Adding Users
Adding Drivers and Dispatchers
Navigate to the Teams Page
From the side navigation menu, click on Teams
Drivers and Dispatchers Tabs
You will see a Drivers tab and, if the Multiple Dispatchers setting is enabled, a Dispatchers tab
To enable the Multiple Dispatchers setting, go to Settings > App Settings
Add a New Driver or Dispatcher
Click on the + New Driver or + New Dispatcher button
Fill in the required information (first name, last name, and email)
Select the Send email invite checkbox to send an invitation to the new user
Adding Customers and Carriers
Navigate to the Companies Page
From the side navigation menu, click on Companies.
Customers and Carriers Tabs
You will see a Customers tab and a Carriers tab.
To enable the Dispatch for Multiple Carriers setting, go to Settings > App Settings
Add a New Customer Contact
Click into the customer from the Customers table that you want to create a contact for
Once in the customer profile, click the + New Contact button
Enter the first name, last name, and contact email.
Select the checkbox for Send Invite to Customer Portal to send an invitation for the customer to create a Truckbase customer portal account
Invite an Existing Carrier
From the Carriers table, locate the carrier you want to invite
Click on the three dots menu next to the carrier and select Send Invite
Ensure the email address is populated for the carrier; they will receive an invitation to create a carrier login account
Deleting Users
Deleting Drivers, Dispatchers, and Carriers
Locate the User
Navigate to the appropriate tab: Drivers or Dispatchers on the Teams page, or Carriers on the Companies page
Delete the User
Click on the three dots menu next to the user you want to delete
Select Delete from the dropdown menu
The user will be removed from the respective table and will no longer appear in dropdown menus when creating new orders or trips
Note: Deleting a user does not remove them from past orders or trips; it only removes them from the selection for new orders or trips you create going forward
Re-enabling Deleted Users
There may be times when a driver, dispatcher, or carrier that was previously deleted needs to be re-enabled. This can happen if a driver or dispatcher returns to your team after leaving, or if a user was accidentally deleted. Follow these steps to re-enable a deleted user.
Navigate to User Management
As an admin, go to Settings > User Management
In the User Management table, scroll down to find the user you previously deleted
Re-enable the User
Click on the three dots menu next to the user and select Enable
The user will reappear in the respective Drivers, Dispatchers, Carriers, or Customer Contacts tab and will be available the next time you build an order or trip
Inviting New Users
Navigate to User Management
As an admin, go to Settings > User Management
Send an Invite
Click on the + New User button to open the Send Invite modal
Select the role you want to assign (admin, dispatcher, driver, or carrier)
Enter the first name, last name, and email of the new user
Click Send Invitation to invite the user to join Truckbase