Admin
Maintains users and the operating setup for group and trip records.
Can
- Manage Users, People, Parties, Vehicles
- View pilgrimage groups, pilgrim services, Trips, trip stops, transport documents, delivery evidence, trip charges, exchange rates
- Pilgrimage / Religious Tourism
- Roles and permissions
Who can do what in Pilgrimage / Religious Tourism
Separate group planning, dispatch, driving, document review and charge review.
How permissions work
Group planning
Group Coordinator maintains group travel details and service arrangements.
Dispatch decision
Dispatcher reviews the assigned vehicle and driver and approves a trip before scheduling it.
Journey record
Driver records actual movement and the recipient handoff for assigned trips.
Financial review
Operations Manager reviews authorized charge lines against completed journeys before invoicing.
Document check
Document Verifier opens trip files and records who verified them.
Who can do what
| Role | Group Planning | Pilgrim Services | Trip Dispatch | Fleet and People | Trip Execution | Delivery and Charges |
|---|---|---|---|---|---|---|
| Admin | Edit | View | Edit | Edit | View | View |
| Dispatcher | Edit | Edit | Approve | Edit | Approve | Edit |
| Driver | — | — | Edit | View | Edit | Edit |
| Group Coordinator | Edit | Edit | View | View | View | — |
| Operations Manager | View | View | View | View | View | Edit |
| Document Verifier | View | — | View | Edit | View | — |
Each role in detail
Dispatcher
Prepares group travel and decides trip dispatch after checking the assigned vehicle and driver.
Can
- Manage pilgrimage groups, pilgrim services, Trips, trip stops, transport documents
- View People, Parties, Vehicles, delivery evidence, trip charges
Reviews and approves
- Approve Trips
Starts on: Requested Trips
Driver
Records actual movement and the delivery handoff for assigned trips.
Can
- Manage trip stops, delivery evidence
- View Trips, transport documents
Starts on: Scheduled Trips
Group Coordinator
Maintains the group and the services arranged around its travel dates.
Can
- Manage pilgrimage groups, pilgrim services
- View Trips, People, Parties
Starts on: Pilgrimage Group Calendar
Operations Manager
Reviews delivery and the authorized charge lines before invoicing.
Can
- Manage trip charges
- View Trips, trip stops, delivery evidence, transport documents, pilgrimage groups, pilgrim services
Starts on: Requested Trips
Document Verifier
Checks the files attached to a journey and records the verifying person.
Can
- Manage transport documents
- View Trips, People
Starts on: Transport Document Review
Set up Pilgrimage / Religious Tourism your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.