Managing team members

Managing Team Members

EZShip allows multiple team members to operate under one company account with role-based permissions.

Available Roles

Role	Permissions
Owner	Full access. Manage billing, team, and all settings.
Admin	Manage loads, bids, orders, and team members. Cannot modify billing.
Dispatcher	Post loads, manage bids, track shipments.
Driver	Update shipment status, upload documents. Mobile-only.
Viewer	Read-only access to loads, orders, and tracking.

Adding a Team Member

1. Go to Settings > Team
2. Click Invite Member
3. Enter their email address
4. Select their role
5. Click Send Invite

The invitee receives an email with a link to join your team. They'll create their own login credentials.

Managing Existing Members

From Settings > Team, you can:

• Change roles — Click the member's role to modify
• Disable access — Temporarily suspend a member's access
• Remove — Permanently remove a member from the team

Role-Specific Features

Dispatchers

• Can post and manage loads on behalf of the company
• Can accept bids and assign loads to company drivers
• Cannot access billing or payment settings

Drivers

• Access the mobile app with limited features
• Can update shipment status (pickup, in transit, delivered)
• Can upload documents (BOL, POD, photos)
• Cannot post loads or manage bids

Team Activity Log

View all actions taken by team members:

1. Go to Settings > Team > Activity Log
2. Filter by member, action type, or date
3. See who posted loads, accepted bids, and made changes

Best Practices

• Use the least privilege principle — give members only the access they need
• Regularly review team members and remove inactive accounts
• Use Admin role sparingly — Dispatcher covers most daily operations
• Enable 2FA for all team members (especially Owners and Admins)