Roles and permissions
HealthRide has six roles — Owner, Admin, Office, Dispatcher, Billing, and Viewer — and you change someone's role from Settings under Team, in the Members list.
Every person on your team has a role. The role decides what they can see and do in HealthRide.
The six roles
- Owner — full access, including billing and company settings. Every company has at least one owner.
- Admin — manages the team, settings, and daily operations.
- Office — manages passengers, trips, and scheduling.
- Dispatcher — assigns and dispatches trips to drivers.
- Billing — handles invoices, claims, and payments.
- Viewer — read-only access to trips and reports. Good for someone who needs to look things up but should not change anything.
To see the full permission list behind each role, open Settings, choose Team, then click Roles & permissions. Each role card shows every permission it includes.
Change someone's role
Open Settings and choose Team.
Under Members, find the person in the Team members list.
Click the role dropdown next to their name and pick the new role. The change saves right away — there is no separate save button.
A few rules apply:
- You cannot change your own role. Ask another owner or admin to do it for you.
- You can only assign roles below your own level. For example, an admin cannot make someone an owner. Owners can assign any role.
- If the dropdown is grayed out, the person's role is at or above yours.
Remove someone's access
You do not delete team members — you deactivate them. In the Team members list, click Deactivate next to the person's name. They can no longer sign in, but their history stays in your records. Click Activate to restore their access later.
New people choose their role at invite time
When you invite a new employee from the Team page, you pick their role as part of the invitation. You can always change it later from the Members list.
What next? See Passkeys and two-step verification to help your team protect their sign-ins.
Download your data
Download your passenger, driver, vehicle, and facility rosters as CSV files from Settings, then Imports & Exports, then Exports.
Passkeys and two-step verification
Protect your HealthRide sign-in from Settings under Security, where you can set up a passkey (the easiest option) or six-digit codes from an authenticator app.