In your platform, drivers can be configured in two ways: as users with a driver role, who have access to the platform, or as registered drivers without access, whose information is stored for administrative purposes only. This allows you to manage both drivers who need to actively interact with the system and those whose registration is purely informational.
The distinction is made when creating a driver, either manually or through bulk import. Below, we explain how each case works.
1. Drivers with a Driver Role and Platform Access
Definition:
These are drivers who, in addition to being registered in the system, have access to the platform with their own user account and an assigned driver role.
Configuration:
This is defined by enabling the "Allow access to the application" option when creating or importing a driver.
2. Registered Drivers Without Access
Definition:
These are drivers who are registered in the platform for administrative or tracking purposes only, but do not have a user account to access the system.
Configuration:
If the "Allow access to the application" option is not enabled, the driver will be registered without access.
How to Manage Drivers
A. Manual Creation
Go to the Drivers module and select "Add".
Fill in the driver's information.
Decide whether the driver will have platform access:
Enable the "Allow access to the application" option if you want the driver to have a user account.
If you leave this option disabled, the driver will be registered without access.
B. Creation via Import
Download the import template from the platform.
Fill in the required fields in the template, ensuring you correctly set the "Allow access to the application" field:
true
: Creates a user with a driver role.false
: Registers the driver without creating a user.Empty: If left blank, the system will register the driver but will not create a user account.
Upload the completed template to finalize the import process.
How to Change Access Settings After Driver Creation
If you need to modify a driver's access settings:
Go to the driver’s profile in the module.
Enable or disable the "Allow access to the application" option as needed.
If necessary, contact our support team to disable a user’s access.
Common Troubleshooting
A driver needs access but doesn’t have it?
✅ Check if the "Allow access to the application" option is enabled.
✅ Ensure the driver's email address is correct.
What happens if I forget to configure the "Allow access to the application" field during import?
The system will register the driver but will not create a user account.
You can manually edit access for each driver or re-import the corrected data.
Conclusion
Distinguishing between drivers with platform access as users and registered drivers without access allows you to tailor the platform to your operational needs. Carefully configure this option when creating or importing drivers to ensure each profile has the appropriate level of access.