Getting Started · updated 2026-08-08
Office users (admins, supervisors, dispatchers) manage orders, invoices, drivers, and customers from the desktop, while drivers use the mobile workflow.
Before you start
In the Account Center, open the "Team and Permissions" tab ("Manage who has access to your account and what they can do.").
Click "Invite User", or the shortcuts "Create Admin" and "Create Dispatcher" to pre-select the role.
In the "New Admin User" form, enter "First Name", "Last Name", "Email", and "Phone", then pick the role under "Role & Options": "Admin" ("Full access to office tools."), "Supervisor" ("Can manage dispatch and drivers, limited settings."), or "Dispatcher" ("Can schedule orders and assign trucks/drivers.").
Turn on "Also a Driver" ("Turn this on if they also do deliveries or pickups.") and optionally add "License Number" and "Expiration Date" under "Driver License (optional)". They will then appear in the Drivers list as well.
Click "Create User". The new teammate appears under "Office Users" with their role badge, and you can send them a password link any time with "Reset Password" ("{name} will get a new link to set a password.").
The original admin account cannot be removed ("Cannot delete"). For others, only the admin who created them (or the account owner) can delete them.
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