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Jeevi Help CenterTravelOS Support
Administration & Setup

Understand users, roles and approvals

Keep access simple by assigning each user only the workspace needed for their job while retaining controlled administrative oversight.

Best for: Master & Super Admin5 min readUpdated · v0.7.1
Understand users, roles and approvals interface guide
Jeevi interface guide - select the screenshot to open a larger view.

Role-based access

Reservations, Fleet Coordination, Drivers, Agents, Fleet Managers and Customers each receive a focused workspace.

Administrative oversight

Super Admin can oversee operational portals. The designated Master Admin retains core system authority and the normal system dashboard.

Agent approval

Agent access can follow a staged approval process so commercial terms and activation are controlled before orders can be created.

Walkthrough

Step by step

  1. Open Users & Roles.

  2. Create or review the user.

  3. Assign the correct Jeevi role.

  4. Test the account in its own portal.

  5. Adjust access only when the role changes.

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