Invite team members, control permissions, and prepare field staff for route planning.
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.
Plan visits with a team
Set up a shared route, team hours, participants, and work speed.
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.
Plan visits with a team
Give people who work together one route, shared working hours, and access to the same visits.
Remove a team member safely
Understand how access, unstarted visits, and visits in progress change when a team member is removed.
