Setting up Users

Setting up Users

The Users tab allows admin users to create and manage accounts for staff, drivers and other authorised users within the system.

Notes:

  • The company admin user is automatically created when a new RideSuite account is set up.
  • To add other users, navigate to the Configuration tab in the left-hand menu and click on Users.

Required Fields to Fill in

  1. First Name: User’s first name.
  2. Last Name: User’s last name.
  3. Email Address: User’s company email address (used to log in to the RideSuite portal).
  4. Password: A secure password for logging into the RideSuite portal.
  5. Phone Number: User’s telephone number (e.g., +34 687 958 673).
  6. Address: User’s home address (validated by Google).
  7. Latitude & Longitude: Automatically filled in by Google based on the address.
  8. Preferred Language: User’s preferred language, selected from a dropdown list.

User Role

Choose the user role, each with its own permissions:

  • Administrator: Full access to all system features.
  • Coordinator: Access to coordination functions.
  • Dispatcher: Access to dispatch-related tasks.
  • Driver: Limited to the Driver App only.

Driver Information (if applicable)

For users with the Driver role, fill in the following additional fields:

  • Driver’s License ID: Enter the driver’s license number.
  • License Expiry: Enter the expiry date of the driver’s license.
  • Driver’s Professional License ID: Enter the driver’s professional license number.
  • Professional License Expiry: Enter the expiry date of the driver’s professional license.
  • Birth Date: Enter the driver’s date of birth.
  • Default Vehicle: Enter the driver’s default vehicle from the list of vehicles. 

Additional Notes

  • Office users (e.g., Coordinator, Dispatcher, Administrator) have an option to tick a box indicating whether the user is also a driver.
  • Users can be disabled at any moment by clicking on the 'disable' button against the user record. 

Once all fields are completed, click Save to create the user account.



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