The Team Management module is your central hub for organizing staff, managing schedules, tracking compliance, and ensuring your field crews are always qualified and available.
Key Capabilities
| Feature | Description |
|---------|-------------|
| User Management | Add, edit, and manage team member profiles |
| Role Assignment | Assign roles (Admin, Dispatcher, Driver) with appropriate permissions |
| Schedule Configuration | Set working hours and availability for drivers |
| Credential Tracking | Monitor licenses, medical cards, and certifications |
| Training Compliance | Track training records and ensure ongoing qualification |
| Time-Off Management | Handle PTO requests with approval workflows |
| Bulk Operations | Perform mass updates and communications |
Navigation
Access Team Management from:
Role Types
The system supports three core team roles:
Note: Customer accounts are managed separately in the Customer Hub.