Overview

This procedure details how FleetWatcher Administrators create new driver profiles using the Add/Edit Drivers page. Following these steps configures driver identity, mobile application access credentials, contact notifications, and equipment authorizations. Drivers are assigned to equipment by using the FleetWatcher Driver app or manually by using Assign Drivers to Equipment.

Navigation:

To access this feature:

Go to: Manage > People > Add/Edit Drivers

NOTE: When the screen loads it will default to the Add Drivers tab. Select Edit Drivers to update driver details or reset the driver’s password.

Add a Driver:

Step-by-Step Instructions

Access Driver Management
- Navigate to the Manage > People > Add/Edit Drivers page.
- Ensure the Add Drivers tab is selected.
Enter Driver Identity (Driver Info)
- Enter the driver's legal given name into First name.
- Enter the driver's surname into Last name.
- (Optional) Provide the internal organizational ID in Employee id.
Configure Contact Information (Contact Info)
- Select the employer organization from the Company dropdown list.
- Type the driver's email into Email (Lower case) using lowercase characters only.
- (Optional) Enter the driver's mobile phone number into Mobile phone.
- (Optional) Select the assigned branch or unit under Divisions.
- Select the appropriate dispatch communication option under Contact Method (Email & SMS, SMS, or Email).
Establish Security Credentials & Status (Status)
- Check Grant Driver Application Access to grant mobile app authorization.
- Ensure Status is set to ACTIVE.
- Input an initial credential into App Password (minimum 8 characters, no spaces).
- Check Reset Password on Next Login if company policy mandates user-driven password setup upon first login.
Assign Equipment & License Authorizations (Authorizations)
- Highlight and select all relevant equipment types and licenses (e.g., Excavator, Paver, Large Paver, CDL A, CDL B, CDL C) from the Authorizations list.
Save Profile
- Click the Add Driver button at the bottom of the form to create the account.

Validation Rules & Common Issues

Invalid Email Format: System authentication requires lowercase letters for email addresses. Submitting uppercase letters can cause mobile sign-in failures.
Password Validation Error: Passwords under 8 characters or containing spaces will fail form submission.
Required Field Omission: Submissions without First name, Last name, Company, or Email (Lower case) will be rejected.

Additional System Actions

Updating Existing Records: Click the Edit Drivers tab on the same page to search and update current profiles.
System-Wide Password Resets: The Mass Force Password Reset button triggers a mandatory credential change for all drivers across the organization. Use this action exclusively during security audits or emergency protocol resets.

Edit a Drivers:

Admins can edit a driver profile by clicking the Edit Drivers tab and selecting a driver’s name from the list of Active Drivers.

Active Drivers display on the bottom left and Inactive Drivers on the bottom right.

To Edit an active driver:

1. Use the Search box to find the driver you need to edit.

2. Click on the driver’s name to display the details in the top section.

2. The driver's information will appear in the section labeled Driver Info..

3. Update the driver details as needed (with the exception of the Email field, See Below) then click Edit Driver: (Drivers name) to save the changes.

Important: Driver Email Constraints & Best Practices

While you can update most driver details at any time, the Email (Lower case) field serves as the driver’s unique system login and requires strict rules:

Unique Login ID: Every driver requires a distinct, valid email address. Email addresses cannot be shared or reused across multiple profiles.
Typo Corrections Only: Avoid editing an existing email address unless you are correcting a spelling error made during profile creation.

Best Practice: Double-check the accuracy and validity of the email address during initial onboarding to prevent login and account access issues.

Inactive Drivers:

Under the Edit Drivers tab, users can activate an inactive driver with the following steps.

Use the Search bar to find the Inactive Driver then click on the driver’s name.
Change the Status to Active.
Click Edit Driver (Drivers name) to save the changes.

Field Specifications & Validation Rules

Additional Details (Optional): The section below outlines specific field information for the Add/Edit Drivers page. These details are reflected in the Drivers Report (located under Fleet > Drivers > Drivers Report).

Section	Field Name	Required?	Format / Constraints	Functional Purpose
Driver Info	First name	Required	Free text	Driver's given name.
Driver Info	Last name	Required	Free text	Driver's surname.
Driver Info	Employee id	Optional	Free text	Internal payroll or organization identifier.
Contact Info	Company	Required	Dropdown selection	Employer or subcontractor entity.
Contact Info	Email (Lower case)	Required	Standard email format (must be strictly lowercase)	Mobile app sign-in and system communication address.
Contact Info	Mobile phone	Optional	Phone number format	Direct cellular contact number.
Contact Info	Divisions	Optional	Dropdown selection	Designated operating unit, region, or division.
Contact Info	Contact Method	Optional	Dropdown (Email & SMS, SMS, Email)	Dispatch channel preference.
Status	Reset Password on Next Login	Optional	Checkbox	Forces driver to update password upon next authentication.
Status	Grant Driver Application Access	Optional	Checkbox	Enables the FleetWatcher Driver App to be used as a device. (AaaD)
Status	Status	Required	Dropdown (ACTIVE, INACTIVE)	Account operational state.
Status	App Password	Required	Minimum 8 characters, no spaces allowed	Initial password for the mobile application.
Authorizations	Authorizations	Optional	Multi-select list	Equipment certifications and driver licenses (e.g., Excavator, Paver, CDL A).

Grant Driver Application Access: (only check if the driver will use the Fleetwatcher Driver App for AaaD.

This is a paid feature that allows the FleetWatcher Driver app to act like a FleetWatcher device. Can be used for Internal and 3rd Party equipment.

Email us: support@fleetwatcher.com

Add / Edit Drivers