Can I Add Additional Users to My Profile?

If you’re working in a team with someone, you might need to give another person access to your CX account. This article will show you how to add additional users to your account, what the difference is between a ‘Company Admin’ and a ‘Company User’, and how to edit a user’s details or remove them completely.  
If you’re on a CX or HX Starter plan, you won’t be able to add additional users as your subscription is designed for sole traders. 

IN THIS ARTICLE  

• How to add a new user 
• How to edit a user’s details 
• How to remove a user  

How to add a new user 

Step 1) Click on the drop-down menu.  

Step 2) Next, click on ‘Users’. 

Step 3) Click on the green button that says, ‘Add User’. 

Step 4) Complete the profile details, making sure to complete the mandatory fields marked with a red asterisk (*).  

Step 5) Create a unique username and password for the user. 

The difference between ‘Company Admin’ and ‘Company User’  

A ‘Company Admin’ and ‘Company User’ will have different account permissions. 

• Company Admin can add, edit and delete subcontractors or drivers. Admins can also sign and view company documents like insurance – they are able to make general decisions for the account. 
• Company User doesn’t have the permissions of a Company Admin, but will still be able to access non-account changing features such as searching for loads or posting journeys.  

How to edit a user’s details 

Step 1) Click on the drop-down menu of the platform.  

Step 2) Click on ‘Users’.  

 Step 3) Next, click on the pencil icon next to the name of the user who’s details you wish to edit.  

Step 4) Once you’ve made your changes, click ‘Save’.  

How to remove a user 

If you’d like to remove a user along with all their details: 
Step 1) Click on the drop-down menu button. 

Step 2) Click on ‘Users’. 

Step 3) Find the user you want to remove from the list and click the red ‘X’ to delete their details.