Users and roles
Invite teammates to your RouteOne account and choose what each role can see and do.
You can give your team their own logins instead of sharing yours. Each person gets one of five fixed roles, and the role decides what they can do. Roles are not editable, so pick the one that fits.
Invite a user
- 1Go to Settings › User Management (the page is called Users).
- 2Click Invite User.
- 3Enter Full Name, Email and choose a Role. Phone is optional.
- 4Click Send Invite.
We email the new user a one-time link to set their own password. The link is valid for 72 hours. Nobody else ever sees their password.
Change a role or remove someone
- On the Users page, use the dropdown in the Role column to change a person's role.
- Use the row action to remove a user. You will be asked to confirm with Remove user?.
- You cannot remove yourself, and there must always be at least one Owner.
What each role can do
You can see the same list in the app under Settings › Role Management (Roles & Permissions).
| Role | Can do | Cannot do |
|---|---|---|
| Owner | Everything an Admin can, plus billing and wallet recharges, inviting and managing users and roles, and deleting the account. | Nothing is restricted. |
| Admin | Orders, shipments, NDR and returns. Catalogue, addresses and channels. Courier and rate preferences. View billing and invoices. | Delete the account, manage users, recharge the wallet. |
| Manager | Create, edit and ship orders. Manage shipments and pickups. Action NDR cases and returns. View reports and tracking. | Manage users or roles, change billing, edit account settings. |
| Staff | Create and view orders, view shipment tracking, view the product catalogue. | Ship or cancel orders, action NDR or returns, access billing, manage users or settings. |
| Finance | Read-only access. View wallet, shipping charges, invoices, COD remittance and Future COD. Export billing data and download reports. View the dashboard, activity log, orders and shipments. | Recharge the wallet, create, ship or cancel orders, change settings, manage users. |
A few things to know
- The Finance role cannot change anything. It can raise a support ticket, such as a billing question, and change its own password.
- Menus a person is not allowed to use are hidden from their sidebar, and the action is also blocked if they try it directly.
- Wallet recharges stay with the Owner. A Finance user can reconcile the wallet but not top it up.
To change your own password, open Settings › Change Password. Related settings: Company profile and bank details and Courier preferences.
Common questions
Still need help? Email support@routeone.app with your order ID or AWB, or raise a ticket from Help Center › Ticket in the app.