> For the complete documentation index, see [llms.txt](https://help.tacinsight.com/fast-weigh-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tacinsight.com/fast-weigh-knowledge-base/references/web-portal/roles-and-responsibilities.md).

# Roles And Responsibilities

## 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](/fast-weigh-knowledge-base/how-to-guides/how-to-update-pricing/bulk-updating-open-order-pricing.md).
* **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 <a href="#user_role_grid" id="user_role_grid"></a>

<table data-full-width="true"><thead><tr><th width="146">Access To:</th><th width="92">Admin</th><th width="143">Data Manager</th><th width="115">Data Entry</th><th width="119">Operations</th><th width="171">Location Operator</th><th width="86">Sales</th><th width="114">Customer</th><th>Hauler</th></tr></thead><tbody><tr><td>Dashboard</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td></tr><tr><td>Loader Dashboard</td><td>✓</td><td>✓</td><td></td><td>✓</td><td></td><td>✓</td><td></td><td></td></tr><tr><td>Loader In-Yard</td><td>✓</td><td>✓</td><td></td><td>✓</td><td></td><td>✓</td><td></td><td></td></tr><tr><td>Loader History</td><td>✓</td><td>✓</td><td></td><td>✓</td><td></td><td>✓</td><td></td><td></td></tr><tr><td>Ticket Query</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td></tr><tr><td>POD Query</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td></tr><tr><td>Ticket Entry</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Ticket Import</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Ticket Bulk Edit</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>3rd Party Import</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Quotes Dashboard</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td>✓</td><td></td><td></td></tr><tr><td>Quotes</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td>✓</td><td></td><td></td></tr><tr><td>Projects</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td>✓</td><td></td><td></td></tr><tr><td>Orders</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td></td><td>✓</td><td></td><td></td></tr><tr><td>Orders Status Update</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Haul Zones</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Inventory</td><td>✓</td><td>✓</td><td></td><td>✓</td><td></td><td>✓</td><td></td><td></td></tr><tr><td>Inventory Dashboard</td><td>✓</td><td>✓</td><td></td><td>✓</td><td></td><td>✓</td><td></td><td></td></tr><tr><td>Truck Assignment</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td></tr><tr><td>Trucks</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td></tr><tr><td>Haulers</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td></tr><tr><td>Truck Bulk Edit</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Dispatching Requests</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td></tr><tr><td>Dispatch Drivers</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td></tr><tr><td>Live Tracking</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td></tr><tr><td>Tracking Query</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td></tr><tr><td>Request Import</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td></tr><tr><td>Billing</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Customer Balances</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>New Payment</td><td>✓</td><td>✓</td><td></td><td></td><td>✓</td><td></td><td>✓</td><td></td></tr><tr><td>AR Query</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td>✓</td><td></td></tr><tr><td>Payment Export</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Customer Credit</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Customer Invoices</td><td></td><td></td><td></td><td></td><td></td><td></td><td>✓</td><td></td></tr><tr><td>Customer Payment Info</td><td></td><td></td><td></td><td></td><td></td><td></td><td>✓</td><td></td></tr><tr><td>Hauler Pay Truck Adjustments</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Hauler Pay Statements</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Hauler Pay Setup</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Reports</td><td>✓</td><td>✓</td><td>✓</td><td>✓</td><td></td><td>✓</td><td>✓</td><td>✓</td></tr><tr><td>Schedule Reports</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Analytics</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td>✓</td><td></td><td></td></tr><tr><td>Customers</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Products</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Products &#x26; Pricing</td><td>✓</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Locations</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Tax Codes</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Terms</td><td>✓</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>User Administration</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Portal Settings</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Devices</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Sync Configs</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Notification</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Import Format</td><td>✓</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table>

***

## How To Guides

{% content-ref url="/pages/Qn8MimTVDllci8iXFDxs" %}
[Creating New Web Portal Users](/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-new-web-portal-users.md)
{% endcontent-ref %}