First, enable the Group field in settings. The Group field will be used as the unique identifier for each of your Client. For data segregation by Client, you need to ensure that each Client has a unique Group Name (If you have a WMS system that export the delivery information in Excel, you can check if there is a field like Customer Code / ID that you can use to tag each delivery).

In your admin dashboard,

  1. Go to Settings
  2. Click Delivery Settings
  3. Click Fields
  4. Check on the Group box
  5. Click Save

Next, add groups In your admin dashboard,

  1. Click Users
  2. Click Group tab
  3. Click Add Group
  4. Type the name of the group (name of Group has to be unique per client)
  5. Click Save

Add Your Client As A Sub-User by

  1. Log on to your Detrack’s dashboard
  2. Click on the tab Users
  3. Click on the sub-tab Users
  4. Click on Add Users
  5. Entering their nameemail
  6. Assign them the role of CSO for now (the customer role is in the process of being refined and will be ready for use in the near future, you can easily make changes later)
  7. Select the Group that this sub-user belongs to
  8. Select to allow add delivery or export files
  9. Click Save

For newly added users who do not have an existing account with Detrack, an email will be sent for this new user to create a password to access the Group’s Detrack dashboard.

Now your client will have their own Detrack login. They will be able to log in and start tracking their own deliveries when you start tagging your deliveries to their respective Groups. Your clients can login to their own Detrack dashboard at:

Learn how you can tag the deliveries to your Client’s Group here:

Here is a sample email template you can use or edit from, to inform your Client that you are providing them with a Detrack account to track and trace the deliveries and collections they have.

For more details, visit our tutorial page.