Roles and permissions

Who can see and do what in DriveGo: agency, customer and company roles explained simply, plus the information only some roles can see.

Everyone who uses DriveGo has a role. Your role decides which screens you see, which information is shown and which actions you can take. DriveGo applies these rules itself: restricted information is not just hidden on screen, it is never sent to you.

The roles

Role	Who	What they see
Guest	Anyone without an account	Cars from verified agencies, agency pages and cars for sale. They can prepare a booking but must sign in to confirm it.
Individual customer	A person renting for themselves	Their bookings, invoices, documents and favourites.
Company admin	The person who manages a business account	All company bookings, its drivers, its invoices and its negotiated rates.
Company member	A colleague added by the admin	The bookings where they are the driver, and their invoices.
Agency owner	The person who registered the agency	Everything, for all their agencies and sites: fleet, bookings, teams, finance.
Agency manager	Staff member running an agency's operations	Their agency's operations and bookings. Not the finance settings or costs.
Finance manager	Staff member in charge of an agency's accounts	Their agency's finance, invoices, payments and insurance costs.
Fleet manager	Staff member in charge of an agency's cars	Their agency's cars, maintenance, availability and damage.
Agency employee	Staff member working in the field	Only the tasks assigned to them: handovers, returns, inspections, damage, accidents.

The DriveGo team checks agencies and companies before they go live and handles disputes. It is not one of the app's roles.

One person, several spaces

The same person can be a manager in one agency and an employee in another, or rent a car as a customer while running an agency. In that case Switch space offers Customer, Company, Agency or Field, without a second account. Inside an agency, what counts is your role in that agency.

What each agency role can do

Action	Owner	Manager	Finance	Fleet	Employee
Create an agency and request its verification	Yes	No	No	No	No
Add a site (branch, airport counter, pickup point)	Yes	No	No	No	No
Edit the agency's details	Yes	Yes, except tax and currency	No	No	No
Add and edit cars	Yes	Yes	No	Yes	Read only, plus notes on the car
Block or release availability dates	Yes	Yes	No	Yes	No
See rates	Yes	Yes	Yes	Yes	No
Create and edit rates	Yes	Yes	No	No	No
See the agency's bookings	Yes	Yes	Yes	Yes	Only those of their tasks
Confirm, close or flag a booking as disputed	Yes	Yes	No	No	No
Assign, reassign, reschedule or cancel a handover	Yes	Yes	No	No	No
Move a handover forward in the field	Yes	Yes	No	No	Yes, on their tasks
Carry out an inspection	Yes	Yes	No	Yes	Yes, on their tasks
Approve an inspection or ask for a correction	Yes	Yes	No	Yes	No
Report damage	Yes	Yes	Yes	Yes	Yes
Review damage, mark it repaired	Yes	Yes	Yes	Yes	No
Approve a repair, charge the customer or waive the charge	Yes	No	Yes	No	No
Create and follow maintenance	Yes	Yes	No	Yes	Read only
Report an accident	Yes	Yes	No	Yes	Yes
Complete accident stages 1, 2, 4 and 8	Yes	Yes	No	No	Yes
Complete stages 3, 5, 6, 7 and 9	Yes	Yes	No	No	No
Skip an accident stage, with a note	Yes	No	No	No	No
See insurance policies	Yes	Yes, without premium or deductible	Yes	Yes, without premium or deductible	Yes, without premium or deductible
Create and edit insurance policies	Yes	No	Yes	No	No
See cars' insurance fees	Yes	Yes	Yes	Yes	No
Create and edit insurance fees	Yes	Yes	Yes	No	No
Finance dashboard	Everything, all their agencies	Revenue and invoice status	Everything, their agency	Maintenance and damage costs	Nothing
Record a payment, refund a deposit	Yes	No	Yes	No	No
Record a deposit received	Yes	Yes	Yes	No	No
Publish a car for sale, answer offers	Yes	Yes	No	Yes	No
Mark a car as sold	Yes	No	No	No	No
See the sales history	Yes	Yes	Yes	No	No
Invite a team member	Yes, any role	Only employees	No	No	No
See the team	Yes	Yes	Yes	Yes	No
See employee availability	Yes	Yes	No	No	No

What an employee never sees

An agency employee never sees invoices, payments, financial figures, rates, or the premium and deductible of insurance policies.

What each customer can do

Action	Individual	Company admin	Company member	Guest
Search, see a car, an agency, a car for sale	Yes	Yes	Yes	Yes
See a price for given dates	Yes	Yes	Yes	Yes
Book a car	Yes	Yes	Yes	No, sign-in is asked at confirmation
Book several cars from several agencies	No	Yes	Yes, with themselves as driver	No
See bookings	Their own	All company bookings	Those where they are the driver	No
Cancel a booking	Their own	The company's	No	No
Assign a driver to a booking	No	Yes	No	No
Company profile and verification	No	Yes	Read only, without the credit limit	No
Drivers and members	No	Yes	Their own record	No
Invoices	Their own	The company's, by agency and month	Their own	No
Negotiated pricing offers	No	Yes	No	No
Leave a review	Yes, once per completed rental	Yes	Yes, as driver	No
Favourites and saved searches	Yes	Yes	Yes	No
Make an offer on a car for sale	Yes	Yes	Yes	Yes

How far your access goes in an agency

An owner of several agencies sees all of them together and can pick "All agencies" on the screens that allow it.
A manager, finance manager, fleet manager or employee only sees the agencies where they work, never the owner's other agencies.
An employee only sees their tasks: the handovers and returns assigned to them, the matching bookings, the inspections, damage and accidents they created or that concern their tasks, and their agency's car list, read only.

If you open a link to an agency or booking outside your access, the app shows "Your account cannot perform this action."

Information reserved for some roles

Information	Who sees it
Premium and deductible of an insurance policy	The owner and the finance manager
The price calculation saved with a booking	The agency (owner, manager, finance), never customers
A car's accounting references	The owner
Amount charged for damage	The agency; the customer only once the damage is charged to them
A company's credit limit	The company admin, not members
Who owns an agency	The agency, never customers or guests

Account type chosen	Role received	What is created
Individual	Individual customer	Your customer record
Company	Company admin	The company profile, as a draft, to be verified
Agency	Agency owner	The agency, as a draft, to be verified before it goes live

Agency employees never sign up by themselves. The owner, or the manager for an employee, invites them from the app; they receive an email with a one-time link to choose their password. See Team.

Approvals

Subject	Steps	Who does what
Agency verification	Draft, Submitted, Under review, Verified or Rejected; a verified agency can be Suspended then restored	The owner sends, and sends again after a rejection; the DriveGo team decides
Company verification	Draft, Pending, Verified or Rejected	The company admin sends; the DriveGo team decides
Damage	Reported, Under review, Repair approved, Repaired, then Charged to customer or Waived	The employee only reports; the owner or finance manager approve, charge or waive
Accident follow-up	Nine stages in order	Employee: stages 1, 2, 4 and 8; manager or owner: stages 3, 5, 6, 7 and 9

Each status is described in Statuses; the nine stages in Accident follow-up.