Driver Assignments

Coyote separates driver management (compliance records for your organization) from driver on a load (the name or agent linked to a specific transaction).

• Admin → Drivers — create and maintain driver profiles, documents, and sharing.
• Transaction detail — shows which driver handled a load (from import text, LoadCall, or linked agent).

There is no separate “assign driver to load” wizard in the current app; driver names on loads typically flow from imports or LoadCall, and display resolves to a registered driver when a match exists.

Open Drivers

1. Go to Admin → Drivers in the sidebar.
2. The Drivers list shows all drivers in your organization.

You need org:drivers:list to view the list.

Drivers list

Column	Description
Name	First and last name
License	License number when recorded
Compliance	Valid, Expiring Soon, Expired, or Unknown
Status	Active or Inactive
Contact	Email / phone

Filter and search

• Search — name, email, or license number
• Status — All, Active, or Inactive

Click a row to open the Driver detail page.

Add a driver

1. Click Add Driver.
2. Enter first name, last name, and optional contact fields.
3. Save.

Requires org:drivers:create.

Driver detail page

The detail page has tabs for profile, documents, and sharing.

Overview / edit

• Edit name, email, phone, license number, active status, and notes
• View compliance summary badge (derived from profile expiry dates)

Profile tab

Extended compliance and employment fields:

Section	Examples
Personal	Date of birth, emergency contact
CDL / License	CDL number, state, class, expiry, endorsements
Medical	Medical card expiry, examiner
HazMat / TSA	HazMat endorsement, TSA background check expiry
Training	HazMat, H2S, defensive driving, spill response, tanker training dates
Equipment defaults	Default truck/trailer numbers, tank capacity
Employment	Hire date, termination date, employment status

Coyote calculates compliance from tracked expiries:

• CDL
• Medical card
• HazMat endorsement
• TSA background check

Expiring Soon = within 30 days. Expired = past due date.

Documents tab

Upload and manage compliance documents:

• CDL copy, medical certificate, MVR
• HazMat, H2S, tanker, defensive driving, spill response certificates
• TSA background check, drug test, insurance, and other types

Each document can be downloaded or removed (with appropriate permissions).

Requires org:drivers:update to upload documents.

Sharing tab

Carriers can share a driver profile with a measurement company organization:

1. Open the Sharing tab on the driver detail page.
2. Click Share to Organization.
3. Select the target organization and options.
4. Save.

Shared drivers give the measurement company read access to compliance data for terminal operations. Use Sync and Revoke on existing share links as needed.

Requires org:drivers:share.

How drivers appear on loads

On Transactions → detail → Parties:

Source	What you see
Import file	driverName text from TransLog or CSV
Linked agent	Registered driver/agent first and last name
LoadCall sync	Driver fields from LoadCall ticket data

If the import contains a driver name that matches a registered driver or partner agent, Coyote may link the agent record. Otherwise the raw driver name from the file is shown.

Note

Editing the driver on an approved transaction depends on your role and whether the field is editable on the detail page. Most day-to-day driver names come from the source file or LoadCall — keep driver master data accurate so reporting and compliance stay aligned.

Driver compliance workflow

flowchart TD
  A[Add driver] --> B[Complete profile + expiry dates]
  B --> C[Upload documents]
  C --> D[Monitor compliance badge]
  D --> E{Expiring or expired?}
  E -->|Yes| F[Renew credentials + update profile]
  E -->|No| G[Share with measurement org if needed]
  F --> D

Recommended practice for trucking companies:

1. Create the driver before they haul loads to your terminal accounts.
2. Keep CDL and medical expiries current in the Profile tab.
3. Store certificates under Documents.
4. Share the driver with measurement companies that operate your terminal imports.

Partner portal drivers

Carriers with Partner Access can manage their own drivers in the Partner Portal (/portal/drivers) with the same profile, document, and compliance patterns. Measurement companies view shared driver compliance when reviewing terminal activity.

Permissions

Action	Permission
List / view drivers	org:drivers:list
Create driver	org:drivers:create
Update driver / profile / documents	org:drivers:update
Delete driver	org:drivers:delete
Share driver to another org	org:drivers:share

Related topics

• Viewing Loads — see driver on transaction detail
• Overview — loads, bays, and drivers in the daily workflow
• Integrations — LoadCall and other sources that supply driver names on tickets