Company setup

Manageusers,roles,andpermissions

Add web users, assign branches and roles, configure permissions, and manage mobile access.

Goal

Explain access control for web and mobile users.

Who it is for

Company admins.

Expected result

Users have the correct access for admin, dispatch, reporting, driver, billing, or support work.

Prerequisites

Company account
Branches
Role definitions or default roles

Steps

01

Add users

Create web users and assign each user to the correct branch and role.

02

Configure roles

Use roles to group permissions for admin, dispatcher, reporting, billing, and support responsibilities.

03

Manage mobile users

Review mobile users created from driver invites and adjust mobile permissions where needed.

Field definitions

User name
Email or username
Role
Branch
Permission keys
Mobile user permissions

Troubleshooting

User cannot see a branch.

Permission tree is incomplete.

Mobile user is blocked or missing required permissions.

Screenshots to capture

Use anonymized product data. These are screenshot requirements for the final docs pass.

docs-users-settings-table.png

Users settings table.

docs-user-dialog-role-branch.png

User dialog with role and branch fields.

docs-roles-settings-table.png

Roles settings table.

docs-role-permission-tree.png

Permission tree expanded in role dialog.

docs-mobile-users-permissions.png

Mobile users permissions screen.

Need to try it with your own route data?

Start with the full dispatch workflow and 200 scheduled order credits.