Settings & account
7 articlesSettings & account
Invite your team: users, roles and permissions
Invite dispatchers, bookkeepers and safety staff to your account with a role template. Driver pay is visible only to the owner and roles that hold accounting or settings.
Settings › Users & Roles
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Plans, billing and upgrading
What each plan includes, what it costs, and how to upgrade, downgrade or cancel from Settings › Billing.
Settings › Billing · Carrier plans · Dispatcher plans
Account ownerReadSettings & account
Export your data
Download everything your account can see, as CSV and files, from Settings › Export Your Data. The export is scoped exactly to what your login can access.
Settings › Export Your Data
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Security: passwords, multi-factor sign-in and SSO
Change your password, turn on multi-factor authentication, and (Enterprise) connect single sign-on.
Settings › Multi-Factor Auth · Settings › Password Policy · Settings › Single Sign-On
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Activity log and data retention
See who changed what on your account, and set how long closed records are kept.
Settings › Activity Log · Settings › Data Retention
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Messaging and SMS dispatch settings
Turn on text-message dispatch, set the sender name and the default templates drivers receive.
Settings › Messaging
Carrier Pro and upReadSettings & account
A tour of carrier settings
Where each setting lives: company profile, dispatch and trip rules, geofences, compliance and safety options, integrations, devices and billing.
Settings › General
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