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Instructions

Add a User

  1. Navigate to Settings > Users and Groups > Users

  2. Click on the Add User Button

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  1. Assign a User Group to the user by clicking in the User Group drop-down menu. Click here for more information about what a User Group is.

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  1. Login Details

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  1. Create a are optional. Username, Password, and Confirm Password. These are required fields to complete if you wish to create a login.

Reset Username or Password: The User is Protected switch is enabled as default. This is to prevent accidental changes to be made regarding the username or password.

Reset Username or Password: To change the username and password, you will need to firstturnoffthe User is Protected switch and make the neccessary necessary changes and then turn the User is Protected switch back on before proceeding to the Save button.

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  1. You can disable a user by turning off the Enabled SwitchTo Disable a User turn the Enabled toggle switch off. Ensure you then select the Save Button to confirm it.

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c) You can Add a Label for the file (optional). Choose a document type from the list (mandatory)

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Edit Exisiting Users

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Trip History

  1. Trip History

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Advanced

  1. Advanced

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You can edit an exisiting user by clicking on the Pencil Icon

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  1. Edit or add changes if required. IE. User Group or Role

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