Open your MaxOptra account in a browser.
We recommend using Google Chrome
or Mozilla Firefox
for all operating systems. For more details, see Browser Installation and Update Guide.
Note that Internet Explorer
and Microsoft Edge
are NOT SUPPORTED, so please avoid using these browsers.
Enter your login and password and click the Enter button to access your account.
Note When you log into MaxOptra for the first time, your password must be at least 8 symbols long. In case you forgot your password, click the Forgot your password button. A reset password link will be sent by email. The link can be used only once, and its valid for a limited time only.
Once you have logged in, you can see your username in the right corner:
Clicking your username and selecting User settings will allow you to update your details, including changing an email address and password:
Here you can also select your User role (Account Administrator or Dispatcher), and the account Language.
Click the
icon next to the username to open the Contact us dialog, where you can type your question to the Support team.
Click the
button to open the MaxOptra Help Centre, which provides direct access to MaxOptra documentation.
When you sign in for the first time you should fill in the information about your company on the About company screen: company name, address, phone number, email, contact person details etc.
Click Save to save the changes.
Now you have your account fully registered in MaxOptra. To start working you need to set up the general settings, such as:
Create a distribution centre,
Create vehicles,
Create drivers,
Create users,
Creating and importing customer locations,
Planning preferences
Execution preferences etc.