Create roles for your entire company for quick and easy permission granting.
Click the gear icon in the upper right corner to get to 'Account Settings'
On the left, select 'Users'
Then, click 'Roles'
To add a new role, click the [+ Add] box in the upper right corner of the page
Permissions
1. To set the global permissions for the role, click 'Permission'.
2. For office staff, click select 'Office', make sure 'Activate Office Login' is toggled ON.
3. For drivers, select 'Road', make sure 'Activate Road Login' is toggled ON.
4. Once permissions have been customized, click the blue [Save] button on the bottom right corner of the screen.
To assign the Role to a User:
On the left panel, click 'People' (under Users).
Select the user you'd like to update (or when creating a new user), click the drop down that says 'Role' and select the role you'd like to assign to the user.
If desired, permissions can be further customized at the employee level. Simply click 'Profile' while viewing the user's profile.
Click 'Save' once finished.
