Create and edit custom roles

If the default Admin, Dispatch and Driver roles do not fit how your company works, create a custom role with exactly the permissions you want. You do this in the dashboard under Settings, then Roles. The Roles tab only appears for people allowed to edit roles.

Create a custom role

1. In the dashboard, open Settings, then Roles.

2. Choose the option to create a role.

3. Name the role.

4. Turn on the permissions the role needs.

5. Save.

Permissions you can choose from include

• Create invoices, edit invoices, and edit invoice items.

• Send payment links by text.

• View and edit rates.

• View all impounds, or only your own. Edit impounds.

• View all calls.

• View inspections, create inspections, and manage inspection templates.

• Edit the website.

• Edit drivers and manage driver roles.

Edit a role

1. Open Settings, then Roles.

2. Open the role and change its permissions.

3. Save. Everyone with that role gets the change.

Give someone the role

Open Settings, then Team Members, and change the person's role.

Related articles

• Roles and permissions explained

• Manage team members

• Why can't I see a menu item or button?