How to Add Crew (Drivers)

Steps:


HOW TO Add a new crew user...

Go into Maintenance.
Edit/Add People.
Hit the Add New button (far left).
The essential fields are: First Name, Last Name, Email. Important: Pax is ticked by default. Untick this, and tick Crew instead:

Now hit Save Changes to put this crew member in the respax database. Search for the new user using Search button on the far right:


HOW TO Copy an existing driver...

Go into Maintenance.
Edit/Add People.
Hit the search button (far right).

To find the current crew, tick the Crew checkbox.
% is a wildcard which essentially means "anything" So, this example below, looks for everything with "anything" (eastas) "anything" in the last name.

And returns a list:

So, to create a new crew member from an existing one, left click once on the line
This will bring up the user details:

Hit the Copy to New button:

Hit Create
This will create a new crew member:

Note: The password is set to the same as the first name, and will need to be changed the first time the crew member logs into respax:

Note: Roles are not copied so these will need to be added to the new user.


HOW TO Assign a user a role as a driver...

Click on the user in the list to open the details,
Then click on the Roles tab:
Note: If the Roles tab is not active, the Crew checkbox is not ticked - This is the trigger ;)

Hit Add new Role
Click on the down arrow and select Driver from the list:

Hit Save/Exit
Done


HOW TO Test assigning the new driver to a bus...

Reservations
Trip Manifest
Rostering / Trips
Add Driver:

If the driver appears in this list the user is set up correctly:


HOW TO Unassign a user a role as a driver...

Maintenance
Edit/Add People
Click on the driver in the list
Click on the Roles tab
Note: If the Roles tab is not active, tick the Crew checkbox to activate it. Once you are finished, untick the box again. Click on a role which is no longer valid

Hit Delete

r4w howtos users resources (last edited 2008-05-01 05:02:57 by corrine)