This guide will walk you through the steps to add new driver details and configure your transportation details seamlessly.
Accessing the Drivers Tab
Locate the Transportation section in the sidebar, then click the arrow next to it to expand the menu.
From the expanded "Transportation" menu to access the Drivers tab.
You will be redirected to the Drivers page, where you can start configuring your new Drivers details.
Adding New Driver
Important Note:
Before Adding a driver, you need to ensure that a vehicle is created and configured for this Event.
Support article on how to add a new vehicle.
Open the Add Driver Form
On the top-right corner, click the + Add Driver button. This will open a form or modal for adding driver details.
Configure and Add a New Driver
Fill in Driver Information:
First Name and Last Name: Enter the driver's full name (required).
Contact No.: Add the driver's phone number and select the appropriate country code (required).
ID: Input the driver's identification number.
Employer: Specify the employer's name or organization (optional).
Status: Toggle the switch to activate the driver’s status if they are currently available.
Set Driver's Availability:
Select a Vehicle: Choose the vehicle assigned to the driver from the dropdown menu.
Events: Assign the driver to a specific event by selecting it from the dropdown.
Complete the Process:
Once all details are entered, click the Create button in the top-right corner to save the new driver's configuration.
If needed, click Cancel to discard changes.
Configuring Credential Details for a New Driver
Important Note:
These credentials will be used by the driver to log into the Driver App
Username:
Enter a unique username for the driver. This will serve as their login ID.
Password:
A secure password is automatically generated. Ensure the password meets security requirements (you'll see a green "Your password is good" confirmation).
Optionally, click the eye icon to view the password or copy it to share with the driver.
Reset Password:
If needed, use the Reset Password link to generate a new password.
Generate QR Code:
Click the Generate QR Code button to create a scannable QR code for the driver. This can simplify access and streamline their onboarding process.
Save the driver's details
After completing all required fields, click the Create button in the top-right corner to save the new driver.
If you wish to exit without saving, click the Cancel button.
Bulk Actions
Import Drivers in Bulk:
Click the Import button in the top-right corner of the "All Drivers" page.
In the Upload .xls dialog:
Drag and drop your
.xlsfile or click to upload it manually.If unsure about the format, download the provided template file to structure your data correctly.
Once uploaded, the system will add all drivers listed in the file.
Export Driver Data:
Use the Export button to download the current driver list for offline editing or record-keeping.
Add a New Driver Individually:
Click the + Add Driver button to open the driver configuration form for individual entry.
Edit Existing Driver Information:
Use the Edit button (pencil icon) next to a driver’s name to modify their details directly.
These steps ensure the driver has secure access to their system credentials and is ready to go live.