Adding a New User

To add a team member to your QuickManage account, follow these steps:

Step 1: Open the Site Users Section

• Navigate to the left-hand menu under Account Resources

• Click Site Users

  
  

Step 2: Click “Invite New”

• Located at the top-right of the screen

• Opens the Invite User panel

Step 3: Fill in User Details

• Email(s): Enter one or multiple emails separated by commas

• Role: Choose the user's role (e.g., Admin, Dispatch, Fleet, Safety, Accountant, Manager)

• Companies Access: Select which company or companies the user will be linked to

• Contract (optional): Link a contract if the user is a staff member of a specific company

Available Roles

Each role controls access to specific parts of QuickManage:

• Admin – Full access to all modules and settings

• Dispatch – Access to dispatch board, trips, and load tracking

• Fleet – Access to trucks, trailers, inventory, and maintenance

• Safety – Access to compliance, inspections, and safety features

• Accountant – Access to transactions, payroll, factoring, and accounting

• Manager – Full access to all modules with limited settings

Step 4: Send the Invitation

• Click Send Invite

• Status will show as Invited until the user accepts and activates their account

What Happens Next?

Once invited, the user will:

1. Receive an email with an invitation link

2. Click the link to create their account

3. Set their own password to activate access

4. Once complete, their status will change to Active and they can login to the account