GUIDED SETUP
Getting started
Gather company information, staging locations, drivers, vans, contracts and communication preferences. Progress is saved to your organization; no new Microsoft tenant, account purchase or invitation is created.
Sign in requiredResumable · RLV pilot
Company information
Do not enter SSNs, bank/card details, passwords, recovery codes or passenger medical information.
Depot and route planning
Drivers and vehicles can have their own confirmed starting location. Use the same Open / edit control on the next step or Fleet & team.
Drivers and vehicles
Use the same Add/Open/Edit forms as Fleet & team. A driver record does not create a Microsoft user or assign an app role. Management must arrange authorized account access and verify the exact object ID separately.
Vehicles
Payers and separate contracts
Create each state/program agreement separately, for example SafeRide NC versus SafeRide VA. Do not invent external contract IDs, rates or broker approval.
Payers
Contracts
Communication preferences
SMS is disabled. Configure alert timing, colors and generic templates, then connect and test the intended administrator Teams destination. The email label does not configure actual chat membership.
Return here to resume saved setup. Turn Teams off deliberately if you are not ready to connect it; do not mark an untested destination as verified.
Review setup
Completing this wizard records a configuration review. It does not certify broker approval, privacy/security readiness, driver qualifications, live route testing or operational acceptance.