Charter Coordinator
Manage charter vessels, bookings, customers, and assigned crew without schema or deletion access.
Can
- Manage charter bookings, charter vessels, Parties
- View People
Starts on: Charter Schedule
- Yacht / Boat Charter
- Roles and permissions
Who can do what in Yacht / Boat Charter
Responsibilities and decision rights for charter coordinators, dispatchers, reviewers and drivers at yacht and boat charter operators.
Who can do what
| Role | Charter fleet | Charter bookings | Crew and customers | Transfer dispatch | Delivery evidence and documents | Trip charges |
|---|---|---|---|---|---|---|
| Charter Coordinator | Edit | Edit | Edit | Edit | — | — |
| Dispatch Operator | — | View | View | Edit | Edit | — |
| Delivery and Billing Reviewer | — | View | View | Edit | Edit | Edit |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
| Driver | — | — | — | Edit | Edit | — |
Each role in detail
Dispatch Operator
Schedule and operate trips, stops, vehicles, drivers, and delivery evidence without deletion or schema access.
Can
- Manage delivery evidence, trip stops, Trips, Vehicles
- View Parties, People
Starts on: Trips Awaiting Dispatch
Delivery and Billing Reviewer
Review delivery evidence and transport documents, complete trips, and approve trip charges without deletion or schema access.
Can
- Manage delivery evidence, transport documents, trip charges, Trips
- View Parties
Starts on: Trips Register
Admin
Configures users, roles and access, maintains crew records and corrects records across the app.
Can
- Manage charter bookings, charter vessels, Parties, People, Trips, trip stops, Vehicles, delivery evidence, transport documents, trip charges, Users
- View exchange rates
Driver
Runs assigned guest transfers, records stop arrivals and departures, and submits delivery evidence at the end of a trip.
Can
- Manage delivery evidence, trip stops
- View Trips, Vehicles
Starts on: My Transfers
Set up Yacht / Boat Charter your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.