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Creating a user/driver in NextGen

Step-by-Step guide

STEP 1:

Whilst in NextGen, Go to Admin>Users

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Select "Add New User"  from the top right hand corner, or "Edit" an existing driver by clicking on the corresponding edit icon  from the driver you wish to edit. 

STEP 3:

Fill in the desired fields including the email address. If the user does not have an email address, create a false one (username@yourcompany.com)

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Follow the User setup steps (tabs) to determine the level of access.

If a driver is being added, change the user type to "driver" and fill in their license details.

Click on Step 2 & 3 to assign the drivers "Role", and also the fleet or branch they belong too.

If you assign a user/driver to a fleet/branch, they will not have access outside of that fleet/branch. 

Click on "Register" or "Update" to save.

STEP 5:

If creating a new driver, ensure you add the correct rule set to the driver.

This is done by viewing the particular driver (Admin>Users>), then selecting the rule set that applies.

STEP 6:

Watch the below tutorial video which demonstrates step by step instructions.

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