How do I configure the employee portal URL for my business in TruckLogics and add Staff?
101 views | Last modified 11/9/2020 10:46:58 AM EST | Added by TruckLogics Team

Applicable To
Fleet Managers Drivers Leased Operators Owner Operators Brokers

Fleet Managers can have their staff access the TruckLogics account through an employee portal exclusive for their business. Predefined roles are available for the staff- Driver, Dispatcher (can create loads), Dispatcher (can’t create loads), and Office Manager.

Before the portal access is given to the staff, the fleet manager has to set a custom URL for the business. Provision to personalize the portal is also available. Drivers, for instance, can use the TruckLogics mobile app only if they have the portal access.

Here’s the sequence of events to add staff with employee portal access.

Configure Custom URL

  1. From Settings, choose Portal URL.
  2. Enter a unique URL for your business. Using this URL, your staff, including drivers can access their TruckLogics account.

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Personalize Employee Portal

You can personalize the employee portal here. Upload the business logo and customize the theme of the portal.

  1. From Settings, choose Portal URL.
  2. Choose tab Personalization.

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Now, when you add your staff through the Address Book, provision to provide the portal access will be available. Let’s look at how a driver and an office manager with portal access is added in TruckLogics.

Add Driver with Portal Access

  1. From the menu Address Book, click Add New >> Driver.
  2. Choose if the driver is an Employee or a Contractor.
  3. Provide the basic information and click Save & Continue.

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  1. Click tab Driver Portal Access. The provision to provide the portal access is available

Add an Office Manager

  1. From the menu Address Book, click Add New >> Staff.
  2. Provide the basic information and click Save & Continue.
  3. Click tab User Account
  4. The provision to set the Office Manager role with portal access is available. Click Set Up Portal Access.

https://s3.amazonaws.com/expresssupport/11-09-2020/de74b230-70c8-4a63-87c5-c8e4e58d362f.png

  1. Choose Office Manager and click Next to set up the portal access.

https://s3.amazonaws.com/expresssupport/11-09-2020/6aa39273-0d7a-4e06-9033-e1b78f762fcc.png

Note:  The above procedure is the same for staff with roles Dispatcher (can create loads) and Dispatcher (can’t create loads)

Advanced Settings for Staff Roles

TruckLogics allows fleet managers to configure the permissions for their staff through advanced settings.  For instance, if an expense entry is to be automatically added to the accounts when Fuel Up with payment mode as "Fuel Card(Company)" is added by the driver, this can be configured. To do that, 

  1. From Settings, choose Manage Users.
  2. Choose tab Advance Settings.
  3. Against the predefined roles listed, click on the icon under the Action column.

Below is the advanced settings for a driver role.

https://s3.amazonaws.com/expresssupport/11-09-2020/31d66aa5-3fcb-416a-9142-641d90ec73f6.png

Your staff can now access the TruckLogics account based on the permissions set for their role using the employee portal URL you configure.

 

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