Managing Ground Staff Roles

Before you can register drivers, delivery crew, or warehouse operators as ground staff, you need a set of roles to slot them into. A ground staff role is simply a job title — Driver, Technician, Helper, Warehouse Operator — that you define once and then reuse whenever you add a team member. This page shows you how to build and maintain that list.

Why Set Up Roles First?

Every ground staff member you add is assigned a role, so it pays to define them up front:

• Organized team — group your field staff by what they actually do.
• Faster staff setup — roles appear in a dropdown when you add or edit a staff member, so there’s no re-typing.
• Cleaner operations — a consistent set of titles keeps dispatch and assignment tidy.

Roles are a prerequisite for adding ground staff. Set up at least one role before you register your first team member.

Before You Start

You’ll need the Settings Write permission to add, edit, or deactivate roles. Without it you can still view the list, but the action buttons are hidden.

Where to Find It

Go to Settings → Ground Staff Roles. This opens the Ground Staff Roles list, which shows every role you’ve created along with its description and status.

Add a Role

1. On the Ground Staff Roles page, click Add Role in the top-right corner.
2. In the Add Ground Staff Role window, fill in:
   • Role Name — the job title, e.g. Technician, Mechanic, or Helper (required, up to 50 characters).
   • Description — a short note about what this role covers (optional, up to 255 characters).
   • Status — toggle Active or Inactive. New roles default to Active.
3. Click Create.

The new role appears in the list right away and becomes available in the role dropdown when you add ground staff.

Edit a Role

1. Find the role in the list and click Edit on its row.
2. In the Edit Ground Staff Role window, update the Role Name, Description, or Status.
3. Click Update.

Deactivate a Role

Ground staff roles are deactivated, not permanently deleted — this keeps the history of any staff who were assigned that role intact.

1. Click Deactivate on the role’s row.
2. In the Deactivate Ground Staff Role confirmation, review the message and click Deactivate.

The role is marked Inactive and stays in the list with an Inactive status. To bring it back, edit the role and toggle its Status to Active.

Tip: Deactivating a role doesn’t change staff members who are already assigned to it. To stop offering a title going forward, deactivate it — active roles are the ones that show up when you assign staff.

The Ground Staff Roles List

The list is sorted by role name and shows these columns:

You’re All Set

With your roles in place, you’re ready to register your field team. Head over to Manage Ground Staff to add drivers, technicians, and crew and assign them the roles you just created.

Related Articles

• How to Manage Ground Staff?
• Managing Users
• Configuring Roles & Permissions
• Operations Hub Overview