Creating a User in DriverHub

Learn how to quickly and efficiently create users in DriverHub, tailored to their roles and statuses.

Creating a new user in DriverHub is a straightforward process that helps you onboard candidates, leads, and team members efficiently. This guide will walk you through the steps to create a user, define their role, and set up additional options like welcome emails or training enrollments.

Video Walkthrough: 

Step-by-Step Instructions

1. Access the Create Button

   1. Navigate to the upper right-hand corner of the DriverHub dashboard.

   2. Click the Create button, and from the dropdown menu, select User.

      
      

2. Enter Basic Information

   1. Fill out the basic information for the user you’re creating. 

      • Each type of user may require different fields. For Example, Team Members require Job and Location, while Candidates require Position Openings and Recruiters

   2. Required fields are marked with a red asterisk (*). These vary based on the user type.

      • Each type of user may require different fields. For Example, Team Members require Job and Location, while Candidates require Position Openings and Recruiters

3. Click "Create User":
   1. Once all necessary information is filled out, click the "Create User" button at the bottom of the screen.
      
      
4. Additional Setup:
   1. Depending on the user status/type you've selected for the new user, there will be additional setup options that pop up in a new window, over the newly created profile. You can take action on them now or close the window to view the new profile. These actions can be taken at a later time through the profile. 
      1. Lead Status: Send Welcome Email
      2. Candidate Statuses (Active, Hold, Rejected): Send Welcome Email, Send Welcome Text, Enroll In Training
      3. Team Member Statuses (Full Time, Part Time, On Leave, Contracted): Send Welcome Email, Enroll in Training, Configure Visibility 
      

Additional Info/Troubleshooting Tips:

•Editing User Profiles: After creation, any information can be updated by accessing the user profile and clicking the edit (pencil) icon.

•Common Errors: Ensure all required fields marked with a red asterisk are filled out to avoid errors during creation.