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Create new drivers accounts

Creating new driver accounts is an essential step in managing your fleet efficiently. This guide explains the process and provides a short video tutorial for additional assistance.


Steps to Create New Driver Accounts

Step 1: Access the Drivers Section

  1. Navigate to the Drivers section in the Backoffice application.
  2. Locate and click the “Create New Driver Account” option.

Step 2: Enter Driver Information

  1. Fill in the required fields for the new driver account:
    • Driver Name: Enter the first and last name.
    • Contact Information: Include email, phone number, and address.
    • Driver Credentials:
      • Add driver’s license number and expiration date.
      • Provide PCO license information, if applicable.
    • Vehicle Assignment: Link the driver to a vehicle if one is available.
  2. Additional optional fields include:
    • Driver Status: Set the account status to Active, Pending, or Inactive.
    • Contract Type: Specify the type of contract (e.g., full-time, part-time).

Step 3: Save the New Driver Account

  1. Once all required fields are completed, click the “Save” button.
  2. The new account will appear in the Drivers List, categorized by its status (Active, Pending, or Inactive).

Key Features of Driver Account Management

  • Centralized Fleet Management: Easily add, edit, or deactivate driver accounts.
  • Customizable Account Settings: Configure detailed driver profiles, including licenses and vehicle assignments.
  • Status Control: Manage driver availability by updating their account status.

Video Tutorial

For a detailed walkthrough, watch the short video tutorial demonstrating how to create new driver accounts and manage fleet operations.