Chapter 2
Getting Started
2.1 Logging in#
- Open the system’s web address in your browser.
- Enter the Username and Password your administrator gave you.
- Click “Log in.”
The first time you log in, and after an administrator resets your password, the system asks you to choose a new password before you can do anything else. A password needs at least 8 characters, with upper and lower case letters and at least one number.
There is no “Forgot password” link. Only an administrator can reset your password, from the Users page (see section 13.1).
2.2 Staying signed in#
- After 30 minutes without activity, the system signs you out. Save your work before you step away.
- Each account can be signed in in one place at a time. Signing in on another computer or browser signs you out of the first one.
- Log out from the menu under your name at the top right when you finish.
2.3 Finding your way around#
The menu down the left side is how you get around. What you see in it depends on your role.
| Menu section | What’s inside | Who sees it |
|---|---|---|
| Dashboard | An overview for your role (see section 2.4) | Everyone |
| Operations | Requests, Trips, Trucks, Truck Types, Drivers, Locations, Routes, and Service Types (Admin only) | Admin, Operations |
| Finance | Clients, Client Groups, Rates, Invoices, Proformas, Payments, Accounts, Currencies | Admin, Finance |
| Reports | All reports | Admin, Finance |
| Administration | Expense Categories, Users, Settings, Audit Log | Admin |
- The arrows at the bottom of the menu shrink it to icons, to give pages more room. On a phone, open the menu with the three-line button at the top left.
- The top bar shows the page title, the buttons for that page, a light and dark theme switch, and your name. Click your name for “Profile” and “Log out.”
- Most lists have filters at the top, such as status, client or date. Choose what you want and click “Filter.”
2.4 The Dashboard#
The Dashboard shows a different overview for each role:
| Role | What the Dashboard shows |
|---|---|
| Admin | Revenue This Month, Outstanding Receivables, Active Trips, Pending Quotes, Fleet Status, Recent Payments, and Overdue Invoices |
| Operations | Trucks Available, Drivers Available, Pending Requests, Quoted Requests, Active Trips, Trips Arriving Today, and Driver License Expiry Alerts |
| Finance | Outstanding Receivables, Active Trips, Expenses This Month, Receivables Aging, Recent Payments, and Expenses by Category for this month |
2.5 Your profile and password#
Click your name at the top right, then “Profile.” You can change your full name, email and phone, then click “Save Changes.” To change your password, enter your current password and the new one twice, then click “Update Password.”