Carriers
Apps: Web, iOS, Android
App Version: 3.4
Overview
- How to Invite a Carrier or Driver.
I would like to invite other users to join Roger.
Sending a Carrier/Driver Invitation
- Go to the Users tab. This tab will display all current Users.
- Click the green Add a User button at the top right of the screen.
- Fill in the Full Name, Email or Phone Number, and select the Role (Driver/Full, Driver/Limited, or Carrier).
- Click the green Invite button.
- If an email was entered, then the user will get email instructions on joining Roger. If a phone number was entered, a text will be sent with the instructions. If both email and phone number was entered, the User will receive both links and has the option to either sign up via email or phone.
- Tap on the Users Icon at the bottom of the screen.
- Tap the Green + Button.
- A new window will popup allowing you to select the user type (Carrier or Driver/Full or Limited).
- If Driver is selected, an additional option will appear controlling the Driver's ability to view or edit rates.
- Fill in the Full Name, Email or Phone Number.
- If an email was entered, then the user will get email instructions on joining Roger. If a phone number was entered, a text will be sent with the instructions. If both email and phone number was entered, the User will receive both links and can sign up via email or phone.
- Tap Done at the top right of the screen.
Learn more about the Different Roles in Roger
Sample Invite
The invited Carrier or Driver will receive an email or text. Click the Join Roger button.
Have them fill out the form and click Create Account
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