Team roles and invitations
Invite your office staff, choose what each person can do, and remove access.
- Who:
- Owners and admins
Everyone who works in your office signs in with their own email and password. Chauffeurs don't need an account; they use their private driver link.
The roles
| Role | Can |
|---|---|
| Owner | Everything, including the plan and billing. There's one owner, who can't be removed |
| Admin | Everything the owner can do except remove the owner: prices, payments, driver pay, reports, billing and the team |
| Dispatcher | Bookings, dispatch, live map, customers, drivers and fleet. Sees whether rides are paid, but not prices, driver pay, reports, billing or the team |
| Reservations agent | Takes bookings: rides, standing orders and customers, priced from your rates. Doesn't see dispatch, drivers, driver pay, payments, reports or settings |
| Accountant | Handles the money: invoices, payments, corporate accounts, reports, and viewing driver pay. Sees rides and customers but can't book, dispatch or change anything on a ride except its payments |
These limits are enforced by the database itself, not just by hiding buttons.
Invite someone
- Open Team.
- Under Invite someone, enter their email and choose a role.
- Send. They get an email with a link that works once, for 7 days. They sign in or create a password with that same email, and they're in.
Invites waiting to be accepted are listed under Waiting to accept. Withdraw one to stop its link, or invite the same email again to send a fresh link.
Change or remove
- Change someone's role from the team list. It applies straight away.
- Remove someone and they can't open your company any more.
- You can't remove yourself; ask the owner.
Tip: Owners and admins must use two-step login. Everyone else is encouraged to.