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 Add user button located in the top right corner of the screen, and then Single user. This guide covers only the creation of a single user, for bulk upload, please refer to THIS GUIDE

A new window will appear on the page, fill out the new user's information, and once all the information is correct, click on the Add user 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!

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 user's name to navigate to the user's details page

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.

To delete a user, go to the main list page, locate the user you want to delete, and click on the 3 dots at the far right of the table. Click on Delete here, and select Delete again on the pop up warning

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.

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