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.

• 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