To manage an Owner/Operator, treat them like any other company. On the main page, tap the new Client icon to create an account for the owner/operator.
On the new page, For Company, enter the owner operator’s company name or enter a company name that reflects the owner/operator as shown below. For Account Reference, Owner Operator is straight forward and identifies the type of account.
Since the account is for an owner operator, the account should be made a member of an FMCSA consortium. Further down the page choose the consortium for the new account. In this example the account will be a member of the consortium DOT-Common - the user will choose the list of consortia in their database.
Click Save to create the new Client and its account. The next page will confirm the new client was created:
Now the owner operator can be entered as a participant in the account roster.
- Tap the Clients menu at the top of the page, and search for the new Client.
- From the client list tap the people icon outlined in red as shown below.
- The people icon includes a shield to indicate the account is DOT.
- On the right, just before the account name, an icon is displayed to indicate the account is a consortium member.
