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Creating a Restricted Customer on the TruckIT Portal

Learn how to create and manage Restricted Customers in the TruckIT Portal.

Updated this week

A restricted customer is a customer with read-only privileges

1. Navigate to https://test.truckit.com/dashboard

2. Click the gear icon

3. Click "Settings"

4. Click "Customers"

5. Click "Add new customer"

6. Click the "Customer Name" field and type the name of the Customer

7. Click "Save"

8. Click "Make Restricted"

9. Click "Yes"

10. Click "Restricted Customers"

11. Click this icon to log in as the Restricted Customer

12. Click "Yes"

13. Once you are logged in as the Restricted Customer, click "My Company"

14. Click "Create new team member"

Tip: Default Manager should never be edited since it is used by TruckIT

15. Add the new user

16. Click "Save"

17. Click "Return" to go back to your account

18. Click "Projects and Sites"

19. Select the Project that the Customer will be assigned to and click "Restricted Customer"

20. Click on the drop-down menu

21. Select the Restricted Customer that you have created

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