How to manage user access for a client on the Back-Office Dashboard?

Managing back office team member access, you can control which back office team members have permission to view or update client information. Properly configuring these permissions helps ensure data security, provides access to reports and critical data shared, maintains accountability, and streamlines workflow management.

✅ Step-by-Step guide to manage user access for a client on the Back-Office Dashboard:

Log in to your Back-Office Dashboard. Navigate to the desired client profile from the Clients section on the Back-Office Dashboard. 

Navigate to the Users access tab from the Sub menu and click "Invite User"


 

Next on the pop-up screen, choose an Option:

• Select Existing User from the dropdown if the user already exists in the system.

• Or, Add a New User by entering the required details:

  • Name* – Enter the full name of the user.

  • Email* – Enter the user’s valid email address.

  • Access Level* – Choose the appropriate access level from the dropdown (e.g., Admin, Dispatcher Operator, Manager, Scheduler etc.).

Once all details are filled in, click Add to send access details to the user.

To remove a assigned back office team member: After adding a user, you can remove them at any time by clicking the three dots next to their name in the user list. To delete a user from the assigned client, simply confirm the action when prompted and that's its.

If you have any questions or need further assistance, feel free to contact our support team anytime.

For a quick walkthrough, please watch our tutorial video on YouTube here :