Personalize Your Experience for a More Efficient Workflow
DriverHub allows users to customize their experience through User Preferences. This guide will walk you through adjusting settings such as landing pages, browser views, text message inbox behavior, attachment handling, and country-specific formats. Customizing these options ensures DriverHub aligns with your workflow.
Table of Contents
Video Walkthrough
Step-by-Step Instructions
1. Access User Preferences
• Click your User Icon in the upper-right corner of DriverHub.
• Select “User Preferences” from the dropdown menu.
2. Customize Your Preferences
Landing Page Selection
• Set your Initial Landing Page to determine which screen loads upon login.
• Options may include the Compliance Dashboard or Team Member Browser.
• Available options depend on your company’s DriverHub configuration and your user role.
Default Browser View Mode
• Choose between:
• List View (default) – Displays items in a structured list.
• Card View – A more visual approach with larger, tile-based displays.
Default Profile View
• Select how user profiles appear:
• Peek View – A compact preview of user details.
• Focus View – A detailed, full-screen profile display.
Text Message Inbox Display
• Enable this option to automatically open the company SMS inbox upon login.
Show System Notes By Default
• If enabled, DriverHub will show system notes.
Auto-Open Attachments
• Toggle this setting to automatically open record attachments when viewing a record.
Auto-Suggest (Automatically Search For) Users
• Activates predictive suggestions as you type in the search box.
Country-Specific Settings
• Choose between United States or Canada to adjust:
• Distance units (Miles vs. Kilometers)
• Address formats (ZIP Codes vs. Postal Codes)
• Other regional preferences.
3. Save Changes and Apply Settings
•Some changes require a page refresh before they take effect.
•Click Save and refresh the page if necessary.
By following these steps, you can customize your DriverHub experience to match your preferences and streamline your workflow efficiently!