Agree who prepares rides, decides booking scope and reviews evidence.
Dispatcher prepares the journey. Operations Reviewer independently decides its current revision and records the reason. Configure the boundary using staff accounts before the pilot.
Trip Coordinator records pickup progress and completion evidence. Operations Reviewer examines that evidence and follows any discrepancy through the review and receipt records.
Finance Operator maintains payment evidence. Fleet Coordinator maintains driver and vehicle condition records. Give each person the access needed for their operating area.
Admin maintains organization and team membership. Review access to rider details, attachments and partner information explicitly when configuring accounts.
| Role | Ride bookings | Driver dispatch | Trip tracking and completion | Fare and payment evidence | Fleet upkeep | Review and operations |
|---|---|---|---|---|---|---|
| Dispatcher | Edit | Edit | Edit | — | View | View |
| Operations Reviewer | Approve | View | Approve | Approve | — | Approve |
| Trip Coordinator | View | View | Edit | Edit | View | Edit |
| Finance Operator | View | — | View | Approve | — | View |
| Fleet Coordinator | View | Edit | — | — | Edit | View |
| Admin | Edit | Edit | View | View | — | Edit |
Prepares ride bookings and confirms accepted driver and vehicle assignments.
Starts on: Ride booking schedule
Independently reviews booking revisions and reconciles completion and correction evidence.
Starts on: Trip completion review
Records pickup progress, trip events and evidence of completed rides.
Starts on: Ride booking schedule
Reviews fare components and records provider-backed payment outcomes.
Starts on: Draft fare evidence
Maintains driver and vehicle records and follows defects, inspections and planned upkeep.
Starts on: Ride booking schedule
Configures organization, staff membership and access for the agreed operating scope.
Start free, then use Proto to change fields, steps and approvals before your team goes live.