Team & Role Management

At enterprise scale, you need structured access control. Not everyone should have admin access, and different team members need different capabilities.

Role hierarchy

Role	Use Case	Key Permissions
Admin	Store owner, operations lead	Full access — all features, all settings
Manager	Shift supervisor, head dispatcher	Orders, routes, drivers — no billing or app config
Driver	Delivery personnel	Mobile app only — assigned routes and orders

Setting up your team structure

For a single location

• 1 Admin (store owner)
• 1–2 Managers (dispatchers)
• Multiple Drivers

For multiple locations

• 1 Admin (operations director)
• 1 Manager per location (local dispatcher)
• Drivers assigned per location

Best practices

• Principle of least privilege — Give each team member the minimum access they need
• One admin minimum — Always have at least one admin account; consider a backup admin
• Location assignment — Assign managers and drivers to specific locations so they see only relevant orders
• Onboarding checklist — When adding new team members:
  1. Create the user account with appropriate role
  2. Assign to location(s)
  3. For drivers: ensure they install and test the mobile app
  4. Verify they can access what they need and nothing more
• Offboarding — Deactivate accounts immediately when team members leave; don't wait for periodic reviews