Transportation Admins have the highest level of access. Individuals in this role have full visibility into the system, including trips and vehicles from all locations and invoicing.
Limited Admins have the same authority as Transportation Admins but may not have access to these settings and set-up tables.
Click on the half-person icon in the top right-hand corner.
Select Users from the dropdown menu.
Click the + Add User button at the top of the user list.
Fill out the form with the user’s information. Display name, first name, last name, and email are all required fields.
Click Add Roles.
Click + Add New Role
Use the arrow to expand the role dropdown menu.
If you select Transportation Admin, move to the next step. If you select Limited Admin, you must decide if this user needs access to Setup Tables and Settings. If they do, make sure to check the boxes. If not, leave them unchecked.
Depending on your district settings, you may need to select a location. Otherwise, the Location field is greyed out and may say "All Locations."
Click Add Approval Level.
Click + Add New Approval Level.
Select the appropriate Approval Level, Location, and Trip Type(s) from the dropdown menus. Then, click + Save User.
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