Lesson 3 of 4 · 4 min

Your Role in Vremly

Understand the specific access, vocabulary, and primary screens you'll use based on your account type.

Your Role in Vremly

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Lesson Notes

01

Vremly uses account type and workspace role together to determine what you see. Account type (AGENT, PROVIDER, or COMPANY) is set during onboarding and controls the top-level navigation structure. Workspace role (OWNER, ADMIN, PROJECT_MANAGER, TECHNICIAN, EDITOR) is set by your organization's owner when you join a company workspace, and controls what actions you can take inside that workspace. These two dimensions work together — a TECHNICIAN role inside a COMPANY workspace sees only their own assigned jobs on the dashboard, while an OWNER or ADMIN sees the full dispatch console with all jobs and the team map.

02

Agents (AGENT account type) interact with Vremly as customers. Their primary screens are the Dashboard (an overview of active orders with quick stats for Active, This Month, and Delivered, plus a 7-day trend chart), Orders (/orders — the full job list filtered by status chips: Scheduled, In Progress, Awaiting Media, Complete), Booking (/booking — the five-stage booking wizard), and the Calendar. Agents do not see team members, technician maps, or company metrics. In the iOS app, the agent tab bar is: Dashboard, Orders, Book, Calendar, and More (which houses profile, notifications, rewards, and settings).

03

Providers (PROVIDER account type in a personal workspace, or TECHNICIAN/EDITOR role inside a company workspace) interact with Vremly as fulfillment workers. In a personal workspace, the ProviderPersonalDashboardView shows today's docket, the first-stop card, quick stats (Upcoming / Delivered / On-Time Rate / Rating), and a start-trip entry. In a company workspace, a TECHNICIAN sees only the jobs assigned to them, while an EDITOR sees only the jobs where they're the assigned editor. The vocabulary for providers is 'Jobs' (/jobs) rather than Orders or Projects.

04

Company users (COMPANY account type with OWNER, ADMIN, or PROJECT_MANAGER role) see the full management console: a metrics dashboard with period-selectable stats (Today / This Week / This Month / All Time), a live technician map, the Projects list (/projects) with full dispatch controls, a Customers directory (/customers), a Team roster (/team), Invoices (/invoices), Reports (/reports), and Inventory (/inventory). The COMPANY dashboard also has a calendar with technician color-coding, a ranked-provider assignment flow, and the option to list a job on the internal Marketplace when no in-house technician is available. The word 'Projects' is used instead of Orders or Jobs for all company-facing job references.

05

If you're joining an existing company as a team member, the person who invited you controls your role. You'll receive an invite link or code; entering it during onboarding (or using the /invite/[token] URL) connects your account to the right organization and grants you the appropriate role. You can switch between organizations using the Organization Switcher — a dropdown in the sidebar on web, or the workspace avatar in the top bar on iOS — if you're a member of more than one.

Key Takeaways

  • Account type sets the navigation structure; workspace role controls which actions and data you can access within that structure.
  • Agents call jobs 'Orders' (/orders); providers call them 'Jobs' (/jobs); companies call them 'Projects' (/projects).
  • Company elevated roles (OWNER, ADMIN, PROJECT_MANAGER) see the full dispatch console; TECHNICIAN and EDITOR roles see only their own assignments.
  • On iOS, the entire tab bar and navigation hierarchy changes based on your account type and active workspace.
  • Multi-org membership is supported — use the Organization Switcher to move between workspaces.
Related documentation at docs.vremly.com