This article explains how to invite or remove a Driver in MotionTools. For more information about the Driver role, please read the Driver article.
Overview
Invite a Driver
Have the following prerequisites been met?
Have at least one Organization. See the Create an Organization article for guidance.
Have at least one Service Area the Driver can operate in.
The driver has downloaded the MotionTools Driver App from the Apple App Store or Google Play Store. Read the Getting Started as a Driver article for more information.
To invite a new Driver, open the Drivers Tab and click on the Invite button.
Enter an email address and select an Organization from the drop-down. To invite more than one driver at a time, click Add row. Once you entered the Drivers you want to add, hit Invite.
Make sure the email address you've entered is correct and unique.
When you click the Invite button, a popup appears confirming that the driver has been invited.
Once you add a Driver, they will be sent an email with an invitation to complete the registration and sign up with the email address they were invited with. Your drivers can read the Getting Started as a Driver article for a step-by-step guide on how to download the app and complete the signup.
Bulk import multiple drivers via a CSV file
What is a CSV file?
A CSV (Comma-Separated Values) file is a simple plain text file used for storing tabular data in a structured format. They are used for bulk imports because they're a simple and efficient way to handle large amounts of data.
To bulk import multiple Drivers at once, open the Drivers Tab and click on the Import Drivers button.
To help you get started we prepared a CSV template you can fill out. Click on the Download CSV template button to download it.
Next, you can open up the CSV file in Excel, Numbers or Google Sheets to edit it and enter the needed information. Just like in the example entry, you add the email addresses of the drivers you want to invite and the Organization ID of the Organization each driver should belong to.
Make sure the email addresses you've entered are correct and unique.
You can find an Organization ID by opening the Organizations Tab and clicking on the needed Organization.
Next, you go to the URL field of your browser and copy the string of numbers at the end of the URL. This is the Organization’s ID.
Once you filled out the CSV file you need to save or export it as a CSV file. Read the How can I export an excel file to a UTF-8 Format encoded CSV? article, if you need help with that.
Now, you can upload the CSV file to your tenant by clicking on the Upload CSV button and selecting the CSV file.
You will see a list of all the drivers you imported from the CSV file and can check if the correct Organization was selected.
Click on the Invite drivers button to complete the invitation, and a popup confirming the invitations will appear.
Remove a Driver
To remove a Driver, open the Drivers tab and click on the Driver you want to remove to open the Driver details page.
You can use the search function or filter for an Organization to to find the account you want to remove faster.
Go to the Account management section where you can choose between blocking or anonymizing the user.
Block vs. Anonymize
Block: The user will be signed out and will not be able to use the platform. The action is reversible.
Anonymize: The user data will be permanently anonymized, and the user won't be able to sign in again. Please ensure the user doesn't have any active or scheduled bookings.
When you click the Block or Anonymize button, a popup appears asking you to Cancel or Confirm your action.
Unblock a Driver
If you or someone else previously blocked another Driver and you want to unblock the user again, open the Drivers tab and click on the Driver you want to unblock to open the Driver details page.
You can use the search function or filter for an Organization to to find the account you want to remove faster.
Go to the Account management section and click on the Unblock button.
When you click the Unblock button, a popup appears asking you to Cancel or Confirm your action.
