How to enable a driver's portal access

A driver only needs a sign-in to use the portal (see stops, share location and record deliveries with photos). Follow these steps as administrator.

Before you start

• The driver needs their own email address.
• For the invitation to arrive by email, the Team Email and reminders tab must be set up. Without it, you can still copy the link and send it another way.

Step by step

1. Open Team → Drivers tab.
2. If the driver does not exist yet, click Register driver and fill in name, code, Route code, phone and email. Save.
3. Open the driver's row and click Enable access.
4. “Invite sent by email.” or “Access was created. Copy the secure link below.” appears. Use Copy link to send the First-access link by message if needed.
5. Tell the driver: the link is valid for 1 hour and works once. They open it, create their own password and click Activate my access.
6. Before or after, use View as driver to check, read-only, the deliveries and map they will see.
7. Done: the row shows Account enabled.

If the link expired

On the driver's row, click Renew first access and send the new link.

Common mistakes

• “Could not prepare driver access.” Check that the driver's email is filled in and valid.
• The driver signs in and sees “No assigned deliveries”: their route code has no deliveries in the batch, or they are assigned to another driver.
• Only administrators can enable access.

Checklist before enabling

• The driver's email is correct.
• The Route code matches the deliveries' route.
• There are deliveries assigned to them in the day's batch.
• The system's Public URL is filled in under Email and reminders, so links open outside the office.

Related questions

• Team: drivers, users and email
• Driver portal
• Sign-in, first access and password recovery