🔐 1. Admin
Best for: Company owners or team leads managing your entire company’s profile on the platform.
What they can do:
Full access to all data, settings, and features for your company.
Add, update, and remove users, assets, events, brands, and locations.
View dashboards, financials, and training reports.
Deactivate users and assign roles.
🛠️ 2. Editor
Best for: Team members handling operational data but without full admin permissions.
What they can do:
Create and update users (except Admins), assets, locations, and events.
View dashboards, reports, and booking details.
Cannot delete most records or manage Admin users.
🏢 3. Manager
Best for: Location-specific managers overseeing their own site’s information.
What they can do:
Manage users, assets, and events for their assigned location only.
View training bookings and records relevant to their site.
Cannot access sensitive employee data like payroll numbers.
Cannot delete records or manage Admin-level users.
⚠️ Note: If you select the User role, the person will not receive an invitation to the platform. This role is intended for Drivers or other personnel you want to manage or assign to bookings, but who won’t have login access.
🔎 Need help choosing the right role?
If you're unsure which role is right for a team member, feel free to reach out to our support team. We're happy to guide you through the setup.