Team roles & permissions

What it is

This page records the people on your team and their intended roles: Primary Admin, Operations Manager, Dispatcher, and Viewer. It also lists the planned actions for each role. Adding a person does not email them or give them access to your account.

Why it matters

Use the list to organize responsibilities and see who is recorded for each role. It does not replace a working account-access system, so do not rely on this list to grant or revoke a login.

Step by step

1. 1
   Open the team list

   Open Settings, choose Integrations, then Team access under System Management.
2. 2
   Read the current sign-in notice

   The notice at the top explains that team sign-ins are not live yet. The four role cards summarize the intended responsibilities.
3. 3
   Add a person to the list

   Adding people is not open yet: team sign-ins are not live, so there is no button to add someone. The list shows you, and anyone added earlier as a record only.
4. 4
   Update the recorded role or remove a row

   Use the edit control to change a recorded role, or the remove control to remove the person from this list. These actions do not grant or revoke a login.
5. 5
   Read the role details

   The role details show which actions belong to each role. On a narrow screen, follow the scroll hint and move sideways inside the table to see the remaining columns.

Tips

• Keep the account login private. Adding someone to this list does not provide them with their own sign-in.
• If a save fails, read the message beside the field and try again.

Common questions

Related guides