Managing Team Members

Team management allows account owners to add admin users who can help manage zones and drivers.

Note: Only account owners can access team management.

Accessing Team Management

1. Log into the admin panel as an owner
2. Click the Team tab

You'll see a list of all users on your account.

User Roles Explained

| Role | Capabilities | |------|--------------| | Owner | Full access including billing, team management, all settings | | Admin | Create/edit/delete zones, manage drivers, view audit log | | Viewer | Read-only access to zones and data |

Owner

• Only one owner per account (the person who created the account)
• Cannot be demoted or removed
• Receives all billing and account notifications

Admin

• Can perform day-to-day zone management
• Cannot access billing or add team members
• Ideal for route managers and supervisors

Viewer

• Can view zones on the admin map
• Cannot make any changes
• Useful for staff who need visibility but not editing

Adding a Team Member

1. Click + Add User
2. Enter their email address
3. Enter a temporary password
4. Select their role (Admin or Viewer)
5. Click Create User

The new user can now log in with these credentials.

Important: Share the temporary password securely. Recommend they change it after first login.

Editing a Team Member

To change a user's role:

1. Find the user in the list
2. Click the Edit icon
3. Select the new role
4. Click Save

Role changes take effect immediately.

Removing a Team Member

1. Find the user in the list
2. Click the Delete icon
3. Confirm the deletion

The user will immediately lose access. Their past actions remain in the audit log.

User Limits by Plan

| Plan | Admin Users | |------|-------------| | Standard | 3 users | | Pro | 10 users | | Enterprise | Unlimited |

This includes the owner. So Standard plan has 1 owner + 2 additional users.

Best Practices

For Small Teams (3-5 people)

• Owner: Business owner or manager
• Admins: Route supervisors, dispatchers
• Viewers: Front desk staff (optional)

For Larger Teams (10+ people)

• Owner: Business owner
• Admins: Department managers, senior staff
• Viewers: Staff who need reference access

Security Recommendations

• Use unique passwords for each user
• Remove access when employees leave
• Regularly review the user list
• Use admin role sparingly

Password Management

Users Forgot Password

Currently, users must contact the account owner to reset their password. The owner can:

1. Delete the user
2. Re-create with a new temporary password

Changing Passwords

Users cannot currently change their own passwords through the UI. Contact support if needed.

Audit Trail

All user actions are logged in the Audit Log:

• Who made each change
• What was changed
• When it happened

This helps track accountability across team members.

Troubleshooting

Can't add more users

You've reached your plan's user limit. Options:

• Upgrade your plan for more users
• Remove inactive users
• Share accounts (not recommended)

User can't log in

• Verify the email address is correct
• Reset their password by recreating the user
• Check if their account was deleted

User has wrong permissions

• Check their assigned role
• Edit the user to change roles
• Changes take effect on next page load