- Ability to create, edit, and view ALL shipments in system.
- 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 access tariff section – must be granted “Access to Tariff Pages” via Manager access.
- 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. Cannot make changes to invoiced loads unless they have the proper accounting access levels granted under Accounting.
- Must be granted Report Builder access under Reports to be able to use this function and must also have Operations checked off in order to see reports accessible by Operations access.
The following sub-access levels are related to Operations:
- Edit Shipments – Ability to edit the commodity section of loads; this does NOT include pricing.
- Ability To Move A Shipment From One Client To Another Client – Ability to change the payer and/or customer on a load. Must be done prior to invoicing the load.
- Ability To Edit Buy Sell Costs And Margin – Ability to edit the billed and cost amounts on the load.
- Edit Original Shipment Dates and Times – (On Time reporting must be enabled): Ability to ORIGINAL shipment date and/or times after load is put into dispatched and furhter.
- Invoice Shipments – Ability to create the AR invoice on loads. Cannot confirm the payable if you do not have Accounting access.
- Create Manage Customer Account Logins – Can create and edit customer logins
- Add Clients, Edit Clients – Ability to create a customer profile and make changes to them. ***
- Add Carriers, Disable Carriers – Ability to create new carriers and also update the status of each profile. 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.
- New Carriers Added As Active Status – Upon creating a carrier in the system, the carrier will automatically be set to Active status (if not selected, carrier goes into Conditional Status awaiting further approval).
- Re-Enable Carriers That Are Disabled – Allows staff member to re-activate a carrier currently sitting in Disabled status.
- Invoice Assigned To Loads – Ability to invoice loads that are assigned to the user. Note: if Invoice Shipments is checked, then this access level is not applied.
- Exact Duplicate Load – Allows user to use the Exact Duplicate tool on shipment profile.