Documentation

Managing Teams

Teams let you organize users and control what they can access. Each team can have multiple members with different roles and permissions. You might create separate teams for different departments, regions, or functions.

Creating a Team

1. Click the team switcher in the navigation bar.
2. Select Create a new Team.
3. Upload a team logo (optional).
4. Enter a name for the team.
5. Click Create.

Your new team appears in the team switcher dropdown.

Team Settings

To access team settings, click Team Settings from the team switcher dropdown or navigate to your team's settings page directly. The settings page has several tabs for managing different aspects of the team.

General Tab

Update team information and preferences:

Team Logo:

• Click the logo area to upload a new logo.
• Click Remove to delete the current logo.

Team Name:

• Edit the team name in the text field.

Timezone:

• Select your preferred timezone from the dropdown.
• This affects scheduling and how times are displayed for all team members.

Location:

• Select your Country from the dropdown.
• Select your Region/State (options depend on selected country).
• Select your City (options depend on selected region).
• For unlisted locations, select the custom location option.

Click Save to apply changes.

Members Tab

Manage team membership and roles.

Adding Members:

1. Enter the email address of the person you want to invite.
2. Select their role:
   • Administrator - Can perform any action with full system access.
   • Editor - Can read, create, and update but with limited scope.
   • Client - Limited access to passengers, stops, routes, shifts, and attendance (view-only).
3. If selecting the Client role, choose the associated client from the dropdown.
4. Click Add.

The invited user receives an email with instructions to join.

Pending Invitations:

• View all pending invitations that haven't been accepted yet.
• Click the cancel button to revoke an invitation.

Managing Existing Members:

• Click Manage Role to change a member's role.
• Click Remove to remove a member from the team.
• Click Leave Team to remove yourself from the team.

Notifications Tab

Configure team-wide notification settings:

Stop Arrival Email Notifications:

• When enabled, passengers receive email notifications when their vehicle arrives at a stop.
• Enabled by default.

Driver Trip Start Email Notifications:

• When enabled, drivers receive email notifications before their shift starts.
• Disabled by default.

Driver Trip Start Telegram Notifications:

• When enabled, drivers receive Telegram notifications before their shift starts.
• Requires drivers to have their Telegram Chat ID configured.
• Enabled by default.

Notification Timing:

• Set how many minutes before a shift drivers should be notified (5 to 1440 minutes).
• Default is 30 minutes.
• Only appears when email or Telegram notifications are enabled.

Click Save to apply changes.

Role Permissions Tab

Customize what each role can do. This tab is only available to team owners.

Selecting a Role:

• Click on Administrator, Editor, or Client to view and edit that role's permissions.
• Roles with custom permissions display a badge indicator.

Permission Categories: Permissions are organized into categories. Each category can have create, read, update, and delete permissions:

• Vehicles - Manage vehicle records
• Devices - Manage tracking devices
• Cameras - Manage camera systems
• Drivers - Manage driver profiles
• Groups - Manage vehicle/driver groups
• Maintenances - Manage maintenance records
• Sensors - Manage sensor configurations
• Shifts - Manage shift schedules
• Clients - Manage client accounts
• Routes - Manage routes
• Stops - Manage stops
• Passengers - Manage passenger records
• Notifications - Manage notification rules
• Mobile Users - Manage mobile app users

Reports Permissions:

• View, Summary, Events, Trips, Stops, Chart, Replay, Positions, Timeline

Other Permissions:

• Tracking - View live tracking
• Attendance - View attendance records

Managing Permissions:

• Toggle individual permissions on or off.
• Click the category header to enable or disable all permissions in that category.
• Click Reset to Defaults to restore a role's original permissions.

Delete Team Tab

Remove a team permanently:

1. Select the Delete Team tab.
2. Click Delete Team.
3. Confirm the deletion.

Note: You cannot delete your personal team (the default team created with your account). All team data is permanently removed when you delete a team.

Switching Teams

Use the team switcher in the navigation bar to switch between teams you belong to. Click on a team name to switch to that team. The current team is indicated with a checkmark. The current team determines which data you see throughout the application.