1. Tour Operator Software
  2. Roles and permissions
Reference

Who can do what in Tour Operator Software

Responsibilities and decision rights for tour operators, dispatchers and operations teams.

Who can do what

Permissions by role
RoleTour packagesBookingsTrips and dispatchFleet and driversTrip completion and documentsCharges and invoicing
DispatcherEditEditApproveViewEditView
Driver——EditViewEdit—
Evidence Reviewer——View—Approve—
Billing Clerk—EditView——Edit
Operations Manager—ViewEditEditEditView
Admin———Edit——

Each role in detail

Dispatcher

Captures packages and bookings and approves, schedules and dispatches trips.

Can

  • Manage tour packages, tour bookings, Trips, trip stops
  • View Vehicles, People, Parties
  • Access dispatch reports

Reviews and approves

  • Approve Trips

Starts on: Fleet schedule

Driver

Runs assigned trips and records stops and completion evidence.

Can

  • Manage assigned trip stops, delivery evidence
  • View assigned Trips, Vehicles

Starts on: My trips

Evidence Reviewer

Confirms or disputes completion evidence for finished trips.

Can

  • Manage delivery evidence
  • View Trips, trip stops, transport documents

Reviews and approves

  • Approve delivery evidence

Starts on: Evidence reviewer queue

Billing Clerk

Invoices approved trip charges and keeps customer records current.

Can

  • Manage trip charges, Parties
  • View Trips, tour bookings
  • Access billing reports

Starts on: Open trip charges

Operations Manager

Owns the fleet, transport documents and overall operation.

Can

  • Manage Vehicles, People, transport documents
  • View Trips, tour bookings, trip charges, delivery evidence
  • Access operations reports

Starts on: Fleet schedule

Admin

Maintains users and configuration without taking operating decisions.

Can

  • Manage Users, configuration
  • View audit history
  • Access system settings

Set up Tour Operator Software your way.

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