EvoDax uses role-based access control to ensure team members have appropriate access to features and data. This guide explains the available roles and their permissions.
Available Roles
Admin
Full system access for business owners and managers.
Permissions:
- All features and settings
- User management (invite, edit, deactivate)
- Billing and subscription
- All data across warehouses
- Reports and analytics
- System configuration
Dispatcher
Manages daily delivery operations.
Permissions:
- Create and manage orders
- Build and assign routes
- View delivery status
- Communicate with drivers
- View reports
- Manage customers and clients
Cannot:
- Access billing settings
- Manage users
- Change system settings
Warehouse Manager
Oversees warehouse operations.
Permissions:
- Manage warehouse operations
- Confirm pending orders
- Manage inventory
- Dock scheduling
- Staff assignments
- Warehouse reports
Cannot:
- Access other warehouses (unless assigned)
- System-wide settings
- User management
Warehouse Worker
Executes warehouse tasks.
Permissions:
- Pick and pack orders
- Process receiving
- Update inventory counts
- View assigned tasks
- Mark tasks complete
Cannot:
- Create or edit orders
- Access routes
- View reports
- Change settings
Driver
Delivers orders using the mobile app.
Permissions:
- View assigned routes
- Update delivery status
- Capture proof of delivery
- Access navigation
- Report issues
Cannot:
- Access admin dashboard
- Create orders
- View other drivers' routes
Customer (External)
Customer portal access.
Permissions:
- Place orders
- View their orders
- Track deliveries
- View order history
- Update their profile
Cannot:
- Access admin features
- See other customers' data
Permission Matrix
| Permission | Admin | Dispatcher | WH Manager | WH Worker | Driver | |------------|-------|------------|------------|-----------|--------| | Create Orders | Yes | Yes | No | No | No | | Build Routes | Yes | Yes | No | No | No | | Manage Inventory | Yes | Yes | Yes | View | No | | View Reports | Yes | Yes | Limited | No | No | | Manage Users | Yes | No | No | No | No | | Billing | Yes | No | No | No | No |
Assigning Roles
When inviting a user:
- Go to Users > Invite User
- Enter email address
- Select role from dropdown
- Assign to warehouse (if applicable)
- Send invite
Changing Roles
To change a user's role:
- Go to Users
- Find the user
- Click Edit
- Select new role
- Save changes
Changes take effect immediately.
Multi-Warehouse Access
For roles with warehouse restrictions:
- Single warehouse: Sees only that warehouse's data
- Multiple warehouses: Can be assigned to several
- All warehouses: Admin-level access
Configure per user in their profile.
Custom Permissions (Enterprise)
Enterprise plans can customize permissions:
- Create custom roles
- Fine-tune specific permissions
- Role hierarchies
Contact support for setup assistance.
Best Practices
- Least privilege - Give minimum necessary access
- Review regularly - Audit user access quarterly
- Document changes - Track role modifications
- Test access - Verify users can do their jobs
- Offboard promptly - Deactivate departing staff