Managing accounts

There is a possibility to either add one member or import several members at once.

To add new members to the account:

• Open the People tab from the left menu in the business portal
• Click on Members
• Click on the Add button and choose to:
  • Import people in bulk from a spreadsheet (downloadable template available in the dashboard)
  • Fill out the details and add a person individually
  • Add people by inviting them via email

When adding new members, please ensure to:

• Choose the correct country prefix for the phone number (e.g. +44 for the United Kingdom)
• Select a group in which you want the member to be. By default, new members will join the general group
• Insert the exact phone number the member has their Bolt account connected to.

Note: If you are adding a new member with a company number but their Bolt account is connected to their personal number, they need to create a new Bolt account with the company number. Alternatively, you can use their personal number to add their account to the dashboard.

Each member in Members under the People tab shows a status:

• Invited — you've invited the member by email; they still need to click the activation link to complete setup.
• No payment method — the member activated their account but hasn't added a payment card yet. This status only appears on employee-pay accounts — on a company-pay account, the member moves straight to Active once onboarding is complete.
• Active — the member completed setup and can order rides using the company payment method.
• Deactivated — the member was deactivated and can no longer use the company payment method.
• Invite expired — the member didn't click the activation link in time; the invitation is no longer valid and a new one needs to be sent.

Note: The Members list is filtered to show Active members only by default — change the status filter if you don't see all your members.

You can either temporarily deactivate or permanently remove members from your business account.

To deactivate a member in the business portal:

• Go to Members in the People tab
• Click on the account you want to deactivate
• Use the green slider to deactivate their account. Deactivated members won’t have access to the company’s payment method.
• You can also reactivate a deactivated member using the same slider.

To permanently remove a member from your business account:

• Go to Members in the People tab
• Select the member(s) you want to delete by ticking the relevant checkbox
• Click on the trash can icon to remove the account(s).

Deleted members won’t have access to the company’s payment method.

To edit the account details:

• Go to Members in the People tab
• Click on the account you wish to edit and make the necessary changes.

You can pause or restart Bolt service access, assign people in different groups, or change names and emails in bulk:

• Go to Members in the People tab
• Click on the Bulk manage button
• Make the necessary changes in a spreadsheet and re-upload the file to your account.

To add a new company admin or Ride Booker agent:

• Open the People tab from the left menu in the business portal
• Click Admins or Ride Booker agents
• Click on the green button in the top right corner to fill out the details and add a new account

To deactivate a company admin or Ride Booker agent:

• Go to Admins or Ride Booker agents in the People tab
• Click on the account you want to deactivate
• Use the green slider to deactivate their account
• You can also reactivate a deactivated account using the same slider.

To edit a company admin's or Ride Booker agent's details:

• Go to Admins or Ride Booker agents in the People tab
• Click on the account you wish to edit
• Update the first name, last name, phone number, or email, then press Save changes

Note: If you change the email address, the new address will need to be verified again before it becomes active.