Setting up Users: Drivers and Admins

In this article, you will learn how to set up your team.

Solution: To let admin know what needs to be set up in order for their drivers to deliver orders on their behalf.

 

Adding Team Members

Step 1: Before you accept orders you will need to establish at least one driver account. Under the Users tab will select Add Team Member.

After you save the user they will get an email with access to portal for admins or the mobile app for drivers and a prompt to set their passwords 

Orchestration 1

 

Step 2: Fill in your driver's contact information along with a professional photo to help customers identify your driver once they arrive.

Orchestration 6-1

 

Step 3: Indicate whether the team member you're creating is a Courier Admin or Courier Driver.

Note: Courier Drivers don't see payment details within orders. 

Orchestration 5-1

Step 4: Fill out information for the vehicle your driver will be using including any specific features such as dolly, ladder rack, etc...

Note: adding Vehicle Specs and Vehicle Equipment will allow you to be eligible for more available customer requests.

Screen Shot 2023-03-06 at 3.13.03 PM

Step 5: Your driver will receive an email to create their password in the app.

Screen Shot 2023-03-06 at 3.23.21 PM

Once they have their password created, your driver will be able to log in to see what orders have been assigned to them.

Other Notes

It's important that you specify while adding your drivers that they're a "Courier Driver." If that box isn't checked, your drivers won't be able to log in correctly to see your assigned orders.

Lastly, if you have any issues or questions about getting started in the Dispatch Courier Portal you can reach out to us at partnerships@dispatchit.com