Each staff member can be granted one or a combo of the following accesses below. Each level given allows that user to access different sections and reports along with other functionalities that might be limited to upper levels.
Staff users can have multiple access levels if necessary.
For example, someone with just Sales can only manage what customers they are assigned to but if also given Operations access, they can see and access other profiles that they are not assigned to.
You will need to create a staff profile in order to set these levels.
Sales
- View only of customers and shipments assigned to the sales rep
- Customer List will ONLY show customers they are assigned to
- Ability to add a customer, however, they cannot assign a customer to themselves to receive commissions; must be done by Accounting, Manager or Admin
- Can add and view carriers to system
- Carriers entered by Sales staff is listed as conditional – Need approval from Manager or Admin level
- Access to sales reports
- No access to build or view tariffs if staff is solely Sales access
- No access to Accounting section and its functionalities
- If “Shipments created by customer” box is checked and user has ONLY sales, the user will only see notifications in the bell icon for customers they are assigned to when a customer log in creates a load.
- Cannot create invoices for customers – only staff with accounting, manager and/or admin are allowed.
Operations:
- Ability to add customers, carriers, and tariffs
- Carriers entered by operations staff will automatically be listed as conditional status – they can then go into the carrier profile and update the status to Active by choosing Set Status > Active. These actions will be stamped in the notes.
- Can enable or disable carrier profiles
- Access to sales reports
- Ability to create, edit, and view ALL shipments – Ops level access do not need to be assigned to a customer in order to see and view customer profiles
- Can see and view their own commission amount on loads they are assigned to – Cannot see other reps and their amounts on loads
- Cannot set commissions on customer accounts
- If “Shipments created by customer” box is checked in staff profile, the user will see notifications in the bell icon when any customer log in creates a shipment (does not have to be assigned to customer profile or load).
- Cannot create invoices for customers – only staff with accounting, manager and/or admin are allowed.
- Ability to change customer and carrier charges up until load has been invoiced. Once load is invoiced, they can still add and remove accessorials from loads, but they would need to ask someone with Accounting, Manager, or Admin access to add the prices in
- No access to Accounting section and its functionalities
Accounting:
- Can create customers and carriers
- Carriers created with the staff as solely accounting access will automatically have the carrier profile set to Active. If they are combined with Sales and/or Operations, the carrier’s status will become Conditional pending manager and/or admin approval.
- No access to the Tariffs section if solely Accounting access
- Cannot create or view Staff section
- Access to all accounting functions and reports found in the Accounting drop down
- Can add sales reps to the Commissions section of customer profiles
- Accounting access can also see the commissions amounts of each sales rep on loads
- Also has the ability to add/remove/edit commissions of reps on loads
- Ability to add/edit customer credit values on any customer profile
- Access to sales reports
- Ability to view, edit, and release/approve commissions
- Ability to edit customer and carrier charges
- Accounting can also edit charges AFTER a load is invoiced
Manager:
- Includes permissions of sales, accounting, and operations
- Ability to create and view Staff list
- If a staff profile is created by a Manager access staff, they cannot grant Admin access. They can only check off Sales, Accounting, Manager and/or Operations for the new user’s profile
- Managers have the ability to access the Report Builder section, but cannot create reports
- Access to Manager Reports
- Access to EDIs
- Access to Integration setup
Admin Access:
- Full access, no restrictions
- If creating a staff profile, Admin can grant the new user Admin access if they wish
- Admin Reports
- Admin Tools
