Create drivers

From the Admin page in Reveal, you can create and edit drivers. You can also create drivers from existing users.

Note: Accounts with Scheduler can also create Technicians in this area.

Creating Drivers from existing users

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To create a driver from an existing user, follow these steps:

  1. To open the User List, choose Account Profile > Admin > Users and Roles > User List.
  2. To open the Edit User window, click the pencil icon next to the user you want to edit.
  3. Select the Yes, this user is a driver checkbox.
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  4. To apply the changes, choose Save > Save.

Note: You cannot make an existing driver into a user. Therefore, you must delete the driver and add them again as a user who is also a driver. Follow this process to edit and reuse an email address:

  1. Edit the current email address. For example, add a number to the address as follows: johndoe1@example.com.
  2. Save the account with this "fake" email address.
  3. Delete the driver/technician's account.
  4. Create a new driver/technician with the original (unedited) email address.

Creating new Drivers

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To create a driver who is not already a user, choose Account Profile > Admin > Drivers > Create a New Driver.

Details tab

On the Details tab, complete the following fields and options:

  • Upload: To upload a photo of the driver, click Upload. In the pop-up window, click Browse, then select an image to upload. Adjust the image size if necessary, then click Save.
  • Driver Number: Enter the driver number.
  • Employee ID: Enter the driver employee ID number.
  • First Name: (Required field)
  • Last Name: (Required field)
  • Phone Number: Enter the driver/technician’s cell phone number.
  • Email address: Enter the driver/technician’s email address.
  • Driver License: Enter the driver/technician’s license number.
  • Hourly Rate: To use the hourly pay rate from Account Preferences > Cost Assumptions, select the checkbox. To use a different hourly pay rate for this driver/technician, enter the amount in the Hourly Rate field.
  • Technician: If the new driver is also a technician, select the This user is also a technician checkbox and enter where the technician starts and ends their working day. This location is used by Scheduler's smart recommendations feature when recommending a technician for a job. (Scheduler only)
  • Key Fob ID: To add a key fob ID, click Add. In the Manage Key Fob field, enter the key fob ID and click Done.
  • Group Access Member of: To add the driver/technician to groups, click 0 Groups. Use the check boxes to select the groups you want the driver/technician to have access to, then click Done.
  • Mobile Access: To give the driver/technician access to the mobile app, select the Enable Access checkbox. Then, in the Driver Log Password field, enter a new password. The password must have at least eight characters. Make a note of the password and give it to the driver/technician: they will use it to log in to the Field app.
  • ELD Compliant: Some accounts will have the option to enable ELD (Electronic Logging Device) for a driver, depending on location and if the feature is enabled for that account. Checking the ELD Compliant box means that driver can use the ELD application for logging their time.

    Note: If the you do not select the ELD compliant checkbox, you cannot monitor ELD compliance for the driver/technician.

Reusing a driver/technician's email address

Once an email address is entered into the system, it cannot be reused. If you want to use an email address again for another driver/technician, follow these steps before you delete the user’s account:

  1. Edit the current email address. For example, add a number to the address as follows: johndoe1@example.com.
  2. Save the account with this "fake" email address.
  3. Delete the driver/technician's account.
  4. Create a new driver/technician with the original (unedited) email address.

Mobile Options tab

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On the Mobile Options tab, you can change the following ELD Logbook Settings :

Disable HOS Warning: To disable Hours of Service warnings on the driver/technician's Reveal ELD Logbook app, select the checkbox.

If the ELD Compliant checkbox is selected, the following options are available:

  • Enable tracking of Personal use : Select the checkbox to allow the driver/technician to use the Reveal ELD Logbook app to show when they are using the vehicle for non-work related tasks.
  • Enable tracking of Yard Moves : Select the checkbox to allow the driver/technician to use the Reveal ELD Logbook app to show when they are using the vehicle within a yard.

By default, the settings for Permission, Company Info, and Driver Time Zone are inherited from My Account > Account Preferences > Mobile Options. If you want to use different settings for this driver/technician, clear the Inherited from Account Preferences checkboxes. Then, use the drop-down lists and fields to select different options.

To save the details and close the Create Driver/Technician window, choose Save > Save.

To save the details and add another driver, choose Save > Save and Continue.

Once the driver is created, you can edit the driver to add more details.


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