Inviting drivers

Read the guide here


View expiring drivers (Fleet Driver Plan only)

If you have any drivers expiring within the next 30 days, you will see a notification on the Manage and add drivers page, and you can click the Renew expiring drivers button. You can delete any drivers you don't want to renew, but bear in mind this will remove access to those accounts permanently. Read the guide here.

Deleting and editing drivers

Click on Manage all drivers on the Manage drivers and courses page or Manage drivers next to the course. View the list of drivers and click Delete next to any of the drivers whose accounts you want to permanently deactivate. Note: this removes them from the account immediately! If the driver has entered their name, it will appear on this page.


IMPORTANT

Each driver will have one record for each of the courses they are enrolled in. If you edit the driver's groups, this will be reflected in each of the records. However, if you click Delete, this will only delete the driver from the specific course, not all courses they are enrolled in.


Bulk editing drivers

Bulk editing is useful for two reasons:

  1. Changing the group or groups of a large number of drivers
  2. Deleting a large number of drivers

Select the drivers you want to change by checking the box next to their email, then click either the large Edit button to change the groups or the large Delete to delete them. You can edit or delete individual drivers using the Edit and Delete buttons in their row.

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Deleting drivers before they are renewed (Fleet Driver Plan)

You can also delete drivers en masse before they are due to be renewed from the Renew expiring drivers screen. Note that you will only see drivers that are expiring in the next 30 days.

Deleting a driver removes their access immediately. If you would like the driver to expire, but you want to keep their account open until the end of their 12-month period, turn auto-renew off, then manually renew the drivers you want to renew.


Edit a driver's groups

If you click on Edit then you will be able to change the groups the driver belongs do.

Note: changing a driver's groups doesn't notify them that you've changed the groups - you'll need to email them to tell them.


Resend all invitations

If you have multiple drivers that haven't accepted the invitation, click +Resend all invitations.


Buy more drivers

If you've run out of drivers you can purchase extra ones by clicking Buy more drivers.

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View drivers that haven't accepted your invitation

If you have sent invitations that haven't been accepted you will see how many are pending in the Manage drivers page. This is shown in the Drivers not enrolled column - below you can see there are two drivers. Click on Pending to view those drivers. Note that below, there are also 4 drivers expiring. 

You can follow up personally or, you can delete them to add their accounts back to your total available. Note: deleting the account of a driver that's already accepted your invitation and created an account will not add accounts back to your total.


Renewing expiring drivers in the Fleet Driver Plan

This page contains a list of all expiring drivers. In this case, auto-renew is on, so they will renew automatically using the details you've supplied previously.

If auto-renew is not on, check the drivers you want to renew, then click Renew.

You can delete the drivers you don't want to renew by clicking Delete. Bear in mind this deletes them immediately.

Note: renewals don't apply to other courses, only the Fleet Driver Plan.

Viewing deleted drivers

From the Manage drivers and courses page, click View deleted drivers.

This will show you a list of drivers that have been deleted.