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How to Add a New Role to a User

Macy Williams
Macy Williams
  • Updated

Roles control what a user can access and do in Datatruck. Each user can be assigned one or more roles such as Dispatcher, Accounting, Fleet Manager, etc. Roles are assigned per user from their profile.

Where: Settings > Users Management > All Users > open a user → Roles tab

 

Steps

  1. Go to Settings > Users Management > All Users


     
  2. Find the user and click their name to open their profile
  3. Click the Roles tab
  4. Click + Add Roles in the top right corner


     
  5. Select the role you want to assign from the list
  6. Click Add to selected roles


     

The role will appear in the Roles tab with its name, permission type, and creation date. Roles labeled System Role are Datatruck's built-in roles and cannot be deleted.

 

Important Notes

  • A user can hold multiple roles simultaneously
  • Roles define the baseline access level. Use the Custom Permissions tab to add or restrict individual permissions on top of the assigned role


We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.

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