Q: How do I add a new driver profile?
A: To add a driver:
- Go to Drivers and click + Add Driver.
- Enter the driver's name, license details, and contact information, or drop in their CDL to fill it in automatically.
- Assign a username and password for login.
- Save the profile.
Email is optional. If the email is already in use, see Driver Login Problems.
Q: How do I send an invite to a driver to log in and start using Digital Permit Book?
A: To send an invite to one or multiple drivers:
- Go to Drivers.
- Select the drivers.
- Click the ⋯ menu in the top-right corner.
- Click Send Invite.
- Enter a password for the drivers.
- Click Invite.
Q: How do I delete a driver?
A: To delete a driver:
- Open the driver profile.
- Click the ⋮ menu in the top-right corner.
- Select Delete Driver or Deactivate.
You can also deactivate multiple drivers at once:
- Select the drivers you want to deactivate.
- Click the ⋯ menu in the top-right corner.
- Choose Deactivate.
Q: My driver can't log in. What should I check?
A: If a driver is unable to log in, confirm these three things:
- They're using the correct Company ID (from Settings > Other Settings).
- Their username and password are correct. If unsure, set a new password from their profile.
- Their account is set to Active. If deactivated, they won't be able to access the system.
For more help, see Driver Login Problems.
Q: How can a driver reset their password?
A: On the login screen, drivers who log in with email can tap Forget Password ?, enter their email, and follow the reset instructions. If the driver logs in with a username or doesn't have access to email, an admin can set a new password from their profile.
Q: Why does my deactivated driver still appear in Active drivers?
A: Sometimes, marking a driver inactive in the app doesn't fully remove them from Active drivers. To properly deactivate:
- Open the driver's profile.
- Click the ⋮ menu in the top-right corner.
- Select Deactivate.
This moves the driver into the Inactive tab.
Q: How do I reactivate an inactive driver?
A: Open the driver's profile from the Inactive tab, click the ⋮ menu, and select Activate. This restores login access and re-assigns their data.
Q: I can't add a driver email. It says it's already used.
A: The email is already linked to another driver profile, often at the driver's previous company. Each email can only be linked to one profile at a time. Email is optional, so you can leave it blank and add the driver with a username and password, or ask the previous company to remove it. See Driver Login Problems.