Invite your office and your drivers
Each person gets a role: an accountant sees the money, a dispatcher the loads, a driver only his own loads and pay.
Step by step
- Open Team. Under Invite a team member, type the Full name and Email.
- Choose the Role: Driver for someone who hauls loads, Admin + Driver for an owner who also drives, or Dispatcher for someone who books and assigns loads.
- Choose the Worker type (it is required) and press Send invite.
- They get an email to set their password with Forgot password?. After that they sign in and see My loads.
- Open Pay so they have a pay rule: their own, or your Company default.
Only a Driver or an Admin + Driver can be given a load. Hiring someone new? In HR, the Direct hire — skip the assessment box makes an onboarding invite: press Create onboarding invite and send them the link it shows.
Set up first
Each person’s name and email.
Worth knowing
- An owner who also drives needs the role Admin + Driver to be given loads.
- Team: type their name and email, and choose the role.
- Press Send invite. They get an email to set their password and sign in from their phone.