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Persons/Drivers

Persons/Drivers

Manage and edit Persons/Drivers


Important functions

FunctionDescription
AddAdd new driver 
Actions

Edit Driver/Person

Delete Driver/Person

Password settings

Driver AuthenticationAssign identification chips to drivers

Driver authentication

Under Persons/Drivers → Driver Authentication you can assign identification chips (driver card, iButton, RFID chips) to the right driver.

Security settings

Set new passwords:


SettingDescription
Password Change Requiredif ticked, the user has to change the password on the first login 
Login valid to/Login locked until

Restrict login of the user.

Send password reset linkSends an e-mail with a password reset link to the user, if an e-mail address is specified.
Two-Factor AuthenticationIf activated, the user has to authenticate additionally with a smartphone app.

Edit driver/person - General


SettingDescription
Name*

Required for login into the software.

E-Mail

Required for "Send password reset link" e-mails.

Required for reports that are automatically sent per e-mail.

Report GroupUsed for grouping in reports.
tagsUsed for filtering and grouping
Disable date

Used to deactivate or reactivate drivers.


Additional data

Most important setting is Assigned Driver IDs.

There are many other optional settings for the driver.


SettingDescription
User permissions

Set what a user can see.

Booking function

Settings for the booking function (reservations)

Sending of reports.

Time data (optional)Settings for clock-in and clock-out.
Fringe benefitSettings for fringe benefit report.


Logbook

Settings that allow the driver to view logbook trips in the software.

Settings
Description
GeneralLogbook App

Give driver access to logbook.

Driver PermissionsUse app for asset driver login/logout


(Current) User App Settings

Settings can be change by the driver

Changes are possible in the logbook module


User last app comment

Use the following private mode info instead of private switch

overrides private switch

Current logbook private mode statethe current and following trips will be marked as private

Cost centerUsed for the logbook


Logbook settings for drivers

In the upper right corner, driver can access the Driver Settings.


The driver can choose the vehicle they drive and set default values that are applied to every new trip.

Default values can be overridden in the logbook module.

User permissions

User permissions can be extended or restricted for separate users for different functions.

Permission Groups

Permission groups can be set for the user.

 

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