Users Roles and Access

User License Types

There are 2 user license types in VersaFleet:

  • Enterprise User
    1. Admin
    2. Edit-Operator
    3. Operator
  • Limited User
    1. Operations Support
    2. Customer Support
    3. Read Only
    4. Finance

User Roles

User roles determine the access level or permissions of a person authorised to use certain functions in VersaFleet Command and Plan.

Broadly, there are 3 teams:

  1. Operations Team
  2. Support Team
  3. Finance


Operations Team

User Roles
AdminEdit-OperatorOperatorOperations Support
DashboardCan editCan editCan editCan edit
Planning
Map
Pending
Tasks / Jobs
Runsheets

Can plan
Can approve / reject
Can edit job / task after completion
Can view

Can plan
Can approve / reject
Can edit job / task after completion
Can view

Can plan
Can approve / reject
Can plan
Can view

Can create / update only
Can approve / reject
Can create / update only
Hidden
Fleet Management
Map
Vehicles
Drivers

Can view
Can edit
Can edit

Can view
Can edit
Can edit

Can view
Can edit
Can edit

Hidden
Hidden
Hidden
Customers / AccountsCan editCan editCan editHidden
Settings
General
Our Locations
Notifications
VersaDrive
Users
Add-ons

Can edit
Can edit
Can edit
Can edit
Can view
Can edit

Can edit
Can edit
Can edit
Can edit
Can view
Can edit

Can edit
Can edit
Hidden
Can edit
Can view
Can view

Hidden
Can edit
Hidden
Hidden
Can view
Can view
Manage Billing
Subscriptions
Triggers

Can make payment
Can make payment

Can view
Can view

Can view
Can view

Can view
Hidden
Task InvoicesCan invoiceHiddenHiddenHidden
IntegrationsCan editCan editCan editCan edit
ArchivesCan editCan editCan editCan unarchive jobs / tasks only


Support Team

User Roles
Customer SupportRead Only
DashboardCan view           Can edit
Planning
Map
Pending
Tasks / Jobs
Runsheets

Can view
Can view
Can view
Hidden

Can view
Hidden
Can view
Hidden
Fleet Management
Map
Vehicles
Drivers

Hidden  
Hidden
Hidden

Can view
Can view
Can view
Customers / AccountsHidden   Can view
Settings
General
Our Locations
Notifications
VersaDrive
Users
Add-ons

Hidden  
Hidden
Hidden
Hidden
Hidden  
Hidden

Can view
Can view
Can view
Can view
Can view
Can view
Manage Billing
Subscriptions
Triggers

Hidden
Hidden

Hidden
Hidden
Task InvoicesHiddenCan view
IntegrationsHiddenCan view
ArchivesCan viewCan view


Finance Team

User RolesFinance
DashboardCan edit
Planning 
Map
Pending
Tasks / Jobs
Runsheets

Hidden
Hidden

Can invoice
Hidden
Fleet Management
Map
Vehicles
Drivers

Hidden
Can view
Can view
Customers / AccountsCan edit
Settings
General
Our Locations
Notifications
VersaDrive
Users
Add-Ons

Can edit
Can edit
Can edit
Can view
Can view
Can view
Manage Billing
Subscriptions
Triggers

Can make payment
Can make payment
Task InvoicesCan edit
IntegrationsCan view
ArchivesCan view


Access Rights Description

Access RightDescription
Can viewAble to download / export
Can editAble to edit, archive / unarchive or delete
Unable to assign roles
Can planAble to create, import and edit jobs
Able to assign tasks to drivers
Can create / update onlyAble to create, import and edit jobs and tasks, but unable to assign
Can edit job / task after completionAble to create, import and edit jobs
Able to assign tasks to drivers
able to edit task / job completion
Can approve / rejectAble to approve or reject tasks
Can unarchiveAble to unarchive from Archives
Can make paymentAble to top-up credits and subscribe
Can assign rolesAble to assign roles to users
Can invoiceAble to view and create task invoices
HiddenUnable to see the tab