You might need to give each employee in your company different access levels to the management console. For example, a support agent may only access customer inquiries, while a fleet manager can manage driver-related tasks. To manage these different access levels, you need to create a 'Group' for each category of users. During the group creation process, you will assign specific access permissions and then add users to the respective group. In this guide, we'll cover the step-by-step instructions on how to do it.
How Users and Groups Work Together
Users and groups are both essential and designed to work together for managing access and responsibilities in the Management Console panel.
Groups define which parts of the system users can access, such as the Dispatcher or Admin panels, and what actions they are allowed to perform within them. In simple terms, a group is a reusable set of permissions that determines what users in the group can see and do in the system. You can have as many groups as you want, each with different permissions, and assign them to multiple users.
Users are personalized accounts for your team members, used to log into the system. Each user represents a specific account with a username, password, and profile information and must be assigned to a group, which defines their main permissions and determines which panels and actions they can access. In addition to group permissions, a user can also be limited to specific services, zones, driver teams, or vehicle types, which defines the exact part of the operation they are responsible for.
Creating a Group
To create a new group, navigate through the following path:
Admin Center → Settings → Users & Groups → Groups (tab)→ New(button)
In the group list, click the 'New' button to open the group creation form.
Then, follow these steps:
Enter the desired name for the group in the
Namefield.
Enable the desired access level for the user in this group by toggling the corresponding buttons to grant access to the panels for group members. These may include the scanner, dispatcher, and admin center, or all of them.
Manage access to the Dispatcher Panel:
First, toggle the Dispatcher button to turn on basic access. After that, you can manage access to the dispatcher panel in two main areas:
Controlling which actions they are allowed to perform: You can enable or disable specific permissions for them, such as create order, create route, edit address, and more.
Edit status: which lets you control the status updates for specific order types (on-demand, P&D, Pickup only, or delivery only) and choose which statuses they are allowed to update those orders to
By turning each checkbox on or off, you can allow or block access.
Manage access to the Scanner App:
First, toggle the Scanner button to enable base access. Then, you can control which order statuses a scanner user is allowed to handle, such as Confirm, At Warehouse, For Return, Order Details, and Deliver.
Only the options they are allowed to access will be shown to them in the app.
You can learn about how to use the Scanner App by reading this article.
A user with dispatcher access can log into the scanner app, but a user with only scanner access cannot access the dispatcher panel.
Manage access to the Admin Panel:
First, toggle the Admin Center button to enable base access. Then, you can control access to the Admin Center by enabling or disabling specific access within each section.
Users assigned to this group will only be able to view and access the features you select here.
Finally, make sure to click the submit button in the top-right corner to save your changes.
After successfully creating the group, you can go ahead and assign users to it.
To learn about how to create a new user, read this article.