TruckSmarter provides useful functionality to manage your entire fleet directly within the app. This article provides instructions on how you can invite team members to your fleet, edit team member permissions, remove existing team members, and more.
Understanding team member permissions
Update team member permissions
Submitting invoices for team members
Fleet basics
First, it's important to understand how managing your fleet works. Here are the basics:
- A fleet can have as many administrators and members as possible
- An administrator can adjust the permissions of both administrators and members
- Both administrators and members cannot edit their own permissions
- If you are not a part of a fleet, you will be your own administrator
Understanding team member permissions
Different permissions grant different functionality. This table outlines what each role has permission to see or do:
| Permission | Functionality |
|---|---|
| Member |
|
| Admin |
|
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Viewing your fleet
To view your fleet, navigate to the Profile tab and select the Manage carrier team menu. In the example below, we are logged in as the Admin account and our fleet has only one team member in the fleet, Daniel. Notice how Daniel has the Admin badge displayed beside their name.
If we open the Admin team member, we can view their name, email address, and phone number:
Invite a team member
To add a team member, navigate to the Manage carrier team menu and select the Invite team member button. Fill out the required information and permissions (member type, factoring, and fuel payments) and select the Send invite button to send an email invitation to the team member. While the invite is pending, the Invite Sent badge will be shown beside the team member's name.
Accept an invite
Once an Admin has sent an invite, the team member must open their email client and accept the invite (the email will be sent from noreply@trucksmarter.com). Assuming they have logged in to the TruckSmarter app, they will be shown the invitation. They can either accept or decline the invitation. If they accept, they will join the team immediately:
If they decline the invitation, the invite will be invalidated and can no longer be used:
Update team member permissions
If you want to update the permissions of a team member, you must first navigate to their page. Once there, you can select the permission you wish to apply and then tap the Update permissions button to save their permissions.
In our example below, we have promoted the Member named Xan to an Admin:
Remove a team member
If you want to remove a team member from your team, you can navigate to the specific team member and tap the Remove team member button. After confirming the removal, you will continue to see the team member's Factoring history (e.g. previously submitted invoices) but you will no longer see their future activity.
Submitting invoices for team members
When an Admin is submitting an invoice, they can submit the invoice on behalf of a team member's name during the Review step. This information will be reflected in both the Factoring tab and the invoice details. In the example below, during the invoice submission flow, you can see that an Admin has entered the name Kyle as the Driver. Most importantly, the driver's name is also reflected in the submitted invoice: