Portal - Setup

How to Create a Customized Field
How to Create a Customized Field Use this to define new terms. These are used to populate reject reasons, barrel capacities, H2S hazard levels, and othe...
Mon, 27 Sep, 2021 at 11:57 PM
How to Change a User Password
How to Change a User Password Resetting a password is sometimes necessary if a user forgets their login credentials. Step-by-step guide After logging...
Mon, 27 Sep, 2021 at 11:57 PM
Give Driver Permission to Reroute or Rearrange Load Via Tablet
Give Driver Permission to Reroute or Rearrange Load via Tablet As a dispatcher, how to navigate the portal to give drivers permission to reroute while out ...
Fri, 23 Sep, 2022 at 1:00 PM
How to Create a Status Reason for Canceled Or Reject Loads
Load Statuses are used when drivers are on-site, and after often customized for Reject Reasons when a driver rejects a load. The driver can select a particu...
Mon, 27 Sep, 2021 at 11:56 PM
Adding New Geotab Devices to Transportation
When you already have Geotab devices operating within your fleet and are bringing on additional vehicles with new Geotab devices.  Step-by-step guide...
Fri, 23 Sep, 2022 at 1:02 PM
Setting Geotab HOS Rule Sets and Driver Exceptions
Configuring Driver HOS rule sets and guidelines are done in Transportation and NOT in Geotab. Step-by-step guide Within Transportation, click on Setup &g...
Fri, 23 Sep, 2022 at 1:04 PM
Cannot Find Truck/Trailer
Transportation Portal and search for the driver under Setup > Driver/Contractor. In the portal, to go Setup>Driver and locate the affected driver. ...
Fri, 23 Sep, 2022 at 1:04 PM
How to Define User Group and Set up Users Groups/Permissions
User groups and permissions enables a company to define what permission a user has.  User permissions can be set for every tab within the platform and admin...
Mon, 27 Sep, 2021 at 11:52 PM
Required Photo Feature Process
Mon, 27 Sep, 2021 at 11:52 PM
Reviewing Customer Data Spreadsheet
Before importing data you must review each tab of the data file, tab by tab, column by column. Click on every single drop down menu and review all data in...
Mon, 27 Sep, 2021 at 11:49 PM