Getting Started Guide for Administrators (Web Dashboard)

NOTICE: These instructions and features are specific to TripLog Enterprise plan administrators.

Registration

To start the utilization of your company account, it's important to register it online. Go to www.triplogmileage.com and click "Register".

Fill out the information requested on the registration page (if you are given a referral code, you will be able to utilize that here).

Account Setup

Once registration has been completed, you will be taken to the “Account Setup” page, this is where you will select your country, time zone, and purpose for utilizing TripLog.

Press “Next” and select your industry.

Press “Next” and fill out your company profile. Make sure to select the proper number of users pertaining to your company and finish the account setup.

Add Users

After successfully creating your company account, you will be taken to your company dashboard overview page (blank due to no data input).

To add users, go to Manage → Users → Add User. On this "Users" page, it lists your entire team, including user roles such as admins and supervisors.

When adding the user, make sure to set the appropriate privileges and add any departments, supervisors, etc.

Note: When users are disabled, the entire user account becomes inactive, with no access.

1. Administrator/Manager

   1. Allows user to view and edit all users data, run reports, and manage user accounts.

2. Application User

   1. Has access via mobile device to sync and link. Limited access - can view and edit only their own reports and data.

3. Accountant

   1. Read only view of user data and reports. It allows the user to approve anyone’s trips (including own) and mark trips as “Schedule Pay” (or as approved).

4. Locked

   1. The user is unable to delete trips or change trip data, time, location and mileage, once the trip has been recorded.

5. Disabled

   1. Inactive User - No access.

In addition, administrators can add specific settings for users such as:

1. Department/Office

   1. Administrators/managers will only see users of their own Department/Office.

2. Approval Supervisor

   1. This is set if the user requires approval from an assigned supervisor.

3. Daily Mileage Exemption

   1. The number of miles that are exempt from the daily trips, that will be shown and deducted from reports when uploaded to QuickBooks, ADP, or others.

4. User Mileage Rate

   1. This is the mileage rate for non-personal trips. This overrides the system default mileage rates.

5. Time Tracking

   1. This is the start/end time, or duration for tracking users (i.e. clock in/out, duration).

6. PTO

   1. This is a specific PTO the user is assigned, based on accumulation, start/end of employment, etc.

Import Users

In order to add a large number of users, you can go to Manage → Users → Import User. To ensure proper upload of users, edit the sample CSV that is provided.