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Managing Carrier Details & Settings
Managing Carrier Details & Settings

This article provides instructions on viewing/editing carrier details such as profile settings, drivers, home bases, assets, and more.

Updated over 2 years ago

The Manage tab allows you to view and edit carrier details, including profile settings, drivers, home bases, assets, and notifications.

Managing Carrier Details

To manage carrier details:

  1. In eDash, click the Manage tab.

  2. Select the appropriate company name from the dropdown list/

  3. Under actions, select one of the following options:

    • Details

    • Drivers

    • Home Bases

    • Assets

    • Notifications

Editing Carrier Details

To edit carrier details:

  1. Click the Details icon.

  2. The carrier window will appear, displaying the following editable options:

    • Carrier Name

    • Carrier Address

    • Carrier Country

    • Time Zone

    • Units

    • Support Username

    • Support Password (this field is not editable)

    • Confirm Password (this field is not editable)

    • API Key

    • Additional checkboxes

  3. Once you’ve made your edits, click Save, then Close.


Editing Drivers

To edit drivers:

  1. Click the Drivers icon.

    A list of drivers will appear.

  2. In the Drivers – Active column, click the checkbox to activate and deactivate drivers.

  3. In the Drivers – Actions column, click Driver Details to edit driver information, including:

    • (First) Name

    • Last Name

    • Username (this field is not editable)

    • Password (this field is not editable)

    • Confirmation (this field is not editable)

    • Home Base: Select a headquarters for your driver in the dropdown menu

    • Ruleset*

    • 24-Period Starting Time

    • Driver-specific checkboxes, including Active, Personal Use, Yard Move, and Exemption.

    • Units

    • Registration State

    • License Number

    • DVIR and Exemption checkboxes, including DVIR Wifi Only, Allow to use Exemption, Allow to take DVIR photo

  4. Once you’ve made your edits, click Save, then Close.


Managing Home Bases

To manage home bases:

  1. Click the Home Bases icon.

  2. To create a new base, click New in the right corner of the Home Bases tab.

    The Home Base window will appear.

  3. Enter the appropriate information in the following fields:

    • Location Name

    • Address

    • Latitude

    • Longitude

    • Time Zone

  4. Once entered, click Save, then Close.

  5. In the Home Bases – Actions column, click the Details icon to edit home base information.

  6. In the same column, click the Driver Assignment icon to assign specific drivers to the home base location.


Managing Assets

To manage assets:

  1. Click the Assets icon.

  2. To add a new asset, click New in the right corner of the Assets tab.
    The Asset window will appear.

  3. Enter the appropriate information in the following fields:

    • Asset Type

    • Fuel Type Primary

    • Number

    • Make

    • VIN

    • Model

    • Plate

    • Year

    • Registration State

    • Type

    • Body Class

    • GVWR

    • Description (Optional)

    • ECM Identifier (Only required if Force Asset or ECM-Device are selected)

    • Additional ECM Identifier (Optional)

  4. Once complete, click Save, then Close

  5. In the Assets – Actions column, click the details icon to edit asset information.


Managing Notification Settings

To manage notifications:

  1. Click the Notifications icon.

  2. To set a new notification, click New in the top right corner of the Notification tab.
    The Notification window will appear.

  3. Enter the appropriate information in the following fields:

    • Home Base: Select a place of business in the dropdown menu.

    • Name: Enter a name/description for the notification.

    • Type: Select the notification type from the drop down menu.

    • Emails: Enter the emails of the recipients you would like to send the notification to. (Separate emails by comma)

    • Drivers: Select the drivers who will receive the notification.

  4. Once complete, click Save, then Close

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