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Logistics users

Staff, customers and drivers.

Where

Logistic › Users

Who

Anyone allowed to see staff.

The screen has three tabs.

TabWhat it shows
DriversEveryone who holds the driver capability, whatever their role is called: Full name, Email, Office, Phone, Active, Last sign-in, Vehicle plate and Vehicle code. Narrow the list by Office.
StaffThe staff list is the system’s own shared screen: Open Setup → Staff takes you to it.
CustomersA logistics customer is a customer: Open Customers takes you to Sales & CRM.
Users: the drivers
The drivers of one office

Drivers

1
To make someone a driver press Make someone a driver: it opens the roles, where the driver capability is granted to a role.
2
On a driver’s row press Edit driver details to set the Office, the Vehicle plate and the Vehicle code, then Save.
A driver’s details
The Staff tab
The Customers tab