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A team member’s access role and planning configuration are separate. Give each person only the product permissions they need, then configure planning participation for people who perform field work.

Invite team members

Add colleagues and prepare their initial account and planning details.

Manage roles and permissions

Control which resources and actions each role can access.

Prepare members for Planning

Configure schedules, locations, transport, priorities, services, and capabilities.

Invite team members

Invite colleagues with the correct role and initial field-planning configuration.

Manage roles and permissions

Control which Sweeply resources and actions each team member may access.

Prepare team members for route planning

Configure every member field that affects automatic assignment and route construction.
Last modified on August 27, 2026