This guide provides step-by-step instructions for adding a Carrier User to the system. A Carrier User is responsible for managing carrier-related tasks on behalf of the carrier owner, including overseeing driver profiles, uploading and verifying DQ files, and ensuring compliance with system requirements. When a carrier adds a new Carrier User, they are automatically associated with that carrier.
Step 1 - Go to the User’s Tab
To begin, log in to your carrier account and navigate to the Users tab in the system. This section displays a list of all existing users associated with the carrier.
Step 2 - Click on the Add New User Button
At the top right corner of the page, click on the Add New User button. This will open a form where you can enter the details for the new carrier user.
Step 3 - Fill in the Basic Information in the Form
Enter the basic information for the new user, such as their name, email, mobile number etc. Please ensure that the email and phone number information is correct, as this is where the code will be sent that will help you log in (this is the two-factor authentication for added security).
There is also a Send Activation Email checkbox. If checked, an activation email will be sent to the entered email address, allowing the user to activate their account and set up their credentials.
Step 4 - Click on the Submit Button to Save Changes
Once all information has been filled in, click on the Submit button to save the new user.
Step 5 - View the User in the List
After submitting, the newly added user will appear in the list under the Users tab. You can search user by name or email and filter by their account status.
Step 6 - Carrier User Access and Responsibilities
If the Send Activation Email option is checked, the newly added user will receive an email with an activation link. The user must click on this link and follow the steps to activate their account.
Once activated, the carrier user will gain access to their assigned responsibilities. They can handle tasks such as:
Managing driver profiles
Uploading and verifying DQ files
Frequently Asked Questions (FAQs)
1. Can I edit a user’s details after adding them?
Yes, you can edit a user’s details by clicking on the user’s name in the list. This will open the form with pre-filled information, allowing you to update any details as needed. You can also modify details by clicking on the three-dot option before the user name. This will open the dropdown with an option to Modify
2. Can I delete a carrier user?
No, you cannot permanently delete a user, but you can deactivate their account by changing their status to Inactive.
To do this:
Click on the three-dot menu next to the user’s name.
A dropdown menu will appear—select Change Status.
A modal window will open, displaying a Status dropdown.
Select Inactive from the dropdown and click Submit to save the changes.
Once deactivated, the user will no longer have access to the system but will remain in the records.
3. What happens if I don’t check the "Send Activation Email" option?
If you don’t check the Send Activation Email option, the user will be added to the system, but they will not receive an email to activate their account. In this case, you will need to manually provide them with their login credentials or resend the activation email from the 'Modify User' form.
4. The user didn’t receive the activation email. What should I do?
If the user hasn’t received the activation email, ensure that:
The email address entered is correct.
The email is not in their spam/junk folder.
If the issue persists, you can resend the activation email from the Users tab.
5. How can I reactivate a deactivated user?
If a user has been deactivated, you can reactivate them by changing their status back to Active from the Users tab, following the same process used for deactivation. Once reactivated, the user will regain access to their responsibilities and system features.
6. What do the different user account statuses mean?
Active: The user can log in and perform their assigned tasks.
Inactive: The user is deactivated and cannot access the system.
Pending: The user has been added but has not activated their account yet. If they haven't received the activation email, you can resend it from the Users tab.