Set Up a Team

A team groups together the people and vehicles needed to fulfill orders from a specific fulfillment center or service area. It can contain drivers, dispatchers, vehicles, and orders.

For example, you can define a team as all orders and drivers assigned to a few stores in a small neighborhood. Or a team might consist of refrigeration trucks, their drivers, and orders of perishable goods. If you use carriers, you can define delivery terms to assign a team's orders to specific carrier and then use the carrier selector to automatically choose the best one for each order.

To fulfill an order, you must assign it to a team, then Bringg can assign it to a route and driver or to a carrier.

Dispatchers only see drivers and orders assigned to their teams. If a driver belongs to multiple teams, the dispatcher or driver can choose which team to join at the start of each shift.

Set up a team

 

Before You Begin

• Define your fulfillment network in Bringg. For example:
  • Determine if you group teams by individual fulfillment centers, service area, or type of service.
  • (Own Fleet only) Decide if drivers can belong to more than one team, and if they are allowed to choose the team to join for each shift.
  • Determine if dispatchers are connected to only one team or a group of teams.
  • Determine if you are using Own Fleet or carriers or both. If you are using a carrier, make sure you are connected with them in Bringg. 
  • Define the team's name and ID, address, contact phone number, and time zone. Bringg uses this information to connect incoming orders with the right team.
• (Optional) Create vehicle profiles, which you can later assign to your team's vehicles.
• (Optional, Own Fleet only) Define and set up skills for drivers and vehicles.
• Confirm you have a Bringg user of type Admin.
• Add dispatchers and drivers as users in Bringg.

Create a Team

Step 1: Navigate to Resources > Drivers > Teams.

Step 3: Reload the page to see the new team and its Bringg ID in the list.

Step 4: (Recommended) To add the External ID, which is the team ID that other systems in your organization might use, select the team name or ID in the list and add the details in the Info tab.

Add external ID

 

Assign Orders to a Team

You can automatically assign orders to a team using the team ID or the order's destination.

Connect a team with carriers

(Delivery Hub only) Configure Carrier Selector rules to automatically assign all orders with specific attributes (like assigned team) to a prioritized list of carriers. 

 Add Resources to a Team

(Own Fleet and hybrid only) Add drivers and a dispatcher to a team so that Bringg can automatically assign them the team's orders.

Add dispatchers

Step 1: Navigate to Settings > Users and select the dispatcher's name.

Step 2: Select EDIT DRIVER, then begin typing the team name next to Driver Teams. Select the team name, then select Save.

Tip

To assign a dispatcher to several teams without granting admin permissions, assign them to a group of teams.
To do this, contact your Bringg customer service representative to set up a team that contains sub-teams. Then open the Info tab of the sub-team and choose the Parent Team.

Select a parent team

Add drivers

Add a driver to a team

Step 1:  Navigate to Drivers and select the driver's name.
Step 2: Select EDIT DRIVER, then begin typing the team name next to Driver Teams. Select the team name, then select Save.

Add vehicles

You can add vehicles to your Own Fleet team.

Step 1: To add a vehicle to a team, navigate to Drivers > Teams, select the team, navigate to the Vehicles tab, and select Add Vehicle.

Step 2: (Optional, Own Fleet only) To add multiple vehicles, select Import Vehicles CSV.

Format the CSV file according to the following order (with no spaces in between items):

Name,Color,Model,UserID,ExternalID,VehicleType,ID,TeamID,CompanyID,LicensePlate,"Skills"

For example: Vehicle1,White,Isuzu,12345,,Van,67891,112233,123ABC,"Refrigerated,Snow Tires"

• Do not include a header column
• Format the list with a comma between each item, and no spaces.
• Enter two successive commas to denote a blank value.
• You assign skills  to drivers and vehicles, so that Bringg can match them to orders which require the same skills. To assign a skill to a vehicle, enter the string exactly as listed in Bringg, and place quotation marks around it. For multiple skills, place the quotation marks at the beginning and end of the list of strings. Learn more.

Step 3:  To allow drivers to choose a team to join at the start of each shift, contact your Bringg customer service representative.

Step 4: To assign a service area to a driver on a team, access the Drivers tab of the team page and select Assign Area to choose a service area.

Assign a service area to a driver