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  • Roles For Your Organization
  • Roles For Your Customers
  • User Role Grid
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  1. References
  2. Web Portal

Roles And Responsibilities

This page provides an overview of the Roles and Responsibilities that can be assigned to users and customers in Fast Weigh.

Last updated 4 months ago

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 .

  • 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

Access To:
Admin
Data Manager
Data Entry
Operations
Location Operator
Sales
Customer
Hauler

Dashboard

✓

✓

✓

✓

✓

✓

✓

✓

Loader Dashboard

✓

✓

✓

✓

Loader In-Yard

✓

✓

✓

✓

Loader History

✓

✓

✓

✓

Ticket Query

✓

✓

✓

✓

✓

✓

✓

✓

POD Query

✓

✓

✓

✓

✓

✓

✓

✓

Ticket Entry

✓

✓

✓

Ticket Import

✓

✓

✓

Ticket Bulk Edit

✓

✓

3rd Party Import

✓

✓

Quotes Dashboard

✓

✓

✓

Quotes

✓

✓

✓

Projects

✓

✓

✓

Orders

✓

✓

✓

✓

✓

Orders Status Update

✓

✓

Haul Zones

✓

✓

Inventory

✓

✓

✓

✓

Inventory Dashboard

✓

✓

✓

✓

Truck Assignment

✓

✓

✓

✓

Trucks

✓

✓

✓

✓

Haulers

✓

✓

✓

✓

Truck Bulk Edit

✓

✓

✓

Dispatching Requests

✓

✓

✓

✓

Dispatch Drivers

✓

✓

✓

✓

Live Tracking

✓

✓

✓

✓

Tracking Query

✓

✓

✓

✓

Request Import

✓

✓

✓

✓

Billing

✓

✓

Customer Balances

✓

✓

New Payment

✓

✓

✓

✓

AR Query

✓

✓

✓

Payment Export

✓

✓

Customer Credit

✓

✓

Customer Invoices

✓

Customer Payment Info

✓

Hauler Pay Truck Adjustments

✓

✓

Hauler Pay Statements

✓

✓

Hauler Pay Setup

✓

✓

Reports

✓

✓

✓

✓

✓

✓

✓

Schedule Reports

✓

✓

Analytics

✓

✓

✓

Customers

✓

✓

✓

Products

✓

✓

Products & Pricing

✓

✓

✓

Locations

✓

✓

Tax Codes

✓

✓

Terms

✓

✓

User Administration

✓

Portal Settings

✓

Devices

✓

Sync Configs

✓

Notification

✓

Import Format

✓

Open Order Price Update