SambaSafety Qorta Instructions

To add a driver

• On the "People" page select "Add New"
• Select "New Person"
• For Colorado:
  • First Name, Middle Name (if you have it) Last Name, SFX is applicable
  • Search Group and select the correct District the driver belongs to
  • Date of Birth
  • License State
  • License #
  • SAVE

To remove a driver

• Use the magnifying glass icon on the upper right-hand side of the “People” page to search for a driver
• Select the driver and open their page
• Select “Monitoring” and turn monitoring off
• In the first section, select the pencil icon on the right-hand side to edit the information
• Select the “Status” box and change it from “Active” to “Archive"
• Select "Save Person"

To update driver information

• Use the magnifying glass icon on the upper right-hand side of the "People" page to search for a driver
• Select the driver and open their page
• Select “Monitoring” and turn monitoring off
• Scroll down to the “License Summary” section at the bottom of the page and select the pencil icon on the right hand side to edit the information
• Make the necessary changes
• Select “Purchase MVR” on the top right-hand side
• Select “Monitoring” and turn monitoring on
• Select “Save Person”

To run a report of a member’s drivers

• Go to "Reports" tab
• Scroll down
• Select “MVR History Report”
• Filter the Group by selecting the upside down lined triangle on the right hand side
• In the "Group" box, select the group you want
• Select the upside down arrow at the top right hand side and download the report in Excel.

Turn on continuous MVR alerts

• Login to Qorta
• Click on your Username shown in the upper right-hand corner
• Click “User Preferences” – select if you would like to receive daily or continuous updates 
• Once an option is selected, users will automatically start receiving emails based on the type of alerts checked under User Preferences