Setup Staff/User Logins
This article covers how to set up internal staff user logins for your account.
Navigation: Transport > Configuration and Setup > Card Files (Customers/Suppliers/Staff) > Staff (Users)
Create a Staff User (Manual)
- Navigate to Transport > Configuration and Setup > Card Files > Staff (Users)
- Click New User
- Enter the required details for the new user
- Set Enable Mobile Device Access to YES if this user requires mobile app access for scanning or deliveries
- Click Add to create the user
The new user appears in the grid.
To add further details such as phone number or email address, double-click the user in the grid to open their staff card.
Import Staff Users (Bulk)
Bulk import requires assistance from the support team. Contact support@transvirtual.com to request help.
For full instructions, see the Staff List Import guide.
Edit an Existing Staff User
- Navigate to Transport > Configuration and Setup > Card Files > Staff (Users)
- Double-click the user in the grid to open their staff card
- Update the required details
- Save your changes
Delete a Staff User
- Navigate to Transport > Configuration and Setup > Card Files > Staff (Users)
- Double-click the user in the grid to open their staff card
- Click Delete User (top right of the staff card)
Deleting a user removes their access to the system. Use this when a staff member is no longer employed.
Usernames can be set to any value that is in the format name@accountname, they do not need to be an email address. A consistent naming convention is recommended, such as firstname.lastname@accountname or firstname@accountname.
Example: A staff member named Barry Benson at Transvirtual could use the username barrybenson@transvirtual, with a separate email address of barrybenson@transvirtual.com.
Usernames can be an email, but they do not have to be.