Creating a user/driver in NextGen
STEP 1:
Whilst in NextGen, Go to Admin>Users
STEP 2:
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)
The email address is primarily used for password recovery.
STEP 4:
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 Ruleset to the driver.
If you have just finished entering a driver, you will be able to do this on the next page you come to - select a Ruleset from the drop down menu and then a starting date, and hit "Add".
If you need to add a Ruleset to a previously created driver, this is done by viewing the particular driver (Admin>Users>
), then selecting the Ruleset that applies.
STEP 6:
Watch the below tutorial video which demonstrates step by step instructions.
User Creation
Driver creation
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