If you have purchased the ELD solution only, all of your set-up will be done directly in the ELD Admin Portal. You will need to fill out the following sections under Settings:
Terminals – these are your home bases. It’s very important that they be entered correctly, as your requirements for the DOT may vary based on the vehicle’s air-mile distance from these locations. Click the blue circle with the plus sign in the top right to add your terminals and be sure to click the Save button at the bottom of the form.
Equipment – To set up your Equipment, click on the Equipment section under Settings and click on the blue circle with the plus sign in the upper right corner. Remember to select whether the equipment is a vehicle or trailer and for vehicles make sure the VIN is entered correctly.
Drivers – in the Drivers section under Settings, click the blue circle with the plus sign in the top right to add your drivers and be sure to hit the Save button at the bottom of the form.
Each of your drivers must be entered into the software in order for them to subsequently use the Driver App to track their time as required by the DOT. Each driver must have a unique CDL number associated with them. The same CDL cannot be entered for multiple drivers. This is also where you will input the DOT rule the driver will operate under, which determines their available drive time, required breaks, and off duty time.
Note: When entering a Driver, they will also be listed in the Users section of the ELD Admin app. This will NOT permit them access to the Admin Panel, unless you ALSO add them as a User in the Users section. The software simply considers Drivers to be a specific type of User.
Users – These are your employees that will need access the ELD Admin portal to review and (if necessay) edit your driver logs. To set up additional users, click on the Users section under Settings and click on the blue circle with the plus sign in the top right. Users who need to access the Admin portal that are also Drivers will need a unique email address for each login, per DOT regulations. Fill in their information and be sure to select the User’s authorized terminals and User Role. For more on User Roles, see below.
User Roles – these are the specific permissions a User will have in the ELD Admin portal. To see a detailed breakdown of each, click on User Roles under Settings and click the blue pencil icon next to each one to see what permissions it includes. You can edit any of the existing User Roles, or you can create your own by clicking on the blue circle with the plus sign in the upper right corner.