> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rooler.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart Guide

> Get up and running with Rooler in minutes

## Video Walkthrough

<Frame>
  <video controls className="w-full aspect-video" src="https://mintlify.s3.us-west-1.amazonaws.com/rooler/path/to/video.mp4" />
</Frame>

## Getting Started

Welcome to Rooler! This guide will walk you through the initial setup and core workflows.

<Steps>
  <Step title="Receive Your Invitation">
    Rooler uses an invitation-based system. You'll receive an email with:

    * Your login credentials
    * A temporary password

    <Warning>
      We strongly recommend changing your temporary password immediately after your first login for security.
    </Warning>

    <Info>
      If you forget your password later, visit our [Forgot Password](/account/forgot-password) section.
    </Info>
  </Step>

  <Step title="Log In to Rooler">
    Navigate to [app.rooler.ai](https://app.rooler.ai) and log in with your credentials.

    <Frame>
      <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/login.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=ae3d41ac09a490b9b89fcdcaf670b07f" alt="Rooler login screen" width="3439" height="1273" data-path="assets/quickstart/login.png" />
    </Frame>

    After your first successful login, you'll be prompted to change your temporary password.

    <Frame>
      <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/change_password_button.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=b7d6a549803f9491d67ccc4c703aa7f4" alt="Change password button location" width="3431" height="1283" data-path="assets/quickstart/change_password_button.png" />
    </Frame>

    Click the **Change Password** button to open the password change dialog.

    <Frame>
      <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/change_password_dialog.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=f5d6b0c990b86f56b30b03dcb5d531b5" alt="Change password dialog" width="567" height="596" data-path="assets/quickstart/change_password_dialog.png" />
    </Frame>

    Enter your current password and choose a new strong password that meets the requirements:

    * At least 8 characters
    * At least 1 number
    * At least 1 lowercase letter
    * At least 1 uppercase letter
  </Step>

  <Step title="Organization Setup">
    Your organization is set up by the Rooler team, but if you have **Owner** or **Admin** role permissions, you can:

    * Create new companies within your organization
    * Manage existing companies
    * Configure company settings

    Learn more in [Company Management](/management/company-management).
  </Step>

  <Step title="Set Up Integrations">
    Connect your essential tools to Rooler:

    * **Email** - Sync your Gmail, Outlook, or other email providers
    * **Telegram** - Connect your Telegram account for messaging
    * **ELD Systems** - Integrate with Samsara, Motive, or other tracking systems

    <Note>
      **Admin/Owner Only:** ELD system integrations can only be managed by users with Admin or Owner roles.
    </Note>

    <Tip>
      **Quick Access:** Press `Ctrl+K` (or `Cmd+K` on Mac) to open the command palette:

      <Frame>
        <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/command_prompt.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=42cc4817ed472adb7f433f5581694e80" alt="Command palette" width="319" height="594" data-path="assets/quickstart/command_prompt.png" />
      </Frame>

      Then type "integrations" to jump directly to the integrations page:

      <Frame>
        <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/jump_to.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=2e62300433aa4b8f15f4bb0948845e7c" alt="Search for integrations" width="663" height="483" data-path="assets/quickstart/jump_to.png" />
      </Frame>
    </Tip>

    **Or navigate manually:**

    1. Click your user dropdown at the bottom left

    <Frame>
      <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/user_dropdown.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=827c22b065baa79a9de3addfd22409f9" alt="User dropdown menu" width="316" height="246" data-path="assets/quickstart/user_dropdown.png" />
    </Frame>

    2. Select **Settings**

    <Frame>
      <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/settings.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=69190c5ba049a3715d6884e8a0b7ee7b" alt="Settings menu" width="602" height="248" data-path="assets/quickstart/settings.png" />
    </Frame>

    3. Click the **Integrations** tab

    <Frame>
      <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/switch_to_integrations.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=eb79634b2eeaf6054667c293c1084a67" alt="Switch to integrations tab" width="3115" height="1015" data-path="assets/quickstart/switch_to_integrations.png" />
    </Frame>

    4. Connect your integrations

    <Frame>
      <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/integrations_page_preview.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=5cfbd6353ecbc0a92eb50f77c349ba8e" alt="Integrations page" width="3102" height="897" data-path="assets/quickstart/integrations_page_preview.png" />
    </Frame>

    [View Integrations Guide](/integrations/overview)
  </Step>

  <Step title="Organize Your View">
    Group your dashboard by dispatchers to focus on what matters.

    Click the filters/groups icon in the top toolbar:

    <Frame>
      <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/filters_groups.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=8dd03508c961d9c5a4c6177bdf71ec24" alt="Filters and groups toolbar" width="3100" height="175" data-path="assets/quickstart/filters_groups.png" />
    </Frame>

    Select **Group by Dispatcher** from the dropdown:

    <Frame>
      <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/groups_dropdown.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=4fba2ff871dbde4a512e773ee9144aca" alt="Groups dropdown menu" width="339" height="478" data-path="assets/quickstart/groups_dropdown.png" />
    </Frame>

    <Tabs>
      <Tab title="Dispatcher Grouping">
        Loads are organized with collapsible sections for each dispatcher, making it easy to focus on one dispatcher at a time:

        <Frame>
          <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/group_by_dispatcher.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=0097d6a91fda8dbc4f6ec5d2a1e04c36" alt="Loads grouped by dispatcher with collapsibles" width="3114" height="1118" data-path="assets/quickstart/group_by_dispatcher.png" />
        </Frame>
      </Tab>

      <Tab title="Mixed Grouping">
        All loads are sorted by dispatcher but displayed in a continuous list without collapsible sections:

        <Frame>
          <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/mixed_grouping.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=3897bb87297b328d550d822bfa7d848d" alt="Loads sorted by dispatcher in mixed view" width="3114" height="1015" data-path="assets/quickstart/mixed_grouping.png" />
        </Frame>
      </Tab>
    </Tabs>

    <Tip>
      You can also apply filters and different grouping options to customize your view exactly how you need it.
    </Tip>

    Learn more about [Layout Customization](/customize/layout-customization) and [Organization](/customize/organization).
  </Step>

  <Step title="Create Your First Load">
    Ready to start dispatching? Create a load in seconds:

    <Tabs>
      <Tab title="Keyboard Shortcut">
        Press `Ctrl+L` (or `Cmd+L` on Mac) to open the load creation panel from anywhere.
      </Tab>

      <Tab title="Manual Navigation">
        Navigate to the Dispatch Board and click the **New Load** button:

        <Frame>
          <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/new_load_button.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=e19e7b27d286f44a9f2d4f7c05bb411c" alt="New Load button" width="3096" height="539" data-path="assets/quickstart/new_load_button.png" />
        </Frame>
      </Tab>
    </Tabs>

    The load creation form will open:

    <Frame>
      <img src="https://mintcdn.com/rooler/673i7HUsshcjH3t6/assets/quickstart/new_load_form.png?fit=max&auto=format&n=673i7HUsshcjH3t6&q=85&s=1c6d5a8ee6533f91ac10e7c43f371c2b" alt="Create new load form" width="3439" height="1288" data-path="assets/quickstart/new_load_form.png" />
    </Frame>

    You can create loads:

    * **Automatically** - AI extracts load details from rate confirmations
    * **Manually** - Enter load information step by step

    [Learn about Load Management](/management/load-management)
  </Step>
</Steps>

## Essential Keyboard Shortcuts

Speed up your workflow with these shortcuts:

| Shortcut           | Action                         |
| ------------------ | ------------------------------ |
| `Ctrl+K` / `Cmd+K` | Quick search / command palette |
| `Ctrl+L` / `Cmd+L` | Create new load                |

[View all keyboard shortcuts](/customize/keyboard-shortcuts)

## What's Next?

<CardGroup cols={2}>
  <Card title="Explore the Dashboard" icon="chart-line" href="/dashboard/dispatch-board">
    Learn how to use the Dispatch and Gross Boards
  </Card>

  <Card title="Manage Your Fleet" icon="truck" href="/management/fleet-management">
    Set up your drivers, trucks, and trailers
  </Card>

  <Card title="Set Up Clients" icon="building" href="/management/client-management">
    Add and manage your broker relationships
  </Card>

  <Card title="Customize Your Workspace" icon="sliders" href="/customize/layout-customization">
    Tailor Rooler to your workflow
  </Card>
</CardGroup>

## Need Help?

<CardGroup cols={2}>
  <Card title="Get Support" icon="headset" href="/support/get-support">
    Contact our support team
  </Card>

  <Card title="Report an Issue" icon="bug" href="/support/report-bug">
    Found a bug? Let us know
  </Card>
</CardGroup>
