A key part of user management is revoking access when an employee is no longer working on your team, or has shifted to a new role and no longer requires certain access levels. There are three places where user management occurs:
Manager Portal Access Management
Manager Portal users
Dispatch App users
Manager Portal Drivers List
Driver App users
Dispatch App Drivers List
Driver App users
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Manager Portal Access Management
To remove a Manager Portal user or Dispatch App user:
Log into the Manager Portal with admin user access
Migrate to the "Settings" tab on the left sidebar
Select the company, business, or store where you would like to add your new user
Select "Access Management"
Locate the user you wish to delete
Click the three dots under the "Actions" column
Select "Revoke access"
Please note that this action cannot be undone. If you accidentally delete the wrong user, you will need to re-add them (you are able to use the same email as previously).
Manager Portal Drivers List
The Captain system does not permit you to delete a driver so that the historical information of completed orders remains complete and accessible. You can deactivate a driver who is no longer with your team so that they can no longer log into the Driver App. To deactivate a Driver App user from the Manager Portal:
Log into the Manager Portal with admin user access
Migrate to the "Drivers List" tab on the left sidebar
Select "View" next to the driver you want to deactivate
Select "Deactivate driver"
This driver can be reactivated on the same page if they return to work in the future.
Dispatch App Drivers List
To deactivate a Driver App user from the Dispatch App:
Log into the Dispatch App with standard credentials
Select the gear icon in the top left corner
Migrate to the "Drivers" tab on the left sidebar
Select the driver you wish to deactivate by clicking the edit button on their profile picture
Select "Deactivate driver"
This driver can be reactivated on the "Deactivated drivers" tab in this same section.