Add a New Driver

There are now 3 ways to add a new driver to your fleet in Vector:

• Create the driver manually
• Send an invitation to the driver 
• Provide the driver with your fleet's company code so they can sign up

Create Driver Manually:

1. Click the + button in the top right corner and click Create New User from the dropdown:

2. In the New User pop up, you will be required to fill out these field:

• First Name
• Last Name
• Role (select Member for driver)
• Primary Phone Number OR Primary Email (you can add both but only one is required)
• Password

All other fields are optional.

3. Once you review with the new user that all of the information is correct, click SAVE. Once the new user is created in our system, you will be able to see them and search for them in the Users tab.

SHORTCUT TIP: To bulk create users, go to your Users tab and click IMPORT on the top right. 

In the form that appears, download the template and fill out the required fields.

• Template - Required fields are first name, last name, role (type in Member), and a phone number and/or email address, and password. 

Once you choose your file to upload, click SAVE.

Send an Invitation:

1. From the Web Application, navigate to the Invites tab in the left-hand panel.

2. In the top right corner, click the orange CREATE INVITE button.

3. In the form that appears, input the driver’s First Name and Last Name. For the Role field, make sure Member is selected.

Input the phone number and/or email address you’d like the driver to receive the invitation link.

• If you enter a phone number, the driver will receive a text message with a link to download the application and finish setting up their account.
• If you enter an email address, they will receive this link to their email inbox instead.
• If you enter both, the driver will receive text message AND an email with a link to download the application and finish setting up their account.
  
  The link the driver uses to register will be their login. For example, if they finish setting up their account via email, their login will be their email.

5. Sent invites will appear in the INVITES SENT tab. Once an invite is clicked on, you’ll have the option to resend, cancel or entirely delete an invitation through the buttons at the top of the panel.

6. To check if a driver has accepted their invite and is now part of your fleet, click the Users tab. The driver’s name will populate on this list. They are now able to upload documents to your fleet. These will appear in the Documents tab along the left hand panel.

SHORTCUT TIP: To bulk invite users, click IMPORT on the top right. 

In the form that appears, download the template and fill out the required fields.

• Template - Required fields are first name, last name, role (type in Member), and a phone number and/or email address. 
• Send Invitations - If you check this box, it will send out the invites, which you can view under the Invites Sent tab. If you don't check this box, then it will create the invite but not send it; you can send the invite when you are ready under the Invites Created tab.

Upload your CSV and click SAVE.

Driver Signs Up Using Company Code:

Drivers can now join your fleet with the use of a company code. Please note, drivers need to be running the latest version of the Vector app to take advantage of this feature.

1. To locate your company code, navigate to the Account & Settings tab in the Web Application.

2. Click the General tab under COMPANY. At the bottom, under the headline Onboarding, your fleet’s unique company code will be listed.

If you would like to update your company code, please contact us at support@withvector.com.

3. Once you have located your Company Code, share it with the drivers that need to sign up under your fleet. Instruct them to follow the below steps to register with your fleet using the Company Code. You can also share this support article with your drivers, which walks through how they can do this as well.

1. Download “Vector Mobile” on your phone’s app store. The vector mobile app is free and available for use on all Android and iOS devices.
2. Once they open the application, drivers will click “Register” underneath the orange Sign In button.

         3. The driver will then enter in your fleet’s Company Code.

      4. Driver will also fill out their name, phone, and/or email address, and set the password for their                account. Once complete, they will have officially joined your fleet and can now upload                              documents automatically into your fleet.

     5. Emails listed under User Notification Emails will receive an alert every time a driver registers                   using just the Company Code. Here’s how to sign up for those email alerts.