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How To Setup Approval Process For Non-Compliant Vendors To Perform Service

  1. Go to Company Settings

    Screenshot 2026-09-11 at 2.51.52 AM
  2. From the menu on the left, click **Compliancy**. You can add multiple team members to the hierarchy by choosing a rank and selecting a team member. If you check **Must Approve**, that team member must approve the vendor before the vendor can check in to any trip.

    This setting can be used when you’re assigning a non-compliant vendor to a trip.

    Screenshot 2026-09-14 at 12.36.42 AM