Add new users to your Truckpedia account, assign roles, and manage access levels. Whether you're assigning administrative duties or limiting access to certain modules, these steps will help you manage your team's permission efficiently.
What You'll Learn
- How to add new users to Truckpedia.
- How to assign roles and manage access levels.
- How to update or deactivate user accounts.
Steps to Add a New User
1. Access User Management Settings
- Go to the Settings tab on the bottom left of your Truckpedia dashboard.
- Select Manage User from the options.
2. Add a New User
- Click Add New User.
- Enter the user's name and email address.
3. Assign User Role
Under Role, choose the appropriate access level for the user:
- Admin: Full access to all modules and settings.
- Dispatcher: Limited access (e.g., accounting, reports, marketing campaigns) but no access to the home dashboard.
- Tag Operator: Assign a user to manage a specific tag
- Warehouse Operator: Restricted to warehouse-related operations.
- Sales: Limited access to customers, carriers, CRM, and marketing campaigns.
4. Submit the User Info
- Once you’ve filled in the details and assigned the role, click Submit.
- An email will be sent to the user with their login details.
Managing User Access
5. Edit User Permissions
- To modify a user’s role or access, click Edit next to their name.
- Update the role or access level as needed, then click Submit again.
6. Deactivate User Account
- As an Admin, you can deactivate a user’s account at any time.
- To deactivate, click Deactivate next to the user’s name.
- Always double-check role assignments to ensure users have the appropriate level of access.
- If you encounter any issues, reach out to the support team for assistance.