How to add staff in TruckLogics?
447 views | Last modified 10/19/2022 9:29:33 AM EST | Added by TruckLogics Team

Applicable To
Fleet Managers Drivers Leased Operators Owner Operators Brokers IFTA Reporting

TruckLogics allows you to create a new contact for Staff involved in your business. You can add a staff member to your account either as a Dispatcher or Office manager.

Here’s how to add new Staff:

Step 1:

  • From the Dashboard, Go to the ‘Address Book’ menu (or) click ‘Add New’ and >> select ‘Contact’
  • On the Address Book page, click on ‘Add New’ and select 'Staff'.

Step 2: 

Provide the Staff details such as Name, Employee ID, Date of Birth, Email ID, and Contact number. Once done providing the required information, click ‘Save & Continue’.

Step 3:

Apart from these details, there are a few optional sections available regarding the Staff information:

Optional Information:

  • Address - Provide the mandatory mailing address details, and Save the information.
  • User Account- You can either give access as either Dispatcher or an Office Manager. Once access is given, this staff can access your account and start performing operations. 
  • Other Info- You can provide the broker’s Facebook, Twitter, website URL, and Notes and Description.

Step 4:

Provide the required information and click ‘Save’ or ‘Continue’ once done. 

You will get the popup message ‘Staff added successfully'.

Step 5:

After adding the staff to your account, you can ‘Edit’ or ‘Delete’ their information in the ‘Address Book’ by using the options under the ‘Actions’ column.  


 

Was this helpful? Yes No

Sign Up for a
FREE TruckLogics Account!

Register Now

Returning User? Sign in

Couldn't find what you
are looking for?

Contact Us

(704) 234-6946 [email protected]