➕ How do I add Account Users?

⚠️ Third-Party Administrators: You may grant account access to an authorized DOT compliance provider, DQF administrator, safety consultant, or other trusted representative by creating a new user and assigning the appropriate permissions. The account owner remains responsible for all activity performed under the account, including actions taken by authorized users. Access should only be granted to trusted individuals with a legitimate business need and should be promptly removed when no longer required.

👉 Select the ADMIN – MANAGE CLIENT – ADD USER

👉 Enter NEW User Information.

Required: First Name and User Name (recommend using email address).

💡Recommended: Select "Send New Account Setup eMail” - this will send the new user a link to complete the setup of their account. You must enter their address in the eMail field on left.

Click SAVE.

👉 Setup Account Permissions for NEW User.

Note: You can leave the default permissions unless they need additional Administrative access.

Click SAVE.

🔐 Best Practice: Grant each user only the permissions necessary to perform their job responsibilities. Review user access periodically and remove access immediately when an employee, consultant, or third-party administrator no longer requires access.