Managing accounts

There is a possibility to either add one employee or import several employees at once.

To add new employees to the account:

• Open the People tab from the left menu in the business portal
• Click on Users
• 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 employees, 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 employee to be. By default, new employees will join the general group
• Insert the exact phone number the employee has their Bolt account connected to.

Note: If you are adding a new employee 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 employee in Users under the People tab shows a status:

• Invited — you've invited the employee by email; they still need to click the activation link to complete setup.
• No payment method — the employee 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 employee moves straight to Active once onboarding is complete.
• Active — the employee completed setup and can order rides using the company payment method.
• Deactivated — the employee was deactivated and can no longer use the company payment method.
• Invite expired — the employee didn't click the activation link in time; the invitation is no longer valid and a new one needs to be sent.

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

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

To deactivate an employee in the business portal:

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

To permanently remove an employee from your business account:

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

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

To edit the account details:

• Go to Users 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 Users 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 agent:

• Open the People tab from the left menu in the business portal
• Click Administrators or 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 agent:

• Go to Administrators or 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.