Adding a User (Driver / Administrator)
Creating a new user in ComplianceBox is quick and easy using the adminsitrator dashboard.
- Login as an Administrator to your companies dashboard page at https://server.compliancebox.app.
- Use the Navigation Menu to select "Add User" under the "Users" section.
Navigate to the "Add User" page from the "Users" section of the navigation menu
- Complete the "Create User" form. Once submitted the new user will receive an e-mail with their account login information.
Field Options: Below is a list and description of all the fields avaliable.
Name:
Enter the name of the individual being authorized into the system.
The full legal name isn't required to be retained in ComplianceBox, however it is recommended to use a complete and recognizable name. This information will be printed on reports generated by ComplianceBox and could be inspected by roadside enforcement, investigators, or any other auditors/inspectors.
Email Address:
Enter the complete email address for the individual. This will become their username to login to ComplianceBox.
Password:
Enter the password for the user to access ComplianceBox. They can change this password at a later time.
User Role:
This setting determines what level of access this user has to ComplianceBox.
Company Admin: This user will be able to access the adminsitrator dashboard (https://server.compliancebox.app) from a desktop or mobile web-browser. They will also be able to access the mobile app. Company Driver: This user will not be able to access the adminsitrator dashboard. They will be able to access only the mobile app version of ComplianceBox.
Group Admin: This user has similar access as "Company Admin", however they are limited to only the drivers assigned to any Groups this adminstrator is associated to. See Managing Groups for more information.
Assign Company Vehicle:
By default, a driver has access to all vehicles added in ComplianceBox. However, when a vehicle is assigned to a driver, it's automatically loaded in their list of vehicles when Completing an Inspection.
Time Tracking:
Enabling Time Tracking allows the driver to use ComplianceBox to create a compliant timesheet when utilizing the 160km logbook exemption.
Warning: Please verify with your local jurisdiction if this time tracking tool can be utilized in place of a Drivers Daily Log or an Electronic Logging Device. This tool was developed to be compliant in Alberta and Saskatchewan and only for drivers following the 160 kilometer exemption. If you have questions please contact support@compliancebox.app
Authorized Driver:
This setting allows ComplianceBox to track when a driver was specifically authorized to operate a Commercial Vehicle and who made the change. This information appears in the Authorized Driver Changelog on the individual User Page.
Administrators will receive an alert if a driver starts an inspection and they are "not authorized".
Document Permissions
These checkboxes provide Company Drivers with the ability to manage documents stored within ComplianceBox. Company Administrators already have access to this information and these settings will not apply to their user role. Whenever a driver creates or modifies a document, a notification is sent to any adminstrator configured in the Company Account Settings.
User Documents: Enabling this permission will allow a driver to create/update any document associated to their own account. (Application Form/Resume, Drivers Licence, Abstracts and Training Certificates). They do NOT have access to any other users documents.
Vehicle Documents: Enabling this persmission will allow a driver to create/update any document associated to any vehicle within ComplianceBox. (CVIP, Insurance, Bill of Sale, Registration, Repair Records, Maintenance Records, Lubrication Records, CVSA Inspections, and Manufacturer Recalls).
Company Documents: Enabling this permission will allow a driver to create/update any document associated to the ComplianceBox company. (Carrier Profile, Insurance, and Safety Fitness Certificate.
Advanced Mode Settings
This affects the inspection flow a driver can use to complete an inspection within ComplianceBox. By default, a driver will begin with the regular inspection mode and receive a prompt that they can enable advanced mode. Accounts can be limited to which flow is avaliable to them.
Default Mode: When completing an inspection, the user is required to tab through all of the inspection categories and browse the possible defects they are required to inspect for. We recommend this list for new users, so that all the user is aware of all the items required to be inspected. Advanced Mode: When completing an inspection, the user is displayed a list of all inspection categories. If they want to record a defect they can click on the category and then the defect item. Otherwise, they can simply scroll to the bottom of the list and submit the inspection with zero defects. We recommend this list for users that are familiar with the items required to be inspected.
This setting is overridden if either the user belongs to a group or the global company settings restrict which Inspection Mode can be utilized.