How to add a driver

Follow these steps to add a new driver to your program.

1. Login to Cardata Cloud and go to Tools > User > Add User

   Choose the User Type as “Driver” and hit the Next button

   Enter all the necessary information for the new user. Here are the mandatory fields:

   • First Name: Enter the driver's first name
   • Last Name: Enter the driver's last name
   • Email: Enter the work email address
   • Employee Number: Enter the employee number
   • Street: Enter the address
   • City: Enter the city
   • Province/State: Choose the province from the drop-down menu
   • Postal Code: Enter the postal code
   • Vehicle Profile: Pick the vehicle profile you want to assign to this user
   • Annual Mileage: Pick the mileage band you want to assign to this user
   • Territory: Always choose “Home Address City”
   • Start Date: Select the user's program start date
2. For the question, Do you want to send an email with login and password information now: Please make sure to always select the YES radio button. This sends the user their welcome email.
3. Hit the Add Driver button.
4. The new driver should have received a registration email with the username and a link to set up the password.

Below are the optional fields that you can fill out if relevant:

• Job Title: Enter the job title
• Managers: Select the manager this person reports to
• Division: Select a division from the drop-down menu
• Business Unit: Enter the business unit