How to Add Users in DocRide

Before you start

1. Sign in and select the correct business. Check the organisation name before adding anyone, especially if you work with more than one business.
2. Open your team directory. Select Add Users to open the Add team members page.
3. Check that you have permission. The Main Admin can add standard users. Site Managers need the Main Admin to enable permission to add users for their assigned site.

Have an email address available for each person, and use an address they can access. If site-selection options appear, choose the appropriate sites before creating an invitation or adding people. Site Managers must select from the sites they are authorised to manage.

Choose the easiest way for your team

Option 1: Share a registration link

This is a useful starting point when people can complete their own registration. You do not need to collect and type everyone's details first.

1. 1. Create your invitation

   In Send a registration link, choose sites if prompted, then select Create invitation link. The page displays the link and the available sharing options.

2. 2. Choose how to share it

   Use Copy message, WhatsApp or Open email app. You can also enter recipients in the Or send the invitation directly from DocRide field and select Send email. Separate multiple email addresses with commas or semicolons.

3. 3. Ask each person to register

   The link opens a form headed with your organisation's name. The person enters their full name and email, and can add a phone number and occupational role. They then select Submit registration.

4. 4. Check your team directory

   Once registration succeeds, the person appears in your organisation's team. Use View your team to check their details.

Creating a link does not send an email. Choose a sharing option afterwards. Registration links expire after 24 hours; if one expires, create and share a replacement.

Option 2: Enter people's details yourself

Use this option when you are adding one person or a small group and already have their contact details.

1. Select Enter their details, or expand Enter people's details below the invitation section.
2. Enter the person's name and email address. Email is required. Phone, Employee ID and Tags are optional in this admin form.
3. Select + Add another person for each additional member. Check each email address carefully.
4. Choose any required site assignments, then select Add people & send emails.
5. Open View your team to confirm that the expected people have been added.

The Employee ID field is available for your own internal reference in the admin form. People using the shared self-registration link do not need to provide an Employee ID.

Option 3: Import a team from a CSV

For a larger team, prepare the details once in a spreadsheet and upload them together.

1. Expand Upload a list of people and select Download CSV template.
2. Keep the template's column headings. Include full_name and email; the optional columns are phone, employee_id and tags.
3. Enter one person per row. Check for missing email addresses, typing errors and duplicate entries.
4. Save the file as CSV, choose any required site assignments and select the file in DocRide.
5. Select Import people & send emails, then check the team directory against your list.

What happens after registration?

DocRide sends a welcome email from info@docride.co.uk. The sign-in details depend on whether the person already has a DocRide account.

After signing in, the person can select the relevant organisation. What they can access depends on their membership and the permissions assigned to them.

If an email does not arrive, confirm the address with the person and check whether their registration appears in the team directory. They can use the password-reset option on the login page if they cannot access their existing account.

Keep your team details current

The team directory gives you a place to review members, their account roles and contact details. The Main Admin can edit member details, restrict access or remove someone from the organisation.

• Check occupational roles. Keep job roles relevant to the work each person carries out.
• Review competence. Open a person's avatar to view their competence information. Registration alone does not establish that they are competent for a task.
• Restrict access when needed. This temporarily blocks access to the organisation and can be lifted by the Main Admin.
• Remove people who leave. This ends their business membership and hides them from that business's active team lists and user dropdowns. Their account and historical records are retained.