Roles and permissions

Settings → Roles & permissions controls what each person can do. A role bundles two things: which apps the person can access (web dashboard, driver mobile app, or both) and which modules they see in the web portal.

A strip at the top counts your Active roles, Custom roles, Web app users and Mobile app users. The How roles work fold-out recaps the rules below.

System roles

ZeitRide ships with fixed system roles:

• Company Admin — full access to everything, including all settings. This role is fixed — it can't be edited, and admins bypass module permissions entirely.
• Staff — a standard web-office role.
• Driver — the mobile-app driver role.

System roles show a System badge and open read-only with View instead of Edit ("This is a default system role and can't be edited. To customize access, create a new role.").

Creating a custom role

1. Click New role.
2. Give it a Name and Description.
3. Under App access, check Web dashboard and/or Driver mobile app.
4. Set the module permissions (below) and Save.

The Active roles table shows how many web and mobile app users hold each role; use Search roles to find one by name or description. Retire a role with Archive (in the role window) — archived roles move to the Archived roles fold-out, where they can be Restored or Deleted forever once nobody holds them.

Module permissions

The permission editor (Web dashboard modules) has two tabs — Operations and Administration — with a toggle per module, a filter box, and Select all in tab / Clear tab shortcuts. Each module has an Allows: line that says exactly what it opens.

Operations toggles: Dashboard, Live Tracking, Create Trips (assignments and trip creation), Billing & trips, Financial data, Expenses, Members, Reveal member SSN (show a member's full Social Security number; each reveal is recorded in the Activity log), Employees, Time cards, Drivers, Vehicles, Compliance, Maintenance, Routes, Reports, Forms, Inspections, and Map.

Administration toggles: Settings (open the Settings area — many settings pages are still for company admins only), Staff (invite and edit web staff), Roles & permissions itself, and Activity log. Billing & trips also opens Settings → Subscription & billing.

A module that's toggled off disappears from the person's sidebar, and the underlying pages and APIs refuse access — hiding is enforcement, not decoration.

Assigning roles

Roles are assigned on the person's record: Employees → open the employee → the role section on their Access tab (Update role). One role per person; a person needing both office and driving access should hold a role with both app-access boxes checked.

Example role recipes

Note: Some settings pages are admin-only regardless of toggles (integrations, payers, pricing, and other company-level configuration) — those always require the Company Admin role. The Settings menu only lists the pages a person can open.