How do I add Drivers, Admins, and Dispatchers?

You can edit or create new drivers, dispatchers, or admin users in the Employees section which is accessible using the icon that looks like 3 people huddled together on the left-hand bar.

To view a list of each type of role, simply change the dropdown in the search form and click on the "Search" button.



This section only shows one group at a time so it is important to change the drop-down AND click on the search button to see the other roles accounts.

The "Add Employee" button is located in the top-right of the screen.

Clicking on the "Add Employee" button will bring up an "Add Employee" form. It is important to fill in all of the fields with * next to them but it is even more important to change the "Role" to the type of account you are trying to create.

Once a role is selected, the fields required for that role will appear.

Note for the Drivers Role - you need to hit save, then you would be able to add either a personal or fleet vehicle to this driver's profile.

Please refer to this article to add fleet vehicles - 

https://transportlogistics.zendesk.com/knowledge/articles/360050391411/

To add a personal vehicle click Add Vehicle

Drivers have many more fields required than the other roles.

When filling in these fields, it is critical that the actual Drivers license, registration, and insurance information are registered.

If the expiration dates for registration, insurance, or the driver's license are expired, the driver will not be permitted to log into their driver application.

Finally, the last section in the form allows for "Job Options" definition. In this section, the job options defined in the settings section are shown as checkboxes. Checking these boxes will set them as "attributes" of the employee. If a job is booked that requires one of these attributes, only drivers with the option checked will be selected.