Adding Org Members

Invite teammates to your organization and assign them the right role.

Organization members can be invited directly from the org settings panel. Each member is assigned a role that controls what they can see and do within chrt.

Inviting members

1. Open the org menu

Click the org selector in the top-right corner of the navigation bar. This button shows your organization’s name — do not click your avatar.

Org selector in the top-right navigation bar

2. Click Manage

A dropdown will appear showing your organization name and your current role. Click Manage to open the Organization settings.

Org dropdown with the Manage button highlighted

3. Go to the Members tab and send invitations

Select the Members tab, then click Invite in the top-right corner. An invitation form will appear — enter one or more email addresses (separated by spaces or commas), choose a role from the dropdown, and click Send invitations.

Members tab showing the invitation form with role selector

Roles

RoleDescription
DriverAccess to the driver mobile app only. Cannot log in to the web dashboard. This is the most common role for field staff.
OperatorCan dispatch drivers and monitor orders in the web dashboard. Can view billing. Cannot manage org settings.
AdministratorFull dashboard access including dispatch, billing, and org settings. Cannot transfer org ownership.
OwnerAll permissions, including transferring ownership and deleting the organization. Should be restricted to one or two trusted individuals.

Owners and Administrators can manage API keys and org settings. Assign the Owner role with care — it grants full control over the organization.