Users, roles, and permissions
Trakora ships with a tested role catalogue covering the most common Tanzanian business shapes — owner, manager, dispatcher, technician, driver, finance, viewer. This article covers the roles, how to invite users, and how to switch workspaces.
1. Role catalogue
- org_owner — full control, including billing and workspace deletion. Usually the founder/CEO. Limit to 1–2 people.
- org_admin — full control except billing. Best for IT or operations leads.
- manager — can view all data, edit operational records, run reports. Cannot manage users or billing.
- dispatcher — fleet operations: assign trips, monitor live map, send alerts. Cannot edit master data.
- technician — installs and commissions devices. Can write to the device registry, cannot read business data.
- driver — uses the Driver mobile app only. Sees only their assigned vehicle and trips.
- cashier — uses the POS only. Cannot view back-office.
- finance — invoices, reconciliations, exports. Read-only on operational data.
- viewer — read-only across the workspace. Useful for external auditors or board observers.
You can create custom roles at Admin → Roles → New with fine-grained per-module permissions.
2. Invite a user
- Admin → Users → Invite.
- Email and phone (phone optional).
- Pick role(s). A user can have multiple roles in one workspace.
- Pick scope — whole workspace, one location, or one team.
- Send. The invitee receives an email and SMS with a one-tap accept link.
The invite expires in 7 days.
3. Resend or revoke an invite
Admin → Users → Pending invites. Resend or revoke as needed.
4. Deactivate vs delete
- Deactivate — preserves the user's history but blocks login. Use when someone leaves the company.
- Delete — removes the user record entirely. Only do this if the user was created in error.
History (which user did what when) is preserved either way.
5. Switching workspaces
If you have access to more than one workspace (e.g. a finance officer at multiple SMEs):
- Click the workspace name top-left.
- Pick the workspace you want to work in.
- Permissions are scoped per-workspace; your role in Workspace A doesn't carry to Workspace B.
6. Audit log
Every administrative action (invite, role change, role deletion, password reset) is logged. Admin → Audit log shows who did what, from where, when. Useful for ISO/SOC-style audits.
Still stuck?
WhatsApp +255 759 702 766 or email support@trakora.co.tz.