Operations

Users & roles

Manage who has access and what they can do.

Status
Last sign-in
Member since
lock Sign-in is managed via SSO (Cloudflare Access)

group Team

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verified_user What each role can do

Super-admin

  • check Everything Admin can do
  • check Manage users & roles
  • check Hard-delete records

Admin

  • check Quotes, invoices, statements
  • check Confirmations & clients
  • check Schedule & dashboard
  • close No user management
  • close Void only (no hard-delete)

Dispatcher

  • check Schedule & trip lifecycle
  • check Confirmation operational fields
  • check View clients
  • close No quotes / invoices / finances
  • close No user management