Skip to main content
All CollectionsCircuit for TeamsTEAM MEMBERS & SETTINGS
How to add drivers, dispatchers, depot managers, administrators and read-only roles
How to add drivers, dispatchers, depot managers, administrators and read-only roles

Add dashboard members, assign depots and send login details

Chloe Ammonds-Nutt avatar
Written by Chloe Ammonds-Nutt
Updated over 2 weeks ago

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

Account Owner

⭐⭐⭐⭐⭐⭐ Permission level

The Account 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 Account Owner role, please contact customer support.


Administrator

⭐⭐⭐⭐⭐ Permission level

Administrators have permission levels higher than a Depot Manager or Dispatcher, and they can manage:


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]

Did this answer your question?