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.

Administrator vs 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

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





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

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

YES*




Manage Website Content

YES





Manage Zones

YES





Dispatcher abilities marked with YES* are conditional:
  • Can Manage Rates permissions (Cities, Expenses, Rates, Audit orders): Enable per dispatcher user in their profile settings.

  • Manage Customers and Manage Terminals: Require system configuration (contact your administrator).