Invite your team and choose what they can open
Open Settings → Team Members. Invite a broker with Add New Broker or a dispatcher with Invite Dispatcher. The email's Accept Invitation link works for 7 days. To change what someone can open, click the pencil icon in their row.
Your agency's owner invites people from Team Members. Any admin can change what people can open there.
Invite a broker
- In the left menu, under Settings, click Team Members.
- In Add New Broker, type their email in Broker Email.
- Click Send Invite.
Invite a dispatcher
- On the same page, find Invite Dispatcher.
- Enter their Full Name and Email.
- Click Send Dispatcher Invite.
If the form is greyed out and says (Disabled for this agency), dispatcher invites are off for your agency. SmartLoads can turn them on.
What the person gets
They get an email with an Accept Invitation button. The link works for 7 days.
On the page it opens, they enter their Full Name and a Password of at least 8 characters, then click Accept Invitation.
Already have a SmartLoads login with that email? Sign in first, then open the invite link again and click Accept Invitation.
Brokers land on the board. Dispatchers land on the dispatch page.
What each role can open
| Role | What they see |
|---|---|
| Admin | Every feature, plus Agency Profile, Team Members, Billing, Connectors and Website under Settings. Accounting shows only for the agency's owner, and only when it's turned on for the agency. |
| Broker | The board (Smart Loads) and Help, plus the features an admin ticks. New brokers start with Import / Export and Customer Setup. |
| Dispatcher | The dispatch page. |
In Customer Setup, a broker who isn't an admin sees only the customers assigned to them.
Change what a broker can open
- In Team Members, find the person and click the pencil icon. Its tooltip says Edit access and features.
- Under Feature access, tick what they may open, such as Import / Export, Board Ledger, Customer Setup, Contacts or Connectors.
- Click Save.
The same window has Membership type, to switch someone between broker and dispatcher, and Access role, to switch them between Member and Basic Admin.
Resend or remove
- Invites that haven't been accepted or expired are under Pending Invites. Click Resend to send a new link (the old link stops working), or the trash icon to delete the invite.
- To remove a team member, click the trash icon in their row, then Remove.
Frequently asked questions
The invite email never arrived. What now?
Under Pending Invites, click Resend. You can also click the copy icon to copy the invite link and send it yourself. An invite that's past its 7 days drops off the list, so invite the person again.
Can I invite someone straight in as an admin?
Not from these forms. Add New Broker and Invite Dispatcher add brokers and dispatchers.
Why can't a broker see Connectors?
Brokers need Connectors ticked under Feature access. Admins always see it.