Transportation Admins have the highest level of access. Individuals in this role have full visibility into the system, including trips and vehicles from all locations as well as invoicing.

Limited Admins have the same authority as Transportation Admins but may not have access to these settings and set-up tables.

Click on the half-person icon in the top right-hand corner.

Select "Users" from the dropdown menu.

 

Click the “+” button at the top of the user list.

 

Fill out the form with the user’s information. The display name, first name, last name, and email are all required fields.

Click “Save.”

Locate the user in the list after saving. Click on the user’s name to reopen their profile.

 

Click “Assign Role.”

 

Select Transportation Admin or Limited Admin from the dropdown menu.

 

If you select Transportation Admin, move to the next step. If you select Limited Admin, you will also need to decide if this user needs access to Setup Tables and Settings. If they do, make sure to check the boxes. If not, leave them unchecked. 

Click “Assign.”

 

Click “Save.”