Roles And Responsibilities
This page provides an overview of the Roles and Responsibilities that can be assigned to users and customers in Fast Weigh.
Roles For Your Organization
ADMIN
Full admin and management access throughout the entire web portal.
Admin is the only user login that can perform an Open Order Price Update.
DATA MANAGER
Hide Pricing - Turn off this role's ability to view pricing on tickets, orders, reports, or analytics.
Tickets Read Only - Turn off this role's ability to edit tickets.
Quotes Ready Only - Turn off this role's ability to add or edit quotes.
Orders Read Only - Turn off this role's ability to add or edit orders.
Trucks Ready Only - Turn off this role's ability to add or edit trucks.
Resources Read Only - Turn off this role's ability to add or edit customers, products, locations, tax codes, and terms.
DATA ENTRY
Hide Pricing - Turn off this role's ability to view pricing on tickets, orders, or reports
Tickets Read Only - Turn off this role's ability to edit tickets.
Orders Read Only - Turn off this role's ability to add or edit orders.
Trucks Ready Only - Turn off this role's ability to add or edit trucks.
Resources Read Only - Turn off this role's ability to add or edit customers or products
OPERATIONS
Hide Pricing - off this role's ability to view pricing on tickets, orders, reports, or analytics.
Tickets Read Only - Turn off this role's ability to edit tickets.
Orders Read Only - Turn off this role's ability to add or edit orders.
Trucks Ready Only - Turn off this role's ability to add or edit trucks.
SALES
Hide Pricing - Turn off this role's ability to view pricing on tickets, orders, reports, or analytics.
Tickets Read Only - Turn off this role's ability to edit tickets.
Quotes Ready Only - Turn off this role's ability to add or edit quotes.
Orders Read Only - Turn off this role's ability to add or edit orders.
Roles For Your Customers
CUSTOMER
Only allows access to their customer-specific data and basic reporting. When setting up a customer role, you will be required to enter a corresponding customer ID, which limits ticket display to the selected customer.
Customers can access:
Dashboard grids and charts pertaining to their ticket data
Their own tickets through the Ticket Query
Reports pertaining to their ticket data
Can view and print their invoices under Billing
HAULER
Only allows access to their Hauler-specific data and basic reporting. When entering a hauler role, you will be required to enter a corresponding hauler ID, which limits display to the selected hauler.
Haulers can access:
Dashboard grids and charts pertaining to their ticket data
Their own tickets through the Ticket Query
Reports pertaining to their ticket data
User Role Grid
Dashboard
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Loader
Dashboard
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In-Yard
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History
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Tickets
Ticket Query
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POD Query
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Ticket Entry
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Ticket Import
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Ticket Bulk Edit
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3rd Party Import
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Quotes
Dashboard
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Quotes
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Projects
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Orders
Orders
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Status Update
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Haul Zones
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Inventory
Inventory
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Dashboard
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Trucks
Assignment
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Trucks
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Haulers
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Truck Bulk Edit
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Dispatching
Requests
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Drivers
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Live Tracking
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Tracking Query
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Request Import
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Billing / AR
Billing
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Customer Balances
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New Payment
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AR Query
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Payment Export
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Customer Credit
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Customer Invoices
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Customer Payment Info
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Hauler Pay
Truck Adjustments
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Statements
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Setup
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Reporting
Reports
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Schedule Reports
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Analytics
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Resources
Customers
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Products
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Products & Pricing
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Locations
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Tax Codes
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Terms
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Administration
User Administration
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Portal Settings
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Devices
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Notification
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Import Format
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