User Roles & Permissions

Define roles and control access

Create admin, manager, and worker accounts with the right permissions for your work system.

Create the roles your system needs

Set up admins, managers, workers, customers, or any user type your workflow requires.

  • • Admin and manager accounts
  • • Worker and customer roles
  • • Custom role names
Role setupLive
AdminAdmin
ViewAssignApprove
ManagerManager
ViewAssign
WorkerWorker
View
ViewAssignApprovePayAdminManagerWorker

Control what each role can do

Decide who can view, assign, approve, edit, pay, or manage work across your platform.

  • • Access controls
  • • Role-based permissions
  • • Approval rights

Add managers and operators

Give team members the right access to manage workers, requests, approvals, and daily operations.

  • • Manager accounts
  • • Operator access
  • • Team-level controls
Team access
ManagerManager
Active
RequestsFinance
OperatorOperator
Assigned
CommunityOperations
Role naming
Driver
Expert
Coach
Vendor
Field Staff
Manager
Preview
Join as DriverCoach

Name users your way

Use role names that match your business, from drivers and experts to coaches, vendors, or field staff.

  • • Custom labels
  • • Use-case specific roles
  • • Branded user structure

Questions about User Roles & Permissions

What are User Roles & Permissions?

They let you define who uses your platform and what each person can access or manage.

Can we create custom role names?

Yes. You can name roles based on your business, such as drivers, experts, managers, vendors, or field staff.

Can managers have different permissions?

Yes. Each manager can have access based on what they need to manage, approve, or review.

Can workers have limited access?

Yes. Workers can only see the parts of the platform they need, such as tasks, shifts, payments, or onboarding.

Can we add internal and external users?

Yes. You can support internal teams, external workers, managers, customers, and operators in one system.

Can permissions change later?

Yes. Roles and access can be updated as your work system grows.

Ready to build your work system?