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Manage User Access to Truckpedia

Add new users to your Truckpedia account, assign roles, and manage access levels. Whether you're assigning administrative duties or limiting access to certain modules, these steps will help you manage your team's permission efficiently.

What You'll Learn

  • How to add new users to Truckpedia.
  • How to assign roles and manage access levels.
  • How to update, deactivate or reactivate user accounts.

Steps to Add a New User

1. Access User Management Settings

  • Click the gear icon at the bottom left of your Truckpedia dashboard to open Account Settings.
  • Under Company, select Manage User.

2. Add a New User

  • Click Add New User in the top right.
  • Enter the user's first name, last name and email address.

Manage User list with Add New User button

3. Assign User Role

Under Role, choose the appropriate access level for the user:

  • Admin: Full access to all modules and settings.
  • Dispatcher: Limited admin access, including accounting, reports, marketing campaigns and making changes in Settings. No access to the Home dashboard.
  • Warehouse Operator: View-only access to assigned loads, times, documents and pictures.
  • Tag Operator: Can only see loads linked to the tags assigned to them.
  • Maintenance: Access to the Maintenance module and view-only access to drivers, trucks and trailers.
  • Sales: Limited access, including customers, carriers, marketing CRM, Lead Finder, inbox and marketing campaigns.

Hover the info icon next to a role in the dropdown to see what it can access. For a full breakdown of each role, see How to Add New Users in Truckpedia.

Role dropdown in the Add User form

Tag Operators: choose their tags

If you pick Tag Operator, use the Tags field to choose which tags (companies, terminals or MCs) that user can see.

Tags field in the Add User form

4. Submit the User Info

  • Once you’ve filled in the details and assigned the role, click Submit.
  • An email will be sent to the user inviting them to set up their password and log in.

Managing User Access

5. Edit User Permissions

  • To change a user’s role or tags, click Edit next to their name.
  • Update the role or tags as needed, then click Submit.

6. Deactivate or Reactivate a User

  • As an Admin, you can deactivate a user’s account at any time by clicking Deactivate next to their name.
  • Deactivated users move to the Deactive Users tab. Click Activate to give them access again.
  • Always double-check role assignments to make sure users have the right level of access.
  • If you run into any issues, reach out to help@truckpedia.io.