Predefined Roles
Understanding the three built-in roles in every company
Predefined Roles
Every company in Rahal comes with three predefined roles that cover the most common organizational needs.
Overview
| Role | Typical Users | Dashboard Access |
|---|---|---|
| Member | Standard employees | ❌ |
| Manager | Team leads, supervisors | ✅ |
| Admin | Travel managers, HR | ✅ |
Member Role
The Member role is designed for standard employees who need to book travel for themselves and their travelers.
Permissions (6 total)
| Permission | Description |
|---|---|
| Read User Booking Requests | View own booking requests |
| Write User Booking Requests | Submit booking requests |
| Read Travelers | View traveler profiles |
| Write Travelers | Create and edit travelers |
| Read User Passports | View own passports |
| Write User Passports | Manage passport documents |
Capabilities
Members can:
- Search for flights and hotels
- Book travel (subject to policies)
- Submit booking requests when approval is required
- Manage their own travelers
- Upload passport documents
- View their booking history
Members cannot:
- Access the admin dashboard
- View other users' bookings
- Approve booking requests
- Manage company settings
Default Assignment
New users who self-register are automatically assigned the Member role.
Manager Role
The Manager role is designed for team supervisors who need oversight of team travel activities.
Permissions (11 total)
| Permission | Description |
|---|---|
| Access Company Dashboard | Access admin dashboard |
| Read Companies | View company information |
| Read Booking Requests | View all booking requests |
| Process Booking Requests | Approve/reject requests |
| Read Users | View user list |
| Read Travelers | View all travelers |
| Write Travelers | Manage travelers |
| Read User Booking Requests | View own requests |
| Write User Booking Requests | Submit requests |
| Read User Passports | View passports |
| Write User Passports | Manage passports |
Capabilities
Managers can do everything Members can, plus:
- Access the admin dashboard
- View all company booking requests
- Approve or reject booking requests
- View user list (read-only)
- View all traveler profiles
Managers cannot:
- Create or edit users
- Manage roles
- Configure policies or budgets
- Change company settings
Use Cases
- Department heads reviewing team travel
- Supervisors approving travel requests
- Team leads monitoring travel spending
Admin Role
The Admin role has full access to company configuration and user management.
Permissions (27 total)
| Category | Permissions |
|---|---|
| Dashboard | Access Company Dashboard |
| Company | Read Companies, Write Companies |
| Users | Read Users, Write Users, Delete Users |
| Roles | Read Company Roles, Write Company Roles, Delete Company Roles |
| Policies | Read Policies, Write Policies, Delete Policies |
| Budgets | Read Budgets, Write Budgets, Delete Budgets |
| Booking Requests | Read Booking Requests, Process Booking Requests, Update Booking Requests, Read User Booking Requests, Write User Booking Requests |
| Travelers | Read Travelers, Write Travelers |
| Passports | Read User Passports, Write User Passports |
| Delegations | Read Delegations, Write Delegations, Delete Delegations |
Capabilities
Admins have complete control over the company:
- All Member and Manager capabilities
- User account management
- Role creation and assignment
- Policy configuration
- Budget setup and monitoring
- Delegation management
- Company settings
Best Practices
- Limit Admin access to trusted personnel
- Consider creating custom roles for partial admin access
- Use Admin role for travel managers and HR personnel
Customizing Predefined Roles
You can customize the display name and description of predefined roles:
| Customizable | Not Customizable |
|---|---|
| ✅ Display name | ❌ Role code |
| ✅ Description | ❌ Permission set |
To have different permissions than the predefined roles offer, create a custom role instead.
Role Comparison
| Capability | Member | Manager | Admin |
|---|---|---|---|
| Book travel | ✅ | ✅ | ✅ |
| Manage own travelers | ✅ | ✅ | ✅ |
| View own bookings | ✅ | ✅ | ✅ |
| Access dashboard | ❌ | ✅ | ✅ |
| View all bookings | ❌ | ✅ | ✅ |
| Approve/reject requests | ❌ | ✅ | ✅ |
| Manage users | ❌ | ❌ | ✅ |
| Configure policies | ❌ | ❌ | ✅ |
| Manage budgets | ❌ | ❌ | ✅ |
| Create roles | ❌ | ❌ | ✅ |
| Company settings | ❌ | ❌ | ✅ |