How to Add New Users in Truckpedia 

Step 1: Go to Settings

Click the gear icon at the bottom left of the menu to open Account Settings.

Step 2: Select “Manage User”

Under the Company section, click Manage User. You’ll see your Active Users and Deactive Users.

Step 3: Click “Add New User”

Click Add New User in the top right to open the form.

Step 4: Fill Out User Info

Add the following details:

• First Name
• Last Name
• Email
• Role (see below for role definitions)
• Tags (optional, used to limit a Tag Operator to specific tags)

Step 5: Click “Submit”

Once you click Submit, Truckpedia will automatically send an email to the new user inviting them to set up their password and log in.

👥 Understanding User Roles in Truckpedia

When adding a new user, you’ll need to assign them a role. Here’s a quick guide to help you choose the right one:

Admin:

• Home Dashboard
• Dispatch & Load Details
• Accounting & Billing (Invoices, Driver Pay, Expenses, etc.)
• Driver & Carrier Management
• Reports (Accounts, Customers, Drivers, Equipment)
• Maintenance
• Customer & Carrier Details
• Safety and Incident Reports
• Company Settings

Dispatcher

• Access all Dispatch and Load Details
• View and edit Drivers, Assets, Customers, Carriers, and Safety modules
• Manage Accounting functions like Invoices, Driver Pay, and Expenses
• Use most Reports (except Account, Customer, and Driver reports)
• Access Maintenance
• Modify some Settings (⚠️ partial access)
  
  

Great for operations staff who need access to loads, scheduling, and financial info without touching company-wide settings.

Dispatcher (Basic)

• Use Dispatch and Load Details only
• View Assets (Trucks and Trailers)
• View Equipment Reports
• See Customer Overview
• Access Safety and Incident Reports

Note: Dispatcher (Basic) is no longer offered when adding a new user, but you may still see it on existing users.

They cannot access accounting, detailed reports, driver/carrier management, or company settings. Ideal for junior dispatchers or part-time logistics support.

Warehouse Operator

• View-only role for dock/yard staff
• Can see assigned loads
• Can view pickup and delivery times
• Can view documents and pictures (like BOLs, delivery photos)
• Cannot create or edit loads
• No access to billing, driver pay, or other modules

Designed for warehouse or yard personnel who need visibility into load movements but should not modify anything.

Tag Operator

• Can view only loads associated with their assigned tag
• No access to other modules
• Cannot create or edit loads
• Cannot view billing or driver pay
• Inside a load, access is limited to:
  • Details
  • Documents
  • Pictures

For dispatchers or team members who should only access loads linked to a specific terminal or tag.

Maintenance

• Access only to the Maintenance module
• Can view Drivers, Trucks, Trailers, and Assets
• Within each, only the Overview and Files tabs are visible
• No access to Dispatch, Accounting, or Driver Pay
• View-only role — no ability to edit records or settings

Ideal for mechanics or fleet personnel focused solely on maintenance and equipment, with no access to operational or financial data.

Sales

• Limited access to Customers, Carriers, Marketing, CRM, Lead Finder, Inbox and marketing campaigns
• No access to Dispatch, Accounting or Driver Pay

Ideal for sales team members who prospect and manage customer relationships.

That’s it! You’ve now invited a new user to join your team in Truckpedia. 🎉

If you need help with anything else, reach out to us at help@truckpedia.io.