Over their lifetime with your company, a user may need to have their access level or personal details edited. Let's look at the editing that may be required for three types of users:
Driver App users
Dispatch App users
Manager Portal users
Driver App Users
Driver App users may need to:
Update their phone number
Change their display name
Change their display picture
These edits can be made in the Dispatch App and in the Manager Portal. To edit in 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 edit by clicking the edit button on their profile picture
Edit their First Name, Last Name, and Phone Number by typing in the update information
Edit their profile picture by selecting the camera icon on the photograph
Select "Save" in the bottom right
To edit in the Manager Portal:
Log into the Manager Portal with admin user access
Select the store that the driver you wish to edit belongs to
Migrate to the "Drivers - List" tab on the left sidebar
Select "View" on the driver you wish to edit
Select "Edit"
Change details as desired
Save
Please note that it is currently not possible to edit a Driver App user's email address. If your driver has lost access to their email and does not know their Driver App password, you should deactivate them and add a new driver with the new email. Driver information and photo is currently not updatable in the Driver App itself.
Dispatch App Users
Dispatch App users may need to:
Gain access to another store
Access level must be completed by an admin user in the Manager Portal. To give a user access to another store, you will need to add them as a user to the new business or store.
Please note that it is currently not possible to edit a Dispatch user's email address. If your user has lost access to their email and does not know their Dispatch App password, you should delete this user and add a new user with the updated email. The Captain support team can also manually change a user's password - connect with us via the live chat to request this.
Manager Portal Users
Manager Portal users may need to:
Change their name
Change access level
A user can edit their own name by selecting "View my personal profile" in the bottom left corner when they are logged into the Manager Portal.
Access level modifications must be completed by an admin user in the Manager Portal. To make these edits:
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 the user you want to edit has access
Select "Access Management"
Locate the user you wish to edit
Click the three dots under the "Actions" column
Select "Change access level"
Modify the access level
Select "Edit permissions" in the bottom right corner
Please note that it is currently not possible to edit a Manager Portal user's email address. If your user has lost access to their email and does not know their Manager App password, you should delete this user and add a new user with the updated email. The Captain support team can also manually change a user's password - connect with us via the live chat to request this.