Team Management
How to add drivers to your carrier team, either by provisioning them directly or inviting them to join.
There are two ways to add someone to your carrier team, depending on whether you're setting up their account yourself or having them join on their own.
Provisioning an agent directly
Open Team
Go to Console then Team.
Fill in their details
Enter the agent's first name, last name, email, and phone number, then select their abilities (for example, Bike).
Create the agent
Submit the form. The agent account is created directly under your business.
Inviting a teammate
Use the invite form
On the same Team page, use the Invite teammate form instead.
Enter their email and role
Provide their email address and select the role you're inviting them into.
Send the invite
Submit. They'll receive an invitation to join your team on their own.
Note
Use "Provision agent" when you're setting up the account yourself (for example, a driver who won't set up their own login). Use "Invite teammate" when the person will accept the invite and manage their own account from the start.
Common questions
Q: What's the difference between provisioning and inviting?
A: Provisioning creates the account for the person directly. Inviting sends them a request to join and set up their own account.
Q: What do "abilities" control when provisioning an agent?
A: They describe what kind of deliveries the agent can be assigned, for example, whether they ride a bike versus drive a car.
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