Roles & Permissions
Understand what each role can and cannot do. Owner has full access; Staff manages day-to-day operations; Drivers focus on mobile job completion.
Owner
The Owner is the account creator and has unrestricted access to all modules and settings. There is one Owner per account. The Owner can invite and remove team members, manage billing, access all reports, and configure all settings including BACS details, templates, and permits. The Owner role cannot be assigned to an invited member.
Staff
Staff members can perform most day-to-day operational tasks. They can create waste transfer notes, manage clients, schedule collections, and use the H&S module. They cannot access invoicing, billing settings, or team management.
Driver
Drivers have a streamlined mobile-first view focused on completing their assigned jobs. They see their job list, can open job details, collect client signatures on-site, edit EWC codes for specific loads, and conduct daily walkaround checks. Drivers cannot access notes lists, client management, invoicing, or reports.
Can Create Notes Permission
Individual Staff and Driver members can also have the can_create_notes permission flag set. When enabled, the member can create new waste transfer notes in addition to the other permissions for their role. This appears as "Can create notes" under the member email in the team list.
Field Reference
| Field | Required | Description |
|---|---|---|
| Waste transfer notes | No | Create, edit, sign, and delete notes. |
| Clients | No | Add, edit, and manage all client records. |
| Invoicing | No | Create, send, and delete invoices. |
| Fleet | No | Full fleet management including O-Licence. |
| Team | No | Invite, view, and remove team members. |
| Settings | No | All settings including billing and BACS. |
| Reports | No | All reports and exports. |
| Health & Safety | No | Full H&S module access. |
| Waste transfer notes | No | Create, edit, and sign notes. |
| Clients | No | Add and edit client records. |
| Scheduling | No | Create and manage collections. |
| Fleet walkarounds | No | Conduct walkaround checks. |
| Health & Safety | No | Submit near-miss and accident reports. |
| Invoicing | No | No access. |
| Team management | No | No access. |
| Settings | No | No access to billing or BACS settings. |
| Driver job list | No | View assigned jobs for today. |
| Job detail & signature collection | No | Open job details and collect signatures on-site. |
| EWC editing | No | Edit EWC codes on assigned loads. |
| Walkaround checks | No | Conduct and submit daily walkarounds. |
| Transfer runs | No | Record transfer run progress. |
| Notes management | No | No access to notes list or history. |
| Clients, invoicing, fleet settings | No | No access. |