To log in and access the Turvo platform, a person must have a user account created. This article covers:
Note: Creating and managing users is an action that can be performed by Admins only.
How to create a user
Step 1:
Login to your Turvo tenant and click the Create menu (+ sign) in the upper right corner of your screen. Then, select User in the drop-down menu.
Step 2:
Fill in the details on the Create Turvo user modal that pops up. Descriptions of each field are listed below.
- Full name: Enter the user's full name.
- Role: Select the type of access the user should have. You can choose from Viewer, Contributor, Editor, Operator, Owner, Admin, Financial admin, and Super admin. See the Roles and permissions section of this article for more information on the permission levels for each role.
- Title: Enter the user's job title.
- + Add group: Add the user to a group to restrict their visibility within your Turvo tenant. To learn more about groups, check out our Creating and managing user groups to streamline visibility article.
Important note for Carriers:
If you are a carrier, when you click to create a user, you will be asked whether you are creating a Turvo User or a Turvo Driver.
Choosing Turvo User will bring you to the screen shown previously to create a platform user. Choosing Turvo Driver will take you to the following screen:
The only information required for drivers is a name and phone number. Make sure to input a correct mobile phone number if you would like to be able to share shipments to the driver using the Turvo Driver mobile app! Driver users do not log in to the Turvo web platform, so they do not need an email address or password.
Viewing Roles and permissions in Turvo
Turvo has a Roles & permissions tile available in the Admin console for users with Admin permissions and above to view the access levels for each role. To access the Roles and permissions:
- Click the profile icon in the top right corner of your screen and select Admin console.
- Click the Roles & permissions tile.
- From here, you can choose to view permission levels by Role or by Entity.
The available permissions for either view are as follows:
- Miscellaneous: The role has several different permissions, depending on the specific tab or segment of the entity selected.
- No permissions: The role cannot view, edit, or delete the entity or section of the entity.
- View: The role can only view the entity or section of the entity.
- View & edit: The role can view and edit the entity or section of the entity, but not delete.
- View, edit, & delete: The role can perform all actions available for the entity or section of the entity.
Viewing permissions by Role
When viewing permission levels by role, click the role you wish to see the permission levels from the left column:
Once a role is selected, a list of the entities available in Turvo shows to the right. Clicking each entity will reveal the permissions allotted to the selected role for that entity. The summary of permissions will be available at the top, and a breakdown of permissions by entity tab, section, and segment is available below that:
Each entity is broken down into the tabs, sections, and segments available for users to view. Lines with a down arrow can be clicked to reveal the permissions for the sections and/or segments nestled under the selected tab:
To view the editing capabilities available to the role, click the Action segment at the bottom of the list to expand and view the areas editable by the role:
Note: Role permissions cannot be updated by users within Turvo at this time.
Copying Roles
If you need to create a standard role that is similar to an existing standard role, you can save time by making a copy of the original and editing permissions.
To copy and create a new role from a standard role, click the More options menu (three dots) and click Make a copy.
Then you name the role and select the content you want to copy to the new role. Click COPY.
Custom roles
If the default permissions in the standard roles don’t cover all of your business needs, users with Super admin permissions can create custom roles and assign the permissions individually.
- From the Roles & permissions screen, click Add Role.
- Enter the name of the role and click CREATE.
- Choose whether you want to set the permissions now, or do it later.
- Custom roles appear underneath the standard roles on the left side menu. Select the custom role you want to set permissions for and the entities appear on the right. Use the toggle switch to enable the entity.
- Work through the settings on each entity and click SAVE when finished. A red warning sign indicates that one or more of the entity options are not allowed by Turvo.
- Select the drop-down menu and choose an option that isn’t marked with the warning sign.
- Use the navigation menu on the bottom to move quickly between entities.
- When you are finished, click IMPLEMENT and the permissions are assigned to the role.
You can edit permissions at any time; be sure to save your changes. To delete a custom role, click the three dot button next to the custom role name and click Delete.
Note: Custom roles cannot be deleted if there are any users assigned to that role.
If you need to create a custom role that is similar to an existing custom role, you can save time by making a copy of the original and editing permissions. Click the menu button next to the custom role name and click Make a copy.
In the Copy role dialogue box, enter the Role name, set the permissions you want to copy over, and click COPY.
Protip: Tenants that use TDI to import data to Turvo can use custom roles after they are created. The TDI process cannot create new custom roles.
Viewing permissions by Entity
When viewing permission levels by entity, click the entity you wish to see the permission levels from the left column:
Once an entity is selected, a list of all of the available roles and their permission levels for different areas of the entity are shown to the right. Scroll horizontally to view additional roles and compare their permissions:
Protip: You can also choose to view permissions in Full screen mode using the full screen icon at the top-right corner of the page. To exit full screen mode, simply click the icon again or hit the esc key on your keyboard.
The summary of permissions will be available at the top, and a breakdown of permissions by entity tab, section, and segment is available below that:
Each role is broken down into the tabs, sections, and segments available for users to view and edit within the selected entity. Lines with a down arrow can be clicked to reveal the permissions for the sections and/or segments nestled under the selected tab:
To view the editing capabilities available to the role within the selected entity, click the Action segment at the bottom of the list to expand and view the areas editable by the role:
Final Step:
Once all required information is filled out, the CREATE button will change from grey to blue. Click CREATE and the user will be sent an email invitation to register as a Turvo user (drivers will not receive an email or any kind of notification that they have been added until a shipment is shared with them via the driver mobile app).
Note Users with Admin level permissions and above can configure your tenant to not automatically send the invite email to users upon creation. For more information on configuring this and other tenant rules for users, see our Configuring business rules for users article.
Role permissions for new features
When a new feature, attribute, entity, segment, or section is added that requires role permissions, a notification is added to the Roles & permissions tile.
Navigate to Admin console > Roles & permissions. You’ll see the notification in the bottom left of the screen.
Click that notification to open the Customize new features permissions window where you can set role permissions for the new or updated entities and attributes.
End user registration
Important note: The email invite expires 24 hours after it was sent. If the user does not accept before it expires, you will need to find their user profile and click RESEND.
To join Turvo, the new user will need to check their email address (the email you used to create their account) and click ACCEPT INVITE.
Protip: If the user you have invited has trouble finding the invitation, ask them to check their spam folder.
This will take them to the Join Turvo screen, where they create their account by providing additional details including their phone number and time zone, as well as to choose their own password:
- Company name: Pre-populated with the company name of the tenant in which the user was created. This field is not editable.
- Full name: The name that was entered when the user account was created in the tenant. This is editable to whatever the user's preferred name is.
- Email: Pre-populated with the email address used to create the user account. The email address cannot be changed during account registration.
- Important note: The email used to create the account will always be the username for logging into Turvo. Even if the user changes their email in their User profile, they will still have to login with their original email address.
- Phone: User is required to enter their phone number.
- Password: User chooses their own password.
- Timezone: User must enter their time zone. This is how dates/times are displayed to the user in the platform, so it’s important to make sure the timezone is correct.
The user can then log in with their email address and the password that they chose!
User invite expiration
Once a user invite has been sent, the user has 24-hours to accept their invitation before it expires.
To view the time remaining for a user invitation, navigate to the user in Admin console > Users and select the user. The time remaining is displayed under the user’s name.
If a user does not accept their invitation within the 24-hour time frame, their invitation expires and their status changes from Invited to Invitation expired. This makes it easier to see users whose invitations have expired. To view a list of users whose invitations have expired, use the filter Status > Is > Invitation expired.
Turvo notifies you when an invitation expires if the user does not accept the invite after 7 days. The notification can be based on a role or on individual users. You can turn on this notification in Admin console > Rules > User > Notification > Invitation.
Toggle ON Tenant default notification channel and select the channels you want to be notified by:
- Web app
- Mobile app
- Text message
Auto-resend user invitation
Once a user invitation has expired, you can either manually resend the user invite or you can configure the system to auto-resend the invitation. To configure the system to automatically resend user invites, navigate to Admin console > Rules > User. Toggle ON the Send join invitation to the newly added users rule and click the checkbox for Automatically re-invite users via email when link expires. Then click Save to save your changes.
Managing users
Once your users have been created, you can manage them in your Admin console under the Users block.
Editing users
Navigate to a user’s information by using the filters to search by name, groups, status, or role.
To edit a user’s information, click on their line to access their user account.
From the user’s profile, you can edit the information available in the following tabs:
- Details tab
- Profile: Under the Profile block, you can edit the user’s full name, title, address, phone number, and add any additional email addresses.
- Note: The email address a user signed up with cannot be changed.
- Settings: The Settings block allows you to view the user’s permissions level, turn on Messenger translation, and provide DAT or ITS credentials, if applicable.
Note: Permissions are only editable by Super Admins.
- Groups tab: View and add the user to Groups in your tenant. For more information on Groups, see our Creating and managing user groups to streamline visibility article.
- Notes tab: Add any notes relevant to the user.
- Timeline tab: View any updates made to the user profile.
- Rules tab: Configure notification rules for different events in Turvo to notify you for crucial events. For more information on configuring notifications, see our How to manage and configure notification rules article.
User status
The user’s current status is identified in the Status column:
- Not Invited: User is created, but the email invitation has not been sent to their email address.
- Invited: User is created and an invitation email has been sent to their email address.
- Active: User has used their email invitation to set up a password and account. They are now able to use Turvo.
- Suspended: User is in the system and have access credentials, but are not allowed to access Turvo.
Deleting or Suspending users
Users can be deleted or suspended in Turvo by navigating to Admin console > Users, locating the user, and hovering over their row. Three dots will appear on the right side, where you can click to suspend or delete the user:
Suspending a user will temporarily block them from logging in and their name will become greyed out in the user list. Their access can be restored by hovering over their row, clicking the three dots on the right side, and selecting Restore:
Deleting a user will permanently delete their account--you will not be able to restore access. If the user was assigned to any shipments, the shipments will not be affected and you’ll still see their name. However, you will no longer be able to filter by that user for shipments they’re associated with.
Notifying Users when their role changes
Admin, Super Admin, and custom roles with those permissions can enable notifications for user role changes. To enable user role change notifications, follow the steps below:
Navigate to Admin console > Settings > User > Notifications. There are two toggle options:
- Platform Notification: sends notification to the user via the Notification center
- Email Notification: sends notification to the user via email
The default setting for these toggles is ON. Flip the toggle to the grey OFF position to disable one or both.
Bulk update user permissions
Admin, Super Admin, and custom roles with those permissions can bulk update user permissions.
Navigate to Admin console > Users. To select the users you want to update, click the checkbox that appears when you hover over the space to the left of their profile picture.
At the bottom of the window, bulk update options appear in the blue ribbon. These options differ depending on the status of the users you are bulk updating.
Once you have made your selections, click SAVE.
Note: Users will not be notified of their rule change if notifications have been disabled.
User Timeline Updates
All changes to the user status are shown in the user timeline.
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