--- title: "User Guide — Courier Onboarding" description: "This guide explains, step by step, how to let your couriers sign themselves up and how to approve them." url: https://sistrack.com/en/docs/onboarding/guia-usuario/ category: onboarding section: docs updated: 2026-06-28 --- *Markdown version for agents. This page on the web: https://sistrack.com/en/docs/onboarding/guia-usuario/* # User Guide — Courier Onboarding This guide explains, step by step, how to let your couriers sign themselves up and how to approve them. > **Where it is**: Menu → **Onboarding → Couriers**. --- ## 1. Share the sign-up link At the top of the Couriers screen you'll see the **Public sign-up link**. Anyone with that link can fill out the form and request access. You have three ways to share it: - **Copy**: copy the link to paste it into a message, email, or group. - **Print QR (PDF)**: generates a letter-size poster with a large QR code, ready to print and post at a physical location. Whoever scans it lands directly on the form. - **Regenerate**: creates a new link and **invalidates the previous one**. Use this only if the link was leaked or you want to cut off access to the old form. It will ask for confirmation, because already-printed QR posters will stop working. ### Pausing and resuming sign-ups Next to the link there's a button to **Pause sign-ups**. While paused, the link and the QR show "not available" and no one can sign up, **but printed posters keep working once you resume** (you don't need to reprint them). This is useful, for example, when you've already gathered enough requests and want to close registration temporarily. --- ## 2. Configure what the form asks for With the **"Configure form"** button you decide what data is requested from whoever signs up. ### Default fields | Field | Required? | |-------|---------------| | Name | Yes (always) | | Email | Yes (always) | | Phone | Optional | | ID document (photo) | Optional | > **Name** and **Email** can't be removed: the email is what the person uses to log in and where their credentials are sent. ### Adding or removing fields - **Account fields** (address, city, state, postal code, etc.): turn them on or off with the "Shown" and "Required" switches. - **Additional fields**: use "Add field" to create your own fields. For each one, choose a label (the name the person will see) and a type: - **Text** and **Long text** — for written data - **Number** — for quantities - **Date** — to select a day - **Selection** — a list of options (write one per line) - **Image** — so the person can upload a photo (ID, license, vehicle photo, etc.) You can mark each field as required or optional, reorder them with the arrows, and delete them. When you're done, click **Save form**. > **Example**: if you only need a quick sign-up with the essentials, leave the default 4 fields. If you need to verify identity, keep the "ID document" field required. --- ## 3. How a courier signs up The person opens the link (or scans the QR), sees the form with your organization's name, fills in the details, and clicks **Submit request**. They receive a "Request received" message and are left **pending your approval** — they don't have access yet. As soon as someone signs up, a **notification email** is sent to your organization's email address so no one is left unattended. --- ## 4. Reviewing and approving requests The Couriers list opens by default on **Pending** (the most important one to handle). You can switch between **Pending, Active, Rejected**, and **All**, and use the **search box** by name or email. For each pending request, directly from the list or by opening the detail with "View", you can: - **Activate**: approve the person. They instantly receive an email with their credentials (see below). - **Reject**: discard the request. You can add a **reason** (optional), which is kept on record. ### What the courier receives when approved An email, with your organization's name, that includes: - A button to **download the mobile app** (Android or iPhone) - Their **access credentials**: your organization's address, their email, and a **temporary password** - A recommendation to change the password after logging in With that, they can log in to the app and start working. --- ## 5. Deactivating and reactivating - **Deactivate** (on an active courier): **revokes their access immediately**. You can add a reason. Useful when someone stops collaborating. - **Reactivate** (on a deactivated courier): **restores their access** and resends their credentials. Useful when they become available again. Both Reject and Deactivate ask for confirmation, since they're high-impact actions. --- ## 6. Tracking: history, delivery, and documents In each courier's detail view ("View") you'll find: - **Decision history**: the chronological list of everything that happened — sign-up, approval, deactivation, reactivation — with **who did it, when, and the reason**. Useful for audits. - **Delivery status**: shows whether the credentials email was **delivered** or **failed**. If it failed, use **"Resend notification"** to try again. - **Documents**: if you configured image fields (like the ID document), you'll see the photos the person uploaded here. --- ## Tips - Print the QR poster and place it in plain sight at your sign-up location so people can register instantly. - If you handle a lot of volume, open the "Pending" queue and approve or reject row by row. - Keep the "ID document" field required if you need to verify each person before giving them access.