Roles and access in Assist

Assist uses roles to control what a user sees and can do in the app.

Roles can be combined. That means a user can hold several roles at the same time, and then gets the access from all of them.

Example: a user who has both Driver and Operator can use the driver flow and work with dispatch and office tasks.

The most important special rule is this:

Users who only have the role Driver get a pure driver view. They see their own jobs, job history, navigation, notifications and account settings, but not the office and administration pages.

In brief

Role	Suits	In brief
Driver	Drivers out in the field	Sees and follows up their own jobs.
Operator	Traffic controllers and dispatch	Creates, plans and follows up jobs.
Accounts	Accounts and office users	Works with orders, invoices, cash orders, journalling and registers.
Admin	Station administrators	Administers the station, users, roles, jobs, network and registers.

Access matrix

Key: ✅ the role grants access, ❌ the role does not grant access on its own.

Roles can be combined. If a user has several roles, they get the combined access from all the roles added.

Area	Driver	Operator	Accounts	Admin
My jobs and job history	✅	❌	❌	❌
Accept or decline your own jobs	✅	❌	❌	❌
Choose your own vehicle and status	✅	❌	❌	❌
Update job status	✅	❌	❌	❌
Navigation	✅	❌	❌	❌
Notifications and account settings	✅	✅	✅	✅
Overview, map and dispatch	❌	✅	✅	✅
Create jobs	❌	✅	✅	✅
Edit jobs and assignments	❌	✅	✅	✅
Assign or change the driver	❌	✅	✅	✅
Complete jobs	❌	❌	✅	✅
Storage and storage overview	❌	✅	✅	✅
Requests received and sent	❌	✅	❌	✅
Order form and the Assist network	❌	❌	❌	✅
Invoicing	❌	❌	✅	❌
Cash orders	❌	❌	✅	❌
Journalling and export	❌	❌	✅	❌
Contacts and customers	❌	❌	✅	✅
Products and contracts	❌	❌	✅	✅
Service vehicles	❌	❌	✅	✅
Registers	❌	❌	✅	✅
Finance and export settings	❌	❌	✅	✅
Integrations	❌	❌	✅	✅
Importing contacts and products	❌	❌	✅	✅
Station settings	❌	❌	❌	✅
Users and invitations	❌	❌	❌	✅
Change user roles	❌	❌	❌	✅

What can each role do?

Driver

The Driver role is built for users working on their own jobs out in the field.

A driver can, among other things:

see their own active jobs
see their job history
accept or decline assigned jobs
choose the active vehicle
set themselves to On duty or Off duty
update the job status
see the address, route, ETA and contact details
use navigation
read and add notes
see files, assistance, service info and payment and order information on their own jobs

A user with only the driver role cannot create jobs or see the station's other jobs.

If the driver also needs to work with dispatch or office tasks, add the role Operator.

Operator

The Operator role suits traffic controllers and others who handle day-to-day operations.

An operator can, among other things:

use dispatch
create jobs
edit jobs and assignments
assign or change the driver
follow up active jobs
use the operations map
see drivers and operators
put an operator on duty
send and follow up network requests
see the job archive, jobs, drafts and activity log

The Operator role does not give full accounts access on its own. If the user also needs to work with invoicing, cash orders and journalling, add the role Accounts.

Accounts

The Accounts role suits users who work with orders, invoices, customers, products and export.

An accounts user can, among other things:

see orders
work with invoices
work with cash orders
journal and export
complete jobs
manage customers and contacts
link customers to the accounting system
maintain products and contracts
administer the relevant registers
configure finance and export settings
work with integrations and imports

The Accounts role does not give access to manage users or station settings on its own. That requires the role Admin.

Admin

The Admin role suits station administrators and managers who need to control the setup and access at the station.

An admin can, among other things:

manage users and invitations
change user roles
edit station settings
work with jobs, dispatch and the map
complete jobs
send and follow up network requests
manage the order form and the Assist network
manage customers, products, contracts, vehicles and registers
configure export settings and integrations

The Admin role does not give the dedicated accounts pages on its own. If the user also needs to work with invoicing, cash orders and journalling, add the role Accounts.

Recommended role combinations

Need	Recommended role
The user only needs to see and carry out their own jobs	Driver
The driver also needs to create and follow up jobs	Driver + Operator
The user works with dispatch but not accounts	Operator
The user works with invoicing, orders and journalling	Accounts
The user administers the station and its users	Admin
The user both administers the station and works with accounts	Admin + Accounts
The user both administers the station and works with dispatch	Admin + Operator

Common questions

Why can't the driver see the station's jobs?

If the user only has the role Driver they only see their own jobs. This keeps the driver view simple and relevant.

If the driver also needs to see the station's jobs or create jobs, add the role Operator.

Why can't the user see invoices or cash orders?

Invoicing, cash orders and journalling require the role Accounts.

Why can't the user invite other users?

User administration requires the role Admin.

Can a user have several roles?

Yes. Roles can be combined, and the user gets the combined access from all the roles added.

Which role should we use if we are unsure?

Start with the narrowest role the user needs. It is better to add more roles later if the user is missing a menu or an action they genuinely need.