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How to Add a New Mobile Option Set

  1. Go to Maintenance > Mobile Option Set.

  2. Click the + button in the top right.

Alternate Steps

  1. Click the arrow next to the New button, or press Alt + N keys. 

  2. Select Mobile Option Set.

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How to Duplicate a Mobile Option Set

  1. Go to Maintenance > Mobile Options

  2. Click the mobile option set you would like to duplicate.

  3. Click the action menu at the bottom of the form and select Duplicate.

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How to Edit a Mobile Option Set

  1. Go to Maintenance > Mobile Options.

  2. Click the mobile option set you would like to edit or click the action menu at the end of the row and select Edit

Tip

Quick Tip: You can open 2 edit forms by selecting the checkboxes of the mobile option sets and clicking the edit pencil icon in the top right.

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Note

A mobile option set cannot be deleted if there are users assigned to it.

  1. Go to Maintenance > Mobile Options

  2. Check the checkbox of the mobile option set you would like to delete. 

  3. Click the delete button in the top right. 

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How to Assign a Mobile Option Set to a Mobile User

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CXTU Courses/Lessons

  • Dispatcher Role Training: Drivers and Mobile App

  • Drivers & Mobile App: Driver App (Nextstop)

  • On-Boarding Training: Driver App

  • Orders Course: Driver App Experience