Users & Roles
Decide who can sign in to your workspace and what each person can see and do.
Account types
Staff
Your office team. What they can do depends on their role. Active staff accounts use plan seats.
Carrier
A login for a subcontracted carrier. Sees only its own company's jobs in the Work Portal and assigns its drivers. Unlimited.
Driver
Created from Drivers → New Driver, not here. Uses the driver app and Work Portal. Unlimited.
Adding a user
- Go to Users → New User. Only admins can manage users.
- Enter the Name and Email.
- Choose the account type. For Staff, choose a Role. For Carrier, choose the Carrier company.
- Set a password, then share the workspace address, email and password with the person.
Staff roles
| Role | Typical use |
|---|---|
| Admin | Full access, always. Manages users, settings, permissions and billing. |
| Manager | Operations lead. |
| Staff | Dispatchers and operations staff. |
| Accountant | Invoices, payments, driver pay and reports. |
Recommended defaults
New workspaces start with these permissions. Change them any time in Settings → User Permissions; the Use recommended defaults button puts them back.
| Area | Manager | Staff | Accountant |
|---|---|---|---|
| Shipments, Orders, Loads | view, create, edit, delete | view, create, edit | view |
| Contacts | view, create, edit, delete | view, create, edit | view, edit |
| Carriers & Drivers, Locations | view, create, edit, delete | view, create, edit | view |
| Invoices & Driver Pay | view, create, edit | view | view, create, edit, delete |
| Reports | yes | no | yes |
| Users, Settings | no | no | no |
Permissions
Permissions are grouped by area: view, create, edit and delete for each of shipments, orders, loads, contacts, carriers, locations and invoices. There are also view-reports, manage-users and manage-settings.
- Drivers and vehicles use the carriers permissions.
- Driver Pay uses the invoices permissions.
Menu items and buttons a person isn't allowed to use are hidden.
Admin-only rules
- Only admins can create, promote or change administrator accounts.
- A workspace always keeps at least one active admin.
- You can't deactivate or delete your own account.
- A driver or carrier with active jobs must have those jobs reassigned before their company or account type changes.
Deactivating users
Untick Active to block sign-in. Any open session ends on the person's next click. History, such as who created an order, is kept. Deactivated staff free up a plan seat.
Sign-in security
- One session per user: signing in on a new device warns that the account is already signed in elsewhere and lets you end the other session.
- Repeated failed sign-ins are temporarily blocked.
Last updated September 2026 · Something unclear or out of date? Tell us.