Connectors

Roles and access

The roles, what each can see and do, project-scoped access, and switching between workspaces.

The platform uses role-based access. A role is a named bundle of permissions assigned to a member; it decides which parts of the platform a person can reach and which actions they can take. This guide describes the roles at a user altitude.

The roles

RoleWhat it can see and do
Tenant adminFull workspace access, including team settings, integrations, billing, and the audit log.
DispatcherDispatch operations: the active-trips queue, alerts, and the fleet roster.
DriverA minimum-necessary view: just the asset, status, and site detail a driver needs.
BillingThe usage ledger and billing detail.
AuditorRead the audit log. No data changes.
Tenant switcherSwitches the active workspace for an account enabled to work across more than one workspace. Granted separately from the roles above; most accounts do not have it. See Switching between workspaces.
Roles map to least privilege: each role grants the minimum needed for the job, and broad access is the exception. Operations views also scope their columns to the viewer's role, so a driver and a dispatcher looking at the same board see different amounts of detail.

Project-scoped access

Beyond roles, access can be scoped to a project. A project is private to its owner by default and can be shared so anyone in your workspace can read it. Reference files in a project follow the same visibility. See Projects.

How access is enforced

Your role and your active workspace are resolved on the server for every request, never chosen by the browser. That is why you cannot widen your own access by changing something on the page: the decision is made server-side, and every access is recorded in the audit log.

Switching between workspaces

If your account is enabled to work across more than one workspace, you can switch the active workspace. When you switch, everything follows the new scope: the records you see, your chats, the audit log, and usage all change together. The active workspace is the one the server resolved for you, so the switch is validated server-side.

See also