How to add Admins/Depot Managers/Dispatchers/Read Only roles
Go to Settings > Workspace > Dashboard members
Click > Add members
Enter an email address that is used to send dashboard members their login details
Enter each dashboard member's full name, assign a depot, and level of dashboard access
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
Select a color to represent the driver on the map
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.
Dashboard member login details
Login details are automatically sent to dashboard 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
Dashboard 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 transfer the team owner role to another member:
Go to Settings > Workspace > Dashboard members
Next to the Team owner role, click > Transfer ownership
Select a new team owner and click > Transfer ownership
Administrator
⭐⭐⭐⭐⭐ Permission level
Administrators have permission levels higher than a Depot Manager or Dispatcher, and they can manage:
All dashboard members
All depot settings
Global account search
Depot Manager
⭐⭐⭐⭐ Permission level
Depot managers have permission levels higher than a Dispatcher but can only manage:
Dispatcher, driver, and read-only dashboard members for their assigned depot
Settings for their assigned depot
Route settings for their assigned depot
Dispatcher
⭐⭐⭐ Permission level
Dispatchers have permission levels higher than a Read-Only role or Driver but can only manage:
Route settings for their assigned depot
Drivers for their assigned depot
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 for the depot they are assigned to 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]