How to add Admins/Depot Managers/Dispatchers/Read Only roles
Go to Settings > Workspace > Dashboard members
Click > Add members
Enter an email address that will be used to send team members their login details
Enter each team member's full name, assign a role, and depot
How to add Drivers
Go to the main dashboard > Drivers
Click > Add new driver
Enter an email/phone number that will be used to send the driver their login details
Enter each driver's full name and assign a depot
Phone numbers must not include any dashes/spaces and be in the international format. Example +1 or +44
Click here to learn about how to change individual driver settings.
Team member login details
Login details are automatically sent to team members by email or text message.
When drivers receive their login details, they must follow these steps:
Open the text message they receive on their mobile phone
Click the link within the message to install the correct driver app
Team member roles and permission levels
Team Owner
⭐⭐⭐⭐⭐⭐ Permission level
The Team Owner role is automatically allocated to the person who creates the initial Circuit for Teams account. This role has unrestricted permissions, is not visible to other users, and cannot be deleted. To change or delete the Team Owner role, please contact customer support.
Administrator
⭐⭐⭐⭐⭐ Permission level
Administrators have permission levels higher than a Depot Manager or Dispatcher, and they can manage:
All team members
All depot settings
Depot Manager
⭐⭐⭐⭐ Permission level
Depot managers have permission levels higher than a Dispatcher but can only manage:
Dispatcher, driver, and read-only team members
Selected depot settings
Route settings
Dispatcher
⭐⭐⭐ Permission level
Dispatchers have permission levels higher than a Read-Only role or Driver but can only manage:
Add, remove, or assign drivers
Driver
⭐⭐ Permission level
Drivers can only access Circuit for Teams using the mobile app to create, edit, receive, and follow routes.
Read-only
⭐ Permission level
Read-only roles can only search and view account activity but cannot make any changes.
Read next...
Click here to learn about how to choose your global account settings.
Got a question?
Contact your account manager, start a live chat, or email [email protected]