In this article:
Please Note: Only Owners and Admins can add a new user or make changes to current users.
Add a New User
Adding new users to your account is a simple process that can be done in just a few steps. This article will guide you through the process of adding a new user to your account.
To begin, navigate to the People module and select Users from the dropdown menu.
Once you are on the Users page, click on the Invite Users button located in the top right corner of the screen.
A pop-up window will appear where you can fill out the new user's information, including their name, email address, and user role. Once you have entered all the necessary information, click on the Invite button to send an invitation email to the new user.
The new user will receive an email prompting them to create a password for their login. If they would like to also use the Mobile App, they can use the same username and password associated with their Dashboard account.
Congratulations, you have successfully added a new user to your account!
Edit an Existing User
After creating a User Profile, the user can edit their own profile. This can be done by logging in and selecting Profile in the top right corner of the screen. Here, they can update their email address, change their password, modify notification settings, and choose which teams they follow.
To edit a user from the main list, click the arrow icon '>>' next to their name.
On the edit page, admins have the ability to update the user role, grant access to Driver Wellness, create a driver profile associated with the user, and resend the user invite email. Once completed, select Save.
That's it! You have successfully edited a user profile.
Delete a User
To delete a user, click on the trash can icon next to the user you want to remove. Then, select Confirm.
Changing Account Owners
To request a change of account owner, please contact Whip Around Support at [email protected] or message us through the chat button at the bottom right of this page.