User Roles

Each user in the system has one of the predefined roles. Here is a breakdown of the available roles and their abilities.

Roles overview

Role Name	Description
Administrator	An administrator is the super user with all the available authorizations.
Manager	A manager has all the administrator rights for a specific office, when the company has only 1 office, the manager has the same privileges as an Administrator
Dispatcher	A dispatcher is the person managing the day- to-day operations related to orders and dispatching. He/she is authorized to manage orders and to dispatch them to drivers.
Driver	A driver is the mobile application user who has access to assigned orders, to sign PODs on a mobile device and information about the location of the orders.
Accountant	An accountant is authorized to read all the orders, manage rates, manage invoices and print checks.
Customer	Customers can place new orders and view the history of their orders. They can also receive notifications when their orders are dispatched for delivery.

A Manager has all the administrator rights for a specific office, when the company has only 1 office, the Manager has the same privileges as an Administrator

Detailed authorization rules for each role

Ability	Admin/Manager	Dispatcher	Driver	Accountant	Customer
Login	YES	YES	YES	YES	YES
Manage Users	YES
ORDERS
View all the orders	YES	YES		YES
View dispatched orders	YES	YES	YES	YES
View their order	YES	YES			YES
Create order	YES	YES			YES
Update order	YES	YES
Complete a dispatched order	YES	YES		YES
Sign POD	YES	YES	YES
Duplicate orders	YES	YES
Audit orders history	YES			YES
Email POD to client	YES	YES
INVOICES
Manage Invoices	YES			YES
CHECKS
Manage Checks	YES			YES
REPORTS
View reports	YES
OTHER
Manage Cities	YES	YES*
Manage Customers	YES
Manage Drivers	YES	YES
Manage Equipment	YES	YES
Manage Equipment Type	YES	YES
Manage Expenses	YES	YES*		YES
Manage Legs	YES	YES
Manage Rates	YES	YES*		YES
Manage Settings	YES
Manage Shippers/Receivers	YES	YES
Manage Taxes	YES			YES
Manage Terminals	YES
Manage Website Content	YES
Manage Zones	YES

You can give the dispatcher additional Can Manage Rates permissions, which will give him additional access rights.

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