Add a New User

Under the “Administrative Tools” section on the dashboard, click the “Users” tile: 

The Users page will open. There, click the “+” icon in the top right hand corner of the screen. A panel will open on the right side of your screen, which is where you will enter the new user's information:

1. Name (required)
   
2. Email address (required)
   
3.  Phone number (optional) 
   
4. Organization: Your school system's name (required)
5. Role: Choose from the available selections the most appropriate role, e.g. driver, staff, etc. (required)
   
6. Bus pass: Driver bus pass or fob number (optional)
   
7. Receive tips: Check if you would like the new user to periodically receive usage tips via email (recommended)
   
8. Group name: Choose from the available groups in the available selections, e.g. admin, dispatch (required)

Click “Save” to add the user.

Click on the “more actions” icon, indicated by three vertical dots in the top right corner of the screen:

Click on “Queue welcome email”:

 

The new user will receive a welcome email. He or she should follow the instructions in the welcome email to access the Transportant dashboard.

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