Roles & Permissions

Nomora has five roles: Admin, Member, Mechanic, Admin viewer, and Viewer. Each role comes with a fixed set of permissions that control which pages and actions a team member can access.

Roles

Admin

Full access to everything in the organization. Use this role for owners, managers, and anyone who needs to handle billing or settings.

Admins can:

• Access every page (Dashboard, Bookings, Vehicles, Customers, Maintenance, Finances, Tasks, Settings)
• Create, edit, and delete records on every page
• Manage organization settings and integrations (GPS trackers, payment providers, etc.)
• Invite, remove, and change roles for other team members
• View and manage finances and invoices

Member

Day-to-day operational role for staff who handle bookings, vehicles, and customers, and invoice the bookings they handle, but should not see settings.

Members can:

• View the Dashboard
• View and manage Bookings
• View and manage Vehicles
• View and manage Customers
• View and manage Maintenance
• View and manage Tasks
• Manage vehicle Blockouts
• View Finances, create and edit invoices, and log expenses

Members cannot access organization Settings and cannot delete invoices. In Finances they do not see the expense overview or the toll import.

Mechanic

Limited role for mechanics and maintenance staff. Focused on maintenance and tasks, with edit access to existing vehicles and read-only access to bookings for context.

Mechanics can:

• View Vehicles and edit existing vehicle details (cannot add or delete vehicles)
• View Bookings (read-only)
• View and manage Maintenance
• View and manage Tasks
• Manage vehicle Blockouts

Mechanics cannot access the Dashboard, Customers, Finances, or Settings.

Admin viewer

Read-only role for someone who needs to see how the whole business runs without being able to change it: an owner who is not in the day-to-day, an accountant, an auditor.

Admin viewers can:

• Open every page an Admin can, including Settings, Finances, statistics and the Activity log
• Open any booking, vehicle or customer and read everything on it
• Download documents, issued invoices, reports and exports
• Open a booking’s customer link to see the page the customer sees

Admin viewers cannot create, edit or delete anything, send emails or SMS, take payments, or sync with a provider. A few things are kept back from them entirely:

• Provider credentials in Settings show as Configured or Not configured, never the key itself
• A customer link cannot be copied, sent, changed or revoked
• Payment links show their amount and status, and cannot be copied or opened
• A built-in invoice that is still a draft cannot be downloaded, because the first download marks it sent
• Billing, the Nomora assistant and task assignment are not available

Viewer

Read-only role for someone who needs to follow the day-to-day without being able to change it. A Viewer sees what a Member sees and can change none of it.

Viewers can:

• Open the Dashboard, Bookings, Vehicles, Customers, Maintenance, Tasks and Finances pages, as a Member can
• Open any booking, vehicle or customer and read everything on it
• Download documents and issued invoices
• Open a booking’s customer link to see the page the customer sees

Viewers cannot open Settings, the Activity log, revenue figures or statistics, which only an Admin and an Admin viewer see. Like an Admin viewer, they cannot create, edit or delete anything, send emails or SMS, or take payments, and the same limits apply to customer links, payment links, the Nomora assistant and task assignment.

Someone in either view-only role sees a View only badge at the bottom of the sidebar. Buttons that change something are hidden or disabled for them.

Page Access at a Glance

• View — Read the page and its data
• Edit (Vehicles only) — Modify existing vehicle details, but cannot add or delete vehicles
• Manage / Full — Create, edit, and delete records

Members are automatically redirected to the first page they have access to when logging in.

Finances for Members. “View” covers the page. Members also create invoices from bookings, email them, mark them paid or cancel them, and add, edit and delete expenses. Deleting an invoice takes an Admin.

Changing a Member’s Role

To move someone between roles, see Managing Permissions.