Help CenterTeam & insights

Team roles & permissions

This guide shows a business owner how to invite teammates to Routella and give each one the right level of access, so the people who pack orders, assign drivers, or just watch the board each see only what they need.

What it is

Team roles and permissions is the part of Routella where you decide what each person on your team is allowed to do. Instead of everyone sharing one login, you add each teammate by email and hand them a "role" (a job label that comes with a set of allowed actions). Routella gives you four ready-made roles: Primary Admin (can do everything), Operations Manager, Dispatcher, and Viewer. The page also shows a simple chart, called the Permissions Matrix, that lays out exactly what each role can touch across your Orders, Drivers, Analytics, Settings, Users, Billing, and Integrations.

Why it matters

When your team grows, you do not want the new driver-coordinator changing your billing, or a part-time helper deleting orders by accident. Giving each person the right role keeps your sensitive stuff (money settings, store connections, who's on the team) locked to the people you trust, while still letting everyone do their actual job fast. It also means fewer "oops" mistakes during a busy delivery day, and a clear record of who is on your account.

Step by step

1
Open the Permissions page
Go to Settings, then open the Integrations tab. Scroll to the "System Management" group and click the "Permissions" tile (it has a small lock icon). This opens the page titled "Permissions Management - RBAC". You can also go straight there at the /rbac web address.
2
Get familiar with the four roles
At the top you'll see a card for each role: Primary Admin, Operations Manager, Dispatcher, and Viewer. Each card shows how many actions that role is allowed and how many people currently have it. Don't change anything yet — just read them so you know what you're handing out.
3
Check the Permissions Matrix to pick the right fit
Scroll to the "Permissions Matrix" near the bottom. It's a grid: down the side are the things people can touch (Orders, Drivers, Analytics, Settings, Users, Billing, Integrations), and across the top are the four roles. Each box shows the allowed actions like read, create, update, or delete. Use this to decide which role matches each teammate's real job.
4
Add a teammate
Click the "+ Add user" button at the top right (only the Primary Admin sees this button). Type the person's email, optionally their name, and pick a role from the dropdown. Then confirm to add them. Tip: the email must be the same one they will log in with.
5
Change someone's role later
In the Users table, find the person's row and click the small edit (pencil) button on their line. A role dropdown appears right there — pick the new role and it saves on the spot. Use this when someone is promoted, takes on more duties, or you want to pull back access.
6
Remove someone who's left
In the same Users table row, click the delete (trash) button. Routella will ask you to confirm before it removes them. Once removed, that person no longer has their access. Do this promptly whenever a teammate leaves so nobody keeps access they shouldn't have.

Tips

Start people low, raise them later. It's safer to give a new helper a Viewer or Dispatcher role first, then bump them up once you trust them — raising access takes two clicks.
Only Primary Admins can add, edit, or remove people. If a teammate says they can't see the Add, edit, or delete buttons, that's expected — they simply aren't an Admin.
Be careful handing out the Admin role: an Admin can change billing, store connections, settings, and even add or remove other people. Keep the number of Admins small.
Use the exact email each person logs in with. If you add a different address than the one they sign in with, their access won't line up. Routella also won't let you add the same email twice.

Common questions

Can I create my own custom role with my own mix of permissions?

Not from this screen. Routella gives you four built-in roles — Primary Admin, Operations Manager, Dispatcher, and Viewer — and you assign one of them to each person. You choose the role; the specific allowed actions for that role are set for you.

What's the difference between a Dispatcher and a Viewer?

A Dispatcher can do day-to-day order work (see orders, add orders, and update them) and can see your drivers. A Viewer is read-only — they can look at orders, drivers, and your analytics, but they can't change anything. Pick Viewer for someone who just needs to watch the board.

Who becomes the Admin when I first set up my account?

The first/owner account is automatically made the Primary Admin, so you start with full access without having to set it up. From there, you invite everyone else and choose their roles.