Give a staff member access to driver documents and safety tools
Turn on Safety/Compliance Access on the employee's record so they can open Drivers, driver documents and safety tools. Payroll & HR access is a separate switch for payroll.
Let a staff member see driver documents
- Sign in as the fleet owner. In the sidebar, open Employee Management > Employees.
- Find the person and tap the pencil icon (Edit employee).
- Open the Employment tab.
- Turn on Safety/Compliance Access.
- Optional: turn on Can Delete Driver Documents if they should also delete files from driver profiles.
- Tap Save. On their next page load they see a Safety Tools section in the sidebar, starting with Safety Calendar, Drivers and Document Review. Driver documents are on each driver's profile, Compliance tab.
What each setting gives
No extra access: Dashboard, HR, My Profile, My Time Off, Trainings & Resources, My Surveys, Document Bank, and My Timesheet if you require timesheets.
Safety/Compliance Access adds a Safety Tools section (Safety Calendar, Drivers, Document Review, Control Panel, Forms, Driver Messages, Partners & Compliance, Job Board, Training Center, Awaiting My Signature) and an Equipment section (Power Units, Trailers, Service history, Issued equipment). It does not include managing employees, time-off approvals for the fleet, Driver Contracts templates or billing.
Maintenance staff (fleet owner only) gives equipment pages only: the unit lists, uploading and scanning documents, PM sheets, Service history work orders, and the Issued equipment list read only (no usage limits or card emails). They enter line prices but never see totals or the Cost report. No driver, safety or HR tools.
Payroll & HR access (fleet owner only) gives a Payroll & HR section with Time clock & payroll and Timesheets: shifts, pay periods, payroll files, contractor invoices and pay history, never their own pay. See the guide on Payroll & HR access.
Document Bank is separate
Office files in Document Bank are not driver documents. Every employee sees Company files. Department files need a matching Department on their employee record or a custom group. HR files are for the fleet owner only. Do not make private files Company just to fix access.
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