Understanding roles and permissions

Overview

Each user registered in the Partner Portal has a role assigned.

Establishing a proper role for users is immensely important as it determines what actions they are allowed to perform on the Karhoo Platform.

Since different roles accommodate different users' needs, they are naturally divided into two categories:

• Demand Partner roles (users directly or indirectly involved in booking rides)
• Supply Partner roles (users directly or indirectly involved in providing rides)

Based on the type of business the logged-in user represents, only one category of roles will be available for them throughout the Partner Portal.

Demand Partner roles

		Agent	Administrator
Users	List all registered users
	Invite new users to the platform
	Change roles, block and delete users
Trips	Book and manage trips on behalf of passengers

Supply Partner roles

		Operator	Administrator
Users	List all registered users
	Invite new users to the platform
	Change roles, block and delete users
Finances	Browse financial statements
	Download financial statements, trips documents and fee invoices

Assigning roles

Every user gets invited to join Karhoo Marketplace with a preconfigured role set up by the person the invitation was sent by. The initial assignment happens during the invitation process further described in the Inviting new users section of the guide.

The role assigned to each user can be changed at any point in time by administrators in the Partner Portal's users section. As a result, existing users can be granted or denied to access certain Karhoo Platform features.