Team & Roles · updated 2026-08-08
Create a dispatcher, supervisor, or admin in two short steps. The platform invites them by email (and text) automatically.
Before you start
On the "Admin Users" page, click "New Admin User". A two-step form opens: "User" and "Role & Options".
Enter "First Name", "Last Name", and "Email" (all required) plus an optional "Phone". The phone matters: with a number on file, the invite also goes out as a text message. Click "Next".
Choose one of the three role cards: "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.") if the same person drives. A "Driver License (optional)" section appears with "License Number" and "Expiration Date".
Click "Create User". A toast confirms, for example "User created. Invite sent to {email}."
That email is already an active account elsewhere on the platform. Use a different email address for this person.
The user was still created. Ask them to use "Forgot password" on the login page to set their password, or click "Reset Password" on their row to try again.
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