How-to guides

How to invite your team and set roles

Who this is for: owners and admins.

Invite someone

Settings → Team → Invite. Enter their email address and pick a role. They get an invitation link, set a password, and land in your account.

An invitation cannot be sent to someone already on your team.
A pending invitation can be revoked. Once it has been accepted, revoking does nothing — remove the user instead.
Invitations expire. Send a fresh one if someone sat on it too long.

The five roles

Role	What it is for
Owner	You. Everything, including the money actions reserved to the person whose money it is.
Admin	Runs the office. Everything except those owner-only actions.
Dispatcher	Day-to-day freight work, plus the operating settings that drive it.
Driver	Read access, plus uploading paperwork.
Viewer	Read-only.

What each role can do

Reading is open to everyone on the account — calls, opportunities, loads, drivers, equipment, documents, and invoices are all visible to every role. What differs is who can change things.

Pay statements are the exception. A Driver login sees only its own settlements, never anyone else's. See Run driver pay and dispatcher pay.

Action	Owner	Admin	Dispatcher	Driver	Viewer
Create and edit loads, opportunities, drivers, trucks, trailers	✅	✅	✅	—	—
Send check-ins, manage SMS consent, edit broker contacts	✅	✅	✅	—	—
Upload documents	✅	✅	✅	✅	—
Send carrier packets, reprocess documents	✅	✅	✅	—	—
Load expenses; create, submit, advance, and pay invoices	✅	✅	✅	—	—
Void an invoice	✅	✅	—	—	—
Generate a pay statement and edit its lines	✅	✅	✅	—	—
Finalize, mark paid, or void a pay statement	✅	✅	—	—	—
Create and edit load board search profiles, import listings	✅	✅	✅	—	—
Load board credentials; delete a search profile	✅	✅	—	—	—
Factoring companies	✅	✅	—	—	—
Team, invitations, users	✅	✅	—	—	—
Company profile — name, MC and DOT numbers	✅	✅	—	—	—
Operating settings — costs, margins, hours, check-in thresholds	✅	✅	✅	—	—
Mark dispatcher pay as paid	✅	—	—	—	—
Change the plan or payment method	✅	—	—	—	—
Audit log	✅	✅	✅	—	—

If somebody reports a button is missing, check their role first — that is almost always the answer.

Note that a dispatcher can change your operating settings — fuel price, MPG, margin thresholds, check-in timings. Those drive every profit calculation on the account, so it is worth agreeing who owns them.

Working across more than one carrier

A single login can belong to several carrier accounts — this is normal for dispatch services. The account switcher in the top bar moves between them, and everything you see is scoped to the one you are currently in. Data never crosses between accounts.

If a login belongs to no active account, sign-in fails with a message saying so. That means every membership was removed or deactivated — an owner or admin has to invite them back.

Removing someone

Settings → Team → Remove. Their access ends immediately. Everything they did stays in the record: their decisions, their uploads, their audit entries. History is never rewritten by a departure.

Still stuck?