifications via email, in-app or both.
      19 After that, click on the element.
       

      Step 4: Now you're ready to add & onboard a new carrier. Click on '🚚 Partners' module in the main menu.

      22 Then, click on "🚚 Partners".
      • Following that, create a new partner profile.
      23 Following that, click on "Create partner".
      • Find them through our integrated FMCSA public carrier database.
      24 Click on the element.
      • Click Onboard Partner.
      25 Click on "Onboard partner".
       
       
      • Fill out the Reply To with your email address and Send To with the carrier's email so your carrier can receive the carrier onboarding packet and also reply to your email to provide additional information. 
      29 Afterwards, click on the element.
      • Select all the document types you want the carrier to upload for the onboarding packet. If you have set the default to Yes for any documents, they will be pre-checked.
      30 Click on "Partner Compliance Doc, Cargo Name".

        Step 5: What Your Carrier Sees

        • Your carrier will receive an email that looks like the one below, click Begin Onboarding.
        1 Click on "Begin onboarding".
        • They can follow the widgets that you have created to complete the carrier onboarding process. 
        2 Click on "browse files".
        • Click on Next.
        4 Click on "Next".
        • Follow the widgets to complete the carrier onboarding flow.
        6 Afterwards, click here.
        • Select Services.
        11 Click on the element.
        • Select Equipment.
        16 Now, click on the element.
         
        • Once the carrier fills out all the information, they can review once again in the Data Panel. Click Submit to confirm. 
        20 Click on "Submit".

        Step 6: Review carrier onboarding submissions

        • Updates to the onboarding progress will appear in the Activity Panel. 
        1 Click on "1".
        • If you've enabled notifications, you'll also receive an in-app notification bell or over email whenever the carrier has completed their onboarding, click "Review partner details".
        2 Afterwards, click on "Review partner details".
        • Securely store & categorize carrier's documents in the Documents tab.
        2 Click on "Compliance".
        • Review compliance documents and update compliance status.
        4 After, click on "Approved".
        • Review the contact information provided by the carrier and add more if needed.
        6 Following that, click on "Details".
        • Update the carrier's status to Active, Needs Review or Rejected.
        7 After that, click on the element.