Admin
Maintains carrier organizations, authenticated team membership and shared resource setup.
Can
- Manage Organizations, team members, Users, Resources
- View Bookings, route departures, operation receipts
- Bus / Coach Management
- Roles and access
Who can do what in Bus / Coach Management
Assign booking ownership, dispatch preparation and independent departure review within each carrier organization.
How permissions work
Organizational ownership
Link each team member to the authenticated user and carrier organization. Agree the bookings and resource records that person needs for their work.
Preparation and decision
The Booking Coordinator owns customer information and the Dispatcher prepares the staffed departure. The Departure Reviewer makes the independent release decision.
Evidence handling
Finance Reviewers reconcile provider events. Operations Managers investigate service outcomes and unresolved operation receipts with the responsible Dispatcher.
File visibility
Internal and Shared attachments remain subject to the booking's access rules. Check the intended audience before changing a document's visibility.
Administrative setup
Admin maintains organizational membership and resource setup. Assign business decision responsibilities explicitly rather than inferring them from administrative access.
Who can do what
| Role | Booking desk | Resource reservations | Departure planning | Departure review | Payment evidence | Operations evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | — | Edit |
| Booking Coordinator | Edit | Edit | View | View | Edit | Edit |
| Dispatcher | Edit | Edit | Edit | Edit | View | View |
| Departure Reviewer | View | View | Approve | Approve | View | Edit |
| Finance Reviewer | View | — | — | — | Edit | View |
| Operations Manager | Edit | View | View | View | Edit | Edit |
Each role in detail
Booking Coordinator
Owns customer booking details, service windows and the supporting booking information handed to dispatch.
Can
- Manage Bookings, booking resources, record attachments
- View Resources, route departures, review decisions, operation receipts
Starts on: Departures to prepare
Dispatcher
Prepares resource reservations and staffed departures for independent release review.
Can
- Manage Resources, booking resources, route departures
- View Bookings, team members, review decisions, operation receipts, record attachments
Starts on: Departures to prepare
Departure Reviewer
Independently decides on submitted departure readiness against the current booking and departure revisions.
Can
- Manage review decisions
- View Bookings, booking resources, Resources, route departures, operation receipts, record attachments
Reviews and approves
- Approve route departures
Starts on: Departure review
Finance Reviewer
Reconciles provider payment evidence with the booking and investigates unverified or conflicting events.
Can
- Manage payment evidence
- View Bookings, operation receipts, record attachments
Starts on: Completed bookings
Operations Manager
Oversees booking outcomes and follows unresolved operating evidence with the responsible team.
Can
- Manage Bookings, record attachments
- View Organizations, team members, Resources, booking resources, route departures, review decisions, operation receipts, payment evidence
Starts on: Departure review
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