This guide will explain how to do the following:
How to add, edit or delete a user
Roles that can add/edit/delete users
How to add, edit or delete a user
Please note, if you’re on a CX or HX Solo plan, you won’t be able to add additional users as your subscription is designed for sole traders.
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Roles that can add/edit/delete users
Only the Exchange Account Owner and Company Admins can add, edit or delete users.
The Exchange Account Owner can assign and edit all user roles.
Company Admins however, cannot make changes to their own user roles.
E.g: if a Company Admin wanted to downgrade themselves to a Company User, that change would need to be completed by another Company Admin or the Exchange Account Owner.
Types of user roles
When adding or editing a user, you can assign them one of two user roles.
Company Users have the lowest level of user permissions within the platform. They are unable to view or edit any Company details. They can, however, access features such as searching for loads or posting loads.
Company Admins have the authority to manage the day-to-day elements of an account, such as managing Users & Drivers (add/edit/delete), Company Vehicles and Mobile Accounts. They are able to view the Company Profile section and associated Business Docs, but they cannot edit any of these sections.