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Forms & configuration

Add team members and control application access

Create individual staff accounts, set application visibility, and understand which administrative and sensitive-data controls each person receives.

AdminUser4 min read

Separate a company’s type from a person’s role

A company can be a carrier or recruiting company. Each staff account then has its own Admin or User role. A recruiting company’s ordinary User does not automatically receive the recruiting administrator’s cross-carrier workspace.

Use a separate account for each person. Open Settings → Users to review the company team. Ordinary users can have a read-only directory; creating, editing, and deleting staff accounts requires the appropriate administrator access.

Separate a company’s type from a person’s role in Truckers Data — desktop view
The directory shows role, visibility, verification, and sensitive-data settings separately. Sample data.

Create a staff account

  1. As an administrator, open Users and choose New user.
  2. Enter the person’s name and their own email address. Email is required and must be unique.
  3. Choose Role, Application Visibility, and the sensitive-data permission.
  4. Review the company and save the account.
  5. Tell the person to follow the account-verification/setup message sent to their email.
  6. After they sign in, check that they see the intended applications before assigning sensitive work.
Create a staff account in Truckers Data — desktop view
Choose a role and visibility deliberately; they control different parts of access. Sample data.

User fields and account actions

Field or buttonWhat it does
First name / Last nameThe staff member’s display identity.
Email addressThe staff member’s sign-in and verification address. The team editor disables this field when editing an existing account.
CompanyThe company associated with the account; displayed read-only when editing.
Role: AdminCan manage company settings and team functions allowed for that company. A recruiting admin has the recruiting workspace for linked carriers.
Role: UserWorks with permitted applications without receiving the company administrator’s configuration controls.
Application VisibilityRestricts which applications appear within the user’s available company scope.
User can see sensitive data?Controls access to sensitive information such as SSN and date of birth where the application/file display supports masking.
VerifiedShows whether the email-verification state has been completed.
Resend invitationAvailable for an unverified account, asks for confirmation, and sends another verification notification.
Edit / DeleteAdministrative account actions, subject to role rules. You cannot use Delete to remove your own account from this team list.
User fields and account actions in Truckers Data — desktop view
Role, application visibility, and sensitive-data access are independent settings. Sample data.

What each visibility option includes

Field or buttonWhat it does
AllApplications available to that person’s company/role scope. It does not grant access to every company on the platform.
AssignedApplications assigned to this user.
UnassignedUnassigned applications and applications assigned to this user. It is not an empty-assignee-only view.

Sensitive information and carrier sharing controls

Application visibility decides which records a person can work with. Sensitive-data permission decides whether protected details can be displayed within permitted records. Granting sensitive access does not grant access to a different company.

For sensitive application/consent/MVR files, the individual permission and the carrier’s sensitive-data sharing setting both matter for recruiting-company users. Where originals are not permitted, a masked version may be used. If no suitable permitted version exists, access can be refused rather than exposing the original.

Check one permitted record after changing access. Do not use a screenshot from an administrator’s session as proof of what a particular User can see.

When an expected control or record is missing

Field or buttonWhat it does
Settings tab is missingCheck whether the person is an Admin and whether they are working in the intended company.
Applications list looks emptyCheck visibility, assignee, company scope, and the table’s own search/filter settings.
Sensitive values are maskedCheck the individual permission and, for a recruiting user viewing carrier files, the carrier’s sharing setting.
Cannot change your own role or visibilityThose fields are disabled for the current user in the team editor. Ask another authorized administrator to review the setting.
Invitation not receivedConfirm the address, check verification state, and use Resend invitation only if appropriate; it sends another email.