01 · Roles & access

Delivery role: see what to deliver and the invoice with it

The most restricted role — read-only on just orders and invoices, so a delivery agent can see the order and its invoice and nothing else.

5 min read · updated 28/05/2026
Who can do this
RoleCreate order draftConfirm / dispatch orderPack orderRecord paymentVoid invoiceEdit pricing
OwnerAllowedAllowedAllowedAllowedAllowedAllowed
DeliveryNot allowedNot allowedNot allowedNot allowedNot allowedNot allowed

Overview

The Delivery role is the most locked-down role in Neev. A rider gets exactly two things: the order they are carrying, and the invoice that goes with it. Nothing else — no customer ledgers, no stock, no prices, no money screens. Hand the role to a delivery agent and they see what to drop and where, with zero risk of changing an order, collecting cash they shouldn't, or seeing the rest of your business.

Where to find it

A Delivery user works mostly on the phone. Their home is the mobile delivery surface at /m/delivery/home — the field screen built for the rider's run.

On the web app, a Delivery user does not get the Orders or Invoices items in the sidebar. They land under Shipping (/shipping, and a single drop at /shipping/[id]). The order they are delivering and its invoice show up through those shipping screens — that is the read access at work, not a separate menu.

So: the data a rider can read is orders and invoices; the place they read it is the delivery home (mobile) and Shipping (web). If you are looking for top-level "Orders" or "Invoices" tabs as a Delivery user, you won't find them — that's by design.

Key concepts

  • Role binding — the exact set of permission keys a role holds. Delivery's default binding is just two keys: orders.read and invoicing.read. Two keys, nothing more.
  • orders.read — view orders and their line items. View only — no create, no confirm, no pack, no dispatch.
  • invoicing.read — view invoices and payments. Again view only — no PDF download, no recording payment.

The job that's not here matters too. orders.dispatch ("mark an order as dispatched") is the permission that records a parcel leaving the door. Despite "Delivery" being the name, this role does not hold it — dispatch sits with Manager and Owner.

Common workflows

Both workflows are view-only — that is the whole role.

1
Find the order I'm delivering
On the mobile delivery home (/m/delivery/home), open the day's run. Each drop shows the order's line items — what to hand over, in what quantity. On web, the same order opens through Shipping (/shipping).
2
Open the invoice that goes with it
From the same screen, view the invoice attached to that order — the amount and the customer it belongs to. Show it at the door; you can read it, you cannot change it.

That's it. If a step in your head is "mark it delivered" or "collect the payment," that's a Manager/Owner action, not a Delivery one — see Gotchas.

Role notes

Two roles touch this article, and they sit at opposite ends.

RoleView orderView invoiceMark dispatchedRecord paymentDownload invoice PDF
DeliveryAllowedAllowedNot allowedNot allowedNot allowed
ManagerAllowedAllowedAllowedAllowedAllowed
OwnerAllowedAllowedAllowedAllowedAllowed

Delivery holds only orders.read and invoicing.read. It cannot create, pack, confirm, or transition an order; it cannot mark an order dispatched, record a payment (invoicing.mark-paid), or download an invoice PDF (invoicing.pdf). It has no access to customers, inventory, returns, pricing, intake, notifications, WhatsApp, reports, or any settings.

Owner sits at the other end — full control of the tenant, holding every standard permission, including the dispatch, payment, and void actions Delivery is denied. Use Owner (or Manager) to actually dispatch the run and record collections; use Delivery only to let the rider see the drop.

Tips & time-savers

Tip
On the mobile delivery home, the order and its invoice for each drop sit one tap apart — no hunting through separate menus, because the rider's view is deliberately just those two things. Give riders the Delivery role and the phone, not a web login, and there's nothing for them to get lost in.

Gotchas

Warning
Despite the name, the Delivery role cannot mark an order dispatched — orders.dispatch is held by Manager and Owner, not Delivery. It also cannot record a payment or download the invoice PDF. If a rider needs to "close out" a drop or take cash, that step belongs to a Manager or Owner. Don't hand a rider this role expecting them to update delivery status — it's view-only on both web and mobile.

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