Roles & Access

Role	What you see	Key actions
Admin	Appointments, Appointment History, Administration, Email Templates, Drivers	Approve/activate users, edit carrier #s, delete users, maintain email templates, schedule/modify/cancel appointments
Security	Drivers	Create carrier check-ins (walk-up drivers)
Standard	Appointments	Request, modify, cancel appointments; view requested appointments

Notes:

• Navigation reflects your role; if you don’t see a menu item you expect, contact an admin to adjust your role.

• Driver SMS flows (welcome/feedback/stop) are triggered by admin/security when adding a driver or automatically after appointments.