Rider/Driver/Agent Management

How to create a new Rider / Driver or Agent , How to Edit an existing Riders, How to assign a Riders to a Geofence or Store? How to Delete a Rider? How to Change password for a Rider?

1- How to Create New Rider or Agent

Step 1: Go to the Admin Console  -> Driver
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Step 2: Click the “New” button

Step 3: Enter the rider/agent details in the opened window and save the details.

 

2- How to assign a Driver / Rider to a Region?

Step 1: Go to settings and Click Region/ Sub Client

Step 2: Right Click on the Region and Click Edit

Step 3: Select the Riders and Submit

 

3- How to assign a Driver / Rider to a Vehicle Group?

Step 1: Go to settings and Click Asset Group

Step 2: Right Click on the vehicle group and Click Edit

Step 3: Select Asset name and Submit

 

4- Assign a Driver / Rider to a Territory or Geofence

Step 1: Create a store as the territory on the map

(How to create a territory: https://knowledge.fleetroot.com/knowledge/territory)

Select Geo/Territory Fence from the Admin portal

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Select the draw button and draw your area, store, zone in to map

Step 2: Assign the Driver/ Riders to Territory, Store, Zone

Once the territory, Geo Zone, Store is created, Click the three dote and click Team. Select the Riders and submit.

 

5- How to Edit Rider / Agent Master?

Step 1: Right-click on the Rider and click EDIT

Step 2: Right-click on the Rider and click EDIT 

 

6- How to Delete Rider / Agent Master?

Step 1: Right-click on the Rider and click DELETE

 

7- How to Change the password of Rider / Agent?

Step 1: Right-click on the Rider and click CHANGE PASSWORD

 

Rider app demo video:-

https://knowledge.fleetroot.com/knowledge/rider-app-demo-fleetroot