Where to find it
Open Team in the office sidebar. The page is titled Team Management.
Drivers and mechanics don't use this page: drivers work in the driver app,
and mechanics have their own shop screens.
The Users tab is on every plan. The other tabs (Scheduling, Crew,
Timesheets, Time Off, Training and Bulk Operations) need the Core plan or
higher. Below Core, only Users shows in the tab strip.
On a phone, the tabs become a strip you can swipe under the Team
Management title, and the tab's main button becomes a + in the
header.
The tabs
| Tab | What it's for | Main button |
|---|---|---|
| Users | Everyone on your team, pending invitations, Driver Details and the Compliance dashboard | Invite User |
| Scheduling | Team schedules and shifts | Assign Shift |
| Crew | People booked on a job beyond its driver | (none) |
| Timesheets | Review, correct and approve time clock hours | (none) |
| Time Off | Time-off requests and approvals | New Request |
| Training | Training records and certifications | Add Credential |
| Bulk Operations | Export, update and invite many people at once | (none) |
There used to be a Custom Reports tab. Its old address now opens Reports.
The Users tab
The Users tab opens on User Management, with a count of users beside the
title. Three views sit under it:
that person's Driver Details page (license, medical card, truck and more).
Admins and dispatchers appear here too once Tech View Access is on for
them.
and training expirations across your drivers.
The team list
Overview splits the list into Your Profile (you), Team Members
(everyone else) and Pending Invitations.
On a computer you can switch between a list and a grid of cards. On a phone
you always get cards.
The list shows each person's photo, First, Last, Email,
Role, Status, Phone and Joined date. Click First,
Last, Role or Status to sort. A truck tablet login also shows a
Shared device tag.
Status reads Active, Deactivated, or Pending for someone who
hasn't accepted their invitation yet.
Search and filters
Tech / Driver and Mechanic.
(Deactivated on a phone).
On a phone, tap the search field to search, and use the filter button
beside it for role and status.
Actions on a person
Open the ⋮ menu on a row or card. Depending on the person you'll see:
Access.
Editing and Deactivating Users.
article.
Staff Settings
Under the list, Staff Settings holds one switch: Enable Tech View for
Admin/Dispatch Staff. Turn it on to let individual admins and dispatchers
drive and be assigned jobs. See
Shortcut to Bulk Operations
A line at the top of Overview reads Looking to add or update several team
members at once? with a Go to Bulk Operations link.
Bulk Operations
Bulk Team Operations has four views:
Export full roster CSV. The CSV has First Name, Last Name, Email,
Role and Status.
then save them together.
Bulk set role.
list. See Inviting Team Members.
Pick people in the selection panel first (search, filter by role, select a
whole role, or Select all). Import & Invite builds its own list, so the
panel hides on that view.