ELD Administrative set up includes the creation of Users, which is a two-step process that starts with Roles. Please remember that User credentials are for accessing the ELD Admin portal, for example to review submitted vehicle inspections or to check for violations. Driver credentials are used to access the ELD Driver app and log hours per the rules of the FMCSA. One set of credentials cannot be substituted for the other. Someone who needs to access both the Admin Panel and the Driver app (such as owner-operators) will need two separate sets of credentials.
Roles are permission sets and must be created first. This will take place at the bottom of the menu, in the Administration section.
To create a Role, use the New button in the upper right corner.
Verify that the correct company is displayed in the Name field.
Please make sure that each Role has a unique name, in the Name field.
There are three access options for each software feature. The first option is Full. This allows any User assigned this Role to both view the information AND make edits as needed.
The second option is View. This option allows the information to be viewed but not altered.
The final option is to select neither Full nor View. If neither are selected then any User assigned the Role will not be able to even view the information, much less make any edits.
Save the Role.
There is no limit to the number of Roles that can be created. Please remember that one Role can be assigned to multiple Users.
Roles can be edited or deleted as needed.