Adding New Users

Easily control who can access your environment, assign appropriate roles, and ensure data security across your organization.

Description Summary

You can invite new users to your Rose Rocket account in just a few steps. Adding teammates ensures the right people have access to the tools, modules, and workflows they need to get work done efficiently.

User Segment

Brokers, Carriers

How it Works

1. Go to Settings > Users, Roles, Groups
   Use the left-hand sidebar to navigate to the Settings module, then click Users, Roles, Groups.

2. Click “Invite User”
   This will open a new user form.

3. Enter User Details

   • Add the user’s email address.

   • Select the appropriate user role from the dropdown (e.g., Admin, Dispatcher, CSR).

4. Assign Groups (Optional)
   Add the user to a group if your organization uses groups for role-based access or permissions.

5. Send Invite
   Click Send Invite. The user will receive an email with instructions to create their account and set a password.

Click through the interactive video below for a step-by-step guide.

Use Case Examples

• An admin invites a new dispatcher to manage carrier loads.

• A CSR is onboarded and assigned to the customer support group.

Best Practices

• Use groups and roles to control access to sensitive data and tools.

• Revoke or update access as team members change roles or leave the company.

• Double-check email spelling before sending the invite.

Common Issues & Troubleshooting

The invited user didn’t receive their email—what should I check?

Ask them to check their junk/spam folder. If it's still missing, re-send the invite from the same Settings page.

I invited someone with the wrong email—can I fix it?

Deactivate the user and re-send it with the correct address.

What if I’m not sure which role to assign?

Check out our article on User Roles & Permissions. It will help you find the perfect fit for your team member!