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

Access To:	Admin	Data Manager	Data Entry	Operations	Location Operator	Sales	Customer	Hauler
Dashboard	✓	✓	✓	✓	✓	✓	✓	✓
Loader
Dashboard	✓	✓		✓		✓
In-Yard	✓	✓		✓		✓
History	✓	✓		✓		✓
Tickets
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	✓	✓		✓		✓
Trucks
Assignment	✓	✓	✓	✓
Trucks	✓	✓	✓	✓
Haulers	✓	✓	✓	✓
Truck Bulk Edit	✓	✓	✓
Dispatching
Requests	✓	✓	✓	✓
Drivers	✓	✓	✓	✓
Live Tracking	✓	✓	✓	✓
Tracking Query	✓	✓	✓	✓
Request Import	✓	✓	✓	✓
Billing / AR
Billing	✓	✓
Customer Balances	✓	✓
New Payment	✓	✓			✓		✓
AR Query	✓	✓					✓
Payment Export	✓	✓
Customer Credit	✓	✓
Customer Invoices							✓
Customer Payment Info							✓
Hauler Pay
Truck Adjustments	✓	✓
Statements	✓	✓
Setup	✓	✓
Reporting
Reports	✓	✓	✓	✓		✓	✓	✓
Schedule Reports	✓	✓
Analytics	✓	✓				✓
Resources
Customers	✓	✓	✓
Products	✓	✓
Products & Pricing	✓	✓	✓
Locations	✓	✓
Tax Codes	✓	✓
Terms	✓	✓
Administration
User Administration	✓
Portal Settings	✓
Devices	✓
Notification	✓
Import Format	✓