Inviting Team Members

EvoDax supports team collaboration with role-based access. This guide explains how to invite and manage team members.

User Roles

Each user is assigned a role that determines their permissions:

| Role | Description | |------|-------------| | Admin | Full access to all features and settings | | Dispatcher | Manage orders, routes, and deliveries | | Warehouse Manager | Full warehouse operations access | | Warehouse Worker | Basic warehouse tasks (picking, receiving) | | Driver | Mobile app access for deliveries | | Customer | Portal access to place and track orders |

Inviting a New User

1. Go to Users in the sidebar
2. Click Invite User
3. Enter their email address
4. Select their role
5. (Optional) Assign to a warehouse
6. Click Send Invite

The user will receive an email with:

• Instructions to set up their account
• A link to download relevant apps
• Your company code for login

Managing User Access

Editing a User

1. Find the user in the Users list
2. Click their name to open the profile
3. Click Edit
4. Update their details or role
5. Click Save

Deactivating a User

When someone leaves your organization:

1. Open their user profile
2. Click Deactivate
3. Confirm the action

Deactivated users:

• Cannot log in
• Are removed from route assignments
• Keep historical data intact

Reactivating a User

If someone returns:

1. Filter users by "Inactive"
2. Find the user
3. Click Reactivate

Team Permissions by Role

Admin

• Manage all settings and billing
• View all data across warehouses
• Invite and manage users
• Access reports and analytics

Dispatcher

• Create and manage orders
• Build and assign routes
• View delivery status
• Communicate with drivers

Warehouse Manager

• Manage warehouse operations
• Confirm incoming orders
• Oversee inventory
• Manage dock schedules

Warehouse Worker

• Pick and pack orders
• Process receiving
• Update inventory counts
• View assigned tasks

Driver

• View assigned routes
• Update delivery status
• Capture proof of delivery
• Access navigation

Tips

• Use the principle of least privilege - give users only the access they need
• Review user access periodically
• Set up separate test accounts for training
• Use descriptive names for warehouse assignments