Roles and who sees what
You will be able to: Describe the seeded roles and the job each one does; Explain which information is hidden from roles without the matching right; Choose the right role for a new employee.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
A workshop has more than one kind of worker, and not all of them should see prices, customer phone numbers or the books. Zeyto Garage Pro ships with seeded roles so that a small garage can give each person the right access on the first day. The server enforces access; the menu only hides what a person cannot open.
The garage roles
| Role | Typical person | What the role is for |
|---|---|---|
| Admin | Owner or manager | Everything, including settings and overrides |
| Service Advisor | Front desk | Check-in, estimates, approvals, invoices and receipts of the job |
| Garage Cashier | Counter | Takes money, makes and prints the job invoice, closes the day |
| Workshop Manager | Foreman | Everything a technician does plus managing the workshop, holds, quality checks, issuing and buying parts for jobs |
| Technician | Mechanic on the floor | Sees jobs and cars, clocks work, fills checklists, prints the job sheet |
| Security Guard | Gate | Checks a gate pass by number or plate and nothing else |
Zeyto also carries a few roles inherited from its business software, such as Sales and Accountant. They can see some garage lists, but they are not the garage's own roles, and the Cashier (POS) role is not offered for a new garage user.
What is hidden, and from whom
- Prices and amounts need the garage price right. A Technician does not hold it, so estimates, billing and balances show no money. Even the message that stops a car at the gate says only that the car cannot leave yet and to ask the cashier.
- Supplier costs need the cost right on top of the price right.
- Customers' phone, mobile, e-mail and TRN need the customers right. The Technician and the Security Guard do not hold it, though the customer's name stays on the job.
- Insurance details, such as claim and police report, need the insurance right.
Try it in the demo
- Open the Garage demo at https://garage.zeyto.app and find Settings, then Users & Permissions, if your demo sign-in allows it.
- Look at the list of roles and open one to see which keys it holds.
- If you can, compare the menu of a manager sign-in with the menu of a technician sign-in and note what disappears.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Six garage roles cover a small workshop: Admin, Service Advisor, Garage Cashier, Workshop Manager, Technician and Security Guard.
- Technicians never see prices, and supplier costs need an extra cost right.
- Customer contact details are hidden from roles without the customers right.
- The server decides access; hiding a menu entry is not the protection.
Check yourself
4 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. Which role is meant for a mechanic who should see jobs and clock work but never see prices?
2. Which role is limited to checking a gate pass by number or plate?
3. Which of these can a Technician do in the seeded role?
Select all that apply.