Setting Up Users in SmartRoutes

Setting up roles in SmartRoutes couldn’t be easier.

This guide covers the different role types available and provides step-by-step instructions on how to set up team members.

If you’d like to skip ahead to the setup process, click here.

User Role Types

1. Administrator

The account creator is automatically assigned the Administrator role. Additional administrators can be added as needed. Administrators have full access to both the SmartRoutes desktop and mobile apps. They can:

• Add and manage team members
• Configure notifications
• Access reports and analytics
• Adjust settings for SmartRoutes customization
• And much more!

2. Driver

The Driver role provides access exclusively to the driver app. Administrators can customize permissions for each driver, such as requiring Proof of Delivery (POD) with e-signatures or photos. Drivers can:

• View and manage their assigned routes
• Update delivery statuses in real-time
• Capture POD where required

Note: Drivers can only see routes that are specifically assigned to them.

3. Helpdesk

Helpdesk users have read-only access to the SmartRoutes desktop app, making it perfect for customer service or support teams. Their access is limited to:

• Live Dashboard: Monitor real-time delivery progress
• Reports: View delivery records, POD details (e-signatures, images), and historical data

Helpdesk roles allow staff to quickly assist customers with accurate, up-to-date information without modifying system data.

Note: Custom Helpdesk roles are available upon request. (You can modify what features and data Helpdesk users can access). Contact support@smartroutes.io to set this up.

4. Multi Depot

The Multi depot role offers the same permissions as a standard Administrator but extends across all depots within the account. Multi-Depot Administrators can:

• Oversee operations at multiple locations
• Manage team members and routes for each depot
• Access comprehensive reports across all depots

Note: This role is only available for accounts with multi-depot functionality enabled.

How to Set Up Team Members

Only Administrator users can set up new team members.

1. In the left-hand navigation menu, click Team Members.
2. Click Add New Team Member.
3. Complete the required fields, including the team member's name, email, and role (Administrator, Driver, Helpdesk, or Multi-Depot Administrator).
4. Adjust any role-specific permissions if needed.
5. Click Save and share the login details with the team member.

You can return to the Team Members section at any time to edit user information, adjust permissions, remove users, or add new members.

Happy Routing!

Didn’t answer your question?

You can see our other guides here or contact support at support@smartroutes.io.