NOTICE: These instructions and features are specific to TripLog Enterprise plan administrators.
Creating a New Account
We do offer the ability to self-service and set up an account using our free Trial but we strongly recommend connecting with a member of our sales team for a demo of the features and benefits of TripLog.
To start utilizing your company account, it's important to first register online. If you haven't already, go to www.triplogmileage.com and click "Register" at the top. Click the Register New Account Button to Jump to that option.
Fill out the information requested on the registration page. If you are given a referral code, you can use that here by selecting the checkbox next to the "I have a referral code" then enter it.
Here is an example of the additional screens for setting up an Enterprise account.
Feel free to request a demo after completing the setup to get further acquainted with the features of TripLog.
Dashboard
When first accessing your account you will open the Dashboard Overview Page. Here you will see widgets and general info about your account. We have many tools available including Performance Charts and Trends premade for understanding your company usage.
Onboarding
There are available Onboarding walk throughs that will show you the setup process and the steps needed to configure your account to your needs. At any time you can schedule assistance or reach out to our sales or support team with any questions you may have.
Add Users
To add users to your account you can navigate to the Manage button and select Users.
You are able to individually add users to the account by clicking on the Add User button or you can import users in bulk with the import template. Note: When adding the user they will receive a Welcome email with information on how to download the app and login to the app or web. With the Import you can choose not to send the Welcome email right away.
ADD USER: Manually Add users by entering their Name, Email Address, and any other optional information
IMPORT: Mass add/modify users through a CSV Import. Additional options are available in the import menu.
Quick Filter: Quickly filter for Enabled/Disabled Users
Filters: Filter for your users to easily find someone
Importing Users
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 from the Download Template CSV button. Importing the list can also modify the user profiles so please ensure all information is completely filled out when importing.
User Setup and Options
When adding a 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.
User Permissions
Admin
Allows the user to view and edit all user data, run reports, and manage user accounts.
There is an Elevated "Primary Admin" Only other Primaries can grant/view this permission.
Can be selected as an Approving Supervisor with the Approval Process
App User
grants access to logging in on the mobile app, the ability to sync data, and login and access the web dashboard.
Limited access - can view and edit only their own reports and data.
Accountant
Read-only view of user data and reports.
It allows the user to approve anyone's trips (including their own) and mark trips as "Schedule Pay" (or as approved).
Locked
The user is unable to delete trips or change trip data, time, location, and mileage once the trip has been recorded.
If Selected there is a sub-option to Allow Delete to reduce the need for interaction by the admins.
Disabled
Inactive User - No access and removed from billing totals.
In addition, administrators can add specific settings for users such as:
User Role Settings
Phone Number
Will be used when sending the welcome email/text
Department/Office
Administrators/managers will only see users of their own Department/Office.
Approval Supervisor
This is set if the user requires approval from an assigned supervisor.
Admins can set delegates to forward approval requests when out of office.
Mileage Option Settings
Deduction for Commute Miles
The number of miles that are exempt from a user's daily trips will be shown and deducted from reports when uploaded to QuickBooks, ADP, or other accounting tools.
Can be configured in the Import Tool
User Mileage Rate
This is the mileage rate for non-personal trips. This overrides the system's default Business mileage rate.
Lock Auto Start Option
Set the AutoStart for the specific user. Can be helpful to override the company setting
Time Option Settings (Available with Time Add-on)
Time Tracking Mode
Clock In/Out or Duration depending on the input method desired.
Wage
Set $XX / Hour or Year to define hourly or salaried and define a create for the reporting. (does not affect the integrations as most require the rate to be set on the payroll software
Time-Off Schedule
This is a specific PTO the user is assigned, based on accumulation, start/end of employment, etc.
Time-Off Balance
Set the user values for Time-off when requesting time off. Can be exceeded but with approval. Import to configure available.
Driver Profile
Optional information to add for record keeping. The admin can upload relevant documents to be able to track current paperwork like certifications, registration or other time-based documents. Set the expiration and the user and Supervisor will be notified that the document expired.
