Team management

Overview of the team list

The team members table contains information about each member:

Username and Email: User contact details.

Roles: Access level (e.g. Admin, Dispatcher or Driver).

Last session date: Date and time of the last login.

Status: Current status of the user’s account with the company (Active or Inactive).

How to Add Member

This section allows you to add new users to the company account, assign roles to them and manage their activity within the system.

Important tip

It is advisable to add a new team member’s before they register in the system, so that they are guaranteed to be added to your company.
After adding team members, ask them to Sign Up

Access the Team Page

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Click the “Add member” button

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Enter Member Details

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In the side panel that opens, enter:

First name and surname.

Work email address.

The email address is what we use to link the user to your company, so if you want the user to have access, please provide a valid email address.

The icon in the Email field indicates an unregistered email address.

The icon indicates an existing account or a completed registration.

Phone number (if required).

Assign roles

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Select one or more access types using the toggle switches:

Admin: Full access to all settings in the ‘Company’ tab, excluding API.

Dispatcher: Доступ до планування маршрутів та керування візитами на вкладці "Planning".

Driver: Limited access (usually for using the mobile app (PWA) or viewing routes).

	Company	Planning	Tracking(PWA )
Admin	`+`	`-`	`-`
Dispatcher	`-`	`+`	`-`
Driver	`-`	`-`	`+`

A PWA (Progressive Web App) is a modern technology that allows your couriers to use the website just like a fully-fledged mobile app.

Save and Confirm

Once the form has been completed, the user will appear in the list.

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Overview of the team list#

How to Add Member#

In the side panel that opens, enter:#

Select one or more access types using the toggle switches:#

Overview of the team list

How to Add Member

In the side panel that opens, enter:

Select one or more access types using the toggle switches: