1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io site
2. Click the "Configure" tab from the side menu
3. Click the "Site settings" button from the drop down
4. Click the "User Invitation Settings" tab
5. You will now be looking at the user invitation settings. Down the left hand side of the screen are your driver invite settings
6. Down the right hand side of the screen are your system user invite settings. For this guide, we will only be customising the driver invitation form, however to customise the system invitation form, just select the toggles next to the driver column
7. To request the driver's name, click the "Name" toggle
8. To request the driver's email, click the "Email" toggle
9. To request the driver's pciture, click the "Picture" toggle
10. To request the driver's legal name, click the "Legal Name" toggle
11. To request the driver's headshot, click the "Headshot" toggle
12. To request the driver's contact number, click the "Contact Number" toggle
13. To request the driver's licence number, click the "licence number" toggle
14. If you want to request some documentation from either the driver or the system user, type in the name of the document you want to request within the "Document Name" field
15. Click the document type field
16. Select the correct document type to assign to the requested document.
If you do not have the correct document type appear within the drop down, you'll have to create this new document type first so that it appears here
17. Click the "Verification" field
18. If you want to request a digital verification of this user's document, click "DIGITAL" from the drop down.
19. If you want to request a physical verification of this user's document, click "PHYSICAL" from the drop down.
20. If you have a kyc verification plugin connected to your Allotrac.io site, click "KYC" from the drop down to verify via your KYC integration
21. If you would like this requested document to stay in the system for review even after you have verified the document, click the "Retain Access" toggle. If you do not click this, you will not be able to access this requested document after verifying ever again
22. Click the "Driver" toggle to enforce this document on the driver invitation form
23. Click the "System User" toggle to enforce this document on the system user invitation form
24. Click the "+ADD" button to add this document into the invitation form
25. You will now be looking at the "Onboarding Checklists" section of the user invitation settings. If you have some onboarding forms set up within your Allotrac.io site, you have the ability to enforce the user to fill out these forms once they accept your invitation
26. If you have an onboarding checklist for your driver users to complete when accepting your invite, type in the name of the checklist here and select it to enforce this
27. If you have an onboarding checklist for your system users to complete when accepting your invite, type in the name of the checklist here and select it to enforce this
28. Click the "SAVE" button to enforce these changes
You now know how to customise your user invitation forms. These changes that you have set up here will now be live and will be enforced on new users once they accept your invitation to your Allotrac.io site