Who can do what
Roo Admin, Roo Booking and Roo Crew roles, and what each one can see and change.
What someone can do in RooMoverRoo depends on the roles on their user account. There are three RooMoverRoo roles. An Administrator gives them to users in Frappe (User, then Roles) or when creating the user.
The three roles#
| Role | For | Can do |
|---|---|---|
| Roo Admin | The owner | Everything: all office work, plus Settings, prices, integrations, the catalogue, offers, website services, payments by hand, refunds and deleting records. |
| Roo Booking | The booking team | Day-to-day office work: quotes, call backs, the review queue, jobs, the schedule, crew assignments, clients, reports, job openings and applicants. Can view the setup screens but not change them. |
| Roo Crew | Removalists who sign in | Optional. Sees My jobs (their day sheets and jobs). Crew don’t need a login at all: job-sheet links work without one. |
Frappe’s System Manager role counts as Roo Admin in the app, and also keeps access to Frappe Desk at /app.
What only admins can change#
Booking team users can open these screens and read them, but saving or deleting is reserved for Roo Admin (and System Manager):
- Saving Settings, and the Payments (Stripe), Xero, Outlook calendar, Google Maps and Demo data tabs, which only admins can see.
- Adding or editing trucks, rooms, items, SOP steps, price standards and promo codes.
- Editing the website’s service cards and website settings, and revealing or generating the site key.
- On a job: Record payment, Refund and Push invoice to Xero.
- Deleting any record.
If a booking team user tries one of these, they see “Administrator access only.” Anything else they can’t do shows “You are not allowed to do this.”
What the booking team can change#
- Create, edit, email and convert quotes, and record call outcomes.
- Approve, waitlist, cancel, re-open and finish jobs; edit the job sheet; assign crew and truck; send job sheets.
- Create start-of-day sheets on the schedule.
- Add and edit removalists.
- Manage job openings and applicants, including Hire & add to crew.
Clients and crew links#
Some pages are reached by a private link rather than a login. Each link contains a long random code, so only the person it was sent to can open it:
| Page | Address | Sent to |
|---|---|---|
| Quote page | /roo/q/… | The client, with every quote email |
| Feedback and final bill | /roo/feedback/… | The client, after FINISH JOB |
| Crew job sheet | /roo/crew/… | The crew, with the job-sheet email |
| Start-of-day sheet | /roo/day/… | The driver, copied from the Schedule |