How do I Add or Edit a Driver?

 The purpose of this article is to explain how to Add or Edit a Driver. You can Edit a current Driver's password if you or they have forgotten it. 

It is important to know:

1) The feature to edit a current Driver's password is only available to Admins.

2)  The Drivers "Name" cannot be Edited once it is created.

 

For more in-depth steps, please refer to the following:

• How to add Equipment see the "How do I Add/Edit Equipment?" article.

• For further steps on how to add a Carrier see the "How to Add/Edit a Carrier" article.

Quick Look:

Add a Driver

• From "Settings" > Select "Web/Tablet users"
• Click "Create User" button
• Enter the Username, Email and Password
• Select "Role"
• Enter "Carrier" and "Equipment" (optional)
• Enter "Name" and "Cell Phone"
• Click "Save"

Edit a Driver

• From "Settings" > Select "Web/Tablet Users"
• Click directly on the User row
• Edit the information or Status
• Click "Save" button

Add a Driver:

1. Beginning at Settings select Web/Tablet Users.

2. To start, click on the Create User button, located at the bottom of the screen.

3. Enter a Username, Email address and Password.

4. Next, click the drop-down arrow to select the Role as "driver".

5. Once you've selected the driver role, select the "Carrier", "Equipment 1" and Equipment 2" by clicking on the drop-downs arrows. (These fields are optional).

Note: Once the "Equipment" and "Carrier" is selected for the driver, it will be the drivers default tractor/trailer Equipment and Carrier, these are always changeable.

6. Now you can add Name and Cell Number for the driver.

Important: The drivers name is the only feature that cannot be edited.

7. Last, click the Save button to Save the driver into the system.

Edit a Driver:

Reminder: The drivers name in the "Name" window cannot be edited.

1. Beginning at Settings select Web/Tablet Users.

2. Now select the Driver you need to edit by clicking directly on the Drivers row (this accesses Edit window).

3. First Edit the driver's information, then click the Save button when finished.

 

This concludes the steps of how to Add or Edit a Driver.

If you have any questions, you can contact us at [e-mail] or call

760-267-9040