Team members sign in with their own login and see your account scoped to their role. Nobody shares the owner's password.
- 1
Open Users & Roles
Settings › Users & Roles. Choose Invite and enter the person's email.
- 2
Pick a role template
Dispatcher, Accounting, HR, Safety, Admin and more. Templates are defaults; the Admin can turn individual field groups on or off per person.
- 3
They accept the invite
The invitation email carries a link that creates their login and attaches them to your account. The seat shows as pending until they accept.
- 4
Change or revoke any time
Edit the role, or remove the seat. Removal closes access immediately; the person's past activity stays in the Activity Log.
| Role | Sees | Does not see |
|---|---|---|
| Dispatcher | Loads, customers, drivers' names and equipment, HOS, the map, customer rates | Driver pay rates and settlement amounts |
| Accounting | Invoices, bills, expenses, settlements, driver pay | Cannot create loads |
| HR | Driver roster and files, hiring, onboarding | Driver pay unless also granted accounting or settings |
| Admin | Everything except billing, bank details and closing the account | Owner-only screens |
Billing, bank details and account closure are owner-only and cannot be delegated to a role.