ConectaFleet — Compliance (Safety Manager) User Guide
Compliance users focus on documents, expiration dates, alerts, and keeping the fleet ready for review. You work in the office dashboard with strong document tools; you do not manage team invites, settlements, or billing.
App URL: https://www.conectafleet.com
Dashboard: /dashboard after login
Table of contents
- What you can access
- Getting started
- Daily compliance routine
- Company, vehicle, and people documents
- Compliance alerts and maintenance
- Compliance Services (managed filings)
- Settings and notifications
- Troubleshooting
What you can access
| Area | Compliance |
|---|---|
| Overview | ✓ |
| Vehicles, Drivers, Workforce | ✓ |
| Documents library | ✓ |
Compliance alerts (/dashboard/compliance) | ✓ |
| Upload / manage / approve documents (per permissions) | ✓ |
| Settings (password, SMS / in-app prefs) | ✓ |
Compliance Services (/compliance) | ✓ |
| Settlements, Reports, Team, Billing, Tracking | — |
Getting started
- Sign in and open Overview.
- Review missing and expiring document alerts.
- Open the related driver, vehicle, workforce, or company record.
- Upload replacements or update dates when documents are renewed.
Language (EN/ES) and theme (light/dark) are in the dashboard header.
Daily compliance routine
Watch:
- Missing documents
- Expiring documents
- Pending driver portal uploads (escalate review if needed)
- Compliance alert list
- Recent document activity on Overview (search and filters help)
Alert timing is automatic from stored expiration dates (roughly 90 / 60 / 30 / 15 days out, then daily near and after expiry on a stepped schedule). Owners, admins, compliance users, and drivers can receive SMS or in-app alerts based on each person’s Settings preferences.
Company, vehicle, and people documents
Company / business paperwork (/documents)
- LLC, EIN, W-9, USDOT, MC, COI, and related files
- Confirm extracted fields when AI review appears
- Add expiration dates when applicable
Some company checklist / delete actions are owner-only.
Vehicles
- Registration, inspection, titles/leases, IFTA/IRP, insurance paperwork
- Keep unit dates current so alerts stay accurate
Drivers & Workforce
- CDL, medical card, employment docs, certifications
- Owner-operator driver packets when applicable
- Portal uploads can support document review when the login email is linked
Compliance alerts and maintenance
Path: /dashboard/compliance
- Review auto-generated alerts from expiring vehicle, driver, and document dates.
- Create and track maintenance work orders on vehicles when your process uses them.
Clear alerts by uploading current documents with correct expiration dates—not by ignoring the list.
Compliance Services (managed filings)
Path: /compliance (also Library, Plans, Onboarding in the sidebar)
If your company subscribes to Managed Compliance, use this area for filing status, library items, and plan details. It is separate from the in-fleet Compliance alert page under /dashboard/compliance.
Settings and notifications
- Set your mobile number and SMS / in-app compliance toggles under Settings (Save when dirty; Cancel discards).
- Change password as needed.
- Company profile and account type are owner/admin.
- The bell surfaces document and compliance items; open and mark read when done.
Troubleshooting
Alert did not clear: replacement document needs the correct expiration date.
Driver document missing: confirm the profile is active and the file is on the right person.
Cannot open a file: ask owner/admin to confirm storage permissions.
AI extraction wrong: edit fields before confirming.
Need reports or audit history: ask an owner or admin (Reports / Audit Log).