Add Staff Members to Your Workspace

Access Team Settings

In the left sidebar, click **Settings** to expand the menu, then click **Team**. You will see a table of all current team members with their names, emails, phone numbers, roles, locations, and active status.

Understanding Staff Roles

Each role grants different permissions in your workspace:

• aOwner – Full access to everything: settings, billing, team management, all data, reports. Only one Owner per workspace (you).
• bAdmin – Full operational access: manage orders/deliveries, inventory, team members (except the Owner), reports, and expenses. Cannot access billing or delete the workspace.
• cCSR (Customer Service) – Order and customer management: create and edit orders, manage remittances, view inventory. Cannot manage team members, access settings, or view financial reports.
• dRider – In-house delivery personnel who handle deliveries. Limited to assigned deliveries and personal performance: view and update delivery statuses, view personal remittance, access rider dashboard. Added via Settings → Team with the Rider role.
• eDelivery Agent – External delivery personnel who pick up and deliver orders to customers. Added via Settings → Agents/Locations (not Team). Receive order notifications via WhatsApp. Used in Ecommerce mode.
• fPartner Agent – External delivery providers or freelance riders who help fulfill deliveries when your in-house team is at capacity. Added via Settings → Agents/Locations (not Team). Used in Logistics mode.

Adding a New Team Member (Admin / CSR / Rider)

Click the **+ Add Member** button in the top right corner of the Team page to open the add member form. This method is used for **Admin**, **CSR**, and **Rider** roles. **Delivery Agents** and **Partner Agents** are added differently — see the sections below.

Adding an Admin

To add an Admin:

• aFill in Full Name, Email, and Phone Number (Nigerian format: 080XXXXXXXX)
• bSelect Admin from the Role dropdown
• cAssign a Location/Branch (optional) — filters which data the Admin can see
• dClick Add Member — the Admin receives an email with login instructions

Adding a CSR (Customer Service)

To add a CSR:

• aFill in Fu ll Name, Email, and Phone Number
• bSelect CSR from the Role dropdown
• cAssign a Location/Branch (optional) — the CSR will only see orders and data related to that location
• dClick Add Member — the CSR receives an email with login instructions

Adding a Rider

Riders are in-house delivery personnel added via the Team page:

• aGo to Settings → Team and click + Add Member
• bFill in Full Name, Email, and Phone Number
• cSelect Rider from the Role dropdown
• dEnter their WhatsApp Number — required for receiving delivery notifications
• eAssign a Location/Branch — determines which area deliveries they can be assigned to
• fClick Add Member — the Rider receives login instructions and can start accepting deliveries

Accessing Agents/Locations

**Delivery Agents** and **Partner Agents** are added via the Agents/Locations page, NOT the Team page. In the left sidebar, click **Settings** to expand the menu, then click **Agents/Locations**. This page manages all external delivery personnel.

Adding a Delivery Agent (Ecommerce Mode)

**Delivery Agents** are external delivery personnel used in **Ecommerce mode**. Add them through Agents/Locations:

• aGo to Settings → Agents/Locations
• bClick the + Add Delivery Agent/Location button in the top right corner
• cSelect Delivery Agent from the Type dropdown
• dFill in Name — the agent's full name or business name
• eEnter their WhatsApp Number — they will receive order notifications here
• fProvide an Email (optional) — used to create the agent's login account
• gClick Save to create the agent. If an email was provided, they receive login instructions

Adding a Partner Agent (Logistics Mode)

**Partner Agents** are external delivery providers used in **Logistics mode**. They are also added through Agents/Locations:

• aGo to Settings → Agents/Locations
• bClick the + Add Delivery Agent/Location button in the top right corner
• cSelect the appropriate type for the partner (e.g., Delivery Agent for individual riders)
• dFill in Name — the partner agent's name or company name
• eEnter their WhatsApp Number — for delivery notifications
• fProvide an Email (optional) — for login account creation
• gAssign a Location/Branch — the area or branch they cover
• hClick Save to create the partner agent