Roles control what each user can see and do in the admin dashboard. The Admin role has full access and can't be edited. Create your own roles, such as Operations, Dispatcher, or Maintenance, for everyone else.
Add or Manage Role
- Go to Settings > Roles.
- Click + Add Role, enter a name, and click Save.
- Click the pencil icon next to the role to open its permissions.
- Turn permissions on or off, then click Save.
Permission groups
Most groups have View, Edit, Create, and Delete switches. Some have more:
- Equipment and Drivers – also Import and Export, plus separate Doc View, Doc Edit, Doc Create, and Doc Delete for their documents. Drivers also has View Basic.
- Document – Review, File Drop, and Bulk AI Upload.
- File Drop, Company Documents, Contacts, Forms, Links, Tags, Doc Types, Division, and Vault – View, Edit, Create, Delete.
- Maintenance – also Import and Export. Safety and Tickets – View, Edit, Create, Delete.
- Reports and Activity Log – View.
- DPB AI Chat and Recruiting – Show.
- Company Settings / Integrations – Edit.
Assign a role to a user when you invite them in Settings > Users.