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What should I review when setting up my company?
Last Updated: 09/25/2026
Review your company information and DOT status first, then your contacts, their roles and access, your communication setup, and your company settings.
- Company > Information: name, DOT status, DOT number, and addresses.
- Company > Contacts: the Primary Contact, DER, and Safety Officer, and each person's security access.
- Company > Communication Setup: phone, fax, email, the secured fax for drug test results, and notifications.
- Company > Settings, then random testing, compliance checks, and credit if your company uses them.
After saving, reopen each screen to confirm the values were saved.
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