Create a New Vendor and Add a Driver Account
Richard Leung
14 steps
46 seconds
Horizon-Staging
ChatGPT
1
Go to "Settings" and click "Vendors"
2
Click "Create Account"
3
Fill in the Vendor's information
4
Click "Save"
This vendor you just invited is "Managed". This means you can view and manage their resources: drivers, equipment and users.
5
To manage their resources, look for a "**Manage**" button in the Actions column.\ **Click on this button.**
6
You'll land no this Vendor's page. Clicking the circled tabs lets you **view this vendor's drivers, equipment and users.**
7
To add a driver click the "Drivers" tab. Then click the + Add Driver button.
8
Enter this driver's information.
9
Click "Create"
**Congrats, you've added a driver to a vendor's Tread account**!\ This driver is automatically shared to your account so you can immediately dispatch to this driver.
10
You can also edit and manage this driver's share to your account.
11
If this driver no longer works for this vendor, you can click Remove Share.
12
To edit the driver's information, click the Pencil icon.
13
For example you can edit the driver's phone number.
14
Click "Update" to save changes.
Create a New Vendor and Add a Driver Account
Richard Leung
14 steps
46 seconds
Horizon-Staging
ChatGPT
1
Go to "Settings" and click "Vendors"
2
Click "Create Account"
3
Fill in the Vendor's information
4
Click "Save"
This vendor you just invited is "Managed". This means you can view and manage their resources: drivers, equipment and users.
5
To manage their resources, look for a "**Manage**" button in the Actions column.\ **Click on this button.**
6
You'll land no this Vendor's page. Clicking the circled tabs lets you **view this vendor's drivers, equipment and users.**
7
To add a driver click the "Drivers" tab. Then click the + Add Driver button.
8
Enter this driver's information.
9
Click "Create"
**Congrats, you've added a driver to a vendor's Tread account**!\ This driver is automatically shared to your account so you can immediately dispatch to this driver.
10
You can also edit and manage this driver's share to your account.
11
If this driver no longer works for this vendor, you can click Remove Share.
12
To edit the driver's information, click the Pencil icon.
13
For example you can edit the driver's phone number.
14
Click "Update" to save changes.
