Create a New User
Add users to your company account to access facility and shipment information.
This process requires multiple steps including:
This workflow does not include steps for adding Carrier Users. For more information on how to add Carrier Users, please refer to Create a Carrier User.
After you have created the new organization user in User Management portal,
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Open Admin Settings.
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In the Users menu, click Org Users.
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Click Create User.
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Complete all required information for the user. Required information is indicated with the red asterisk. This includes the user's email, first and last names, their role, and the depots (or sites) they can view.
Note
While the Analytics toggle is visible and can be "turned on" for all created users, only Administrators have access to analytics information.
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Click Save.
The new user's information has now been added to the Users List in Admin Settings and they can now view and manage site and booking information.
Unlike the steps to create a new organization user, you do not create an account for the driver user in the User Management portal. To create a new driver user,
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Open Admin Settings.
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In the Users menu, click Org Users.
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Click Create User.
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Complete all required information for the user. Required information is indicated with the red asterisk. This includes the user's email, first and last names, their role (Driver), and the depots the will be performing tasks at.
Note
While the Analytics toggle is visible and can be "turned on" for all created users, only Administrators have access to analytics information.
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Create and confirm a password for the driver.
Important
Remember the password you created for the driver. The driver needs this password to log in to the spotter application.
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Click Save.