Adding a user

Adding a user to create a login for the admin backend.

Step 1 – To add a user Goto “user” page in the admin backend menu

 

 

 

 

 

 

Step 2 – Click the plus (+) at the top corner

 

 

 

Step 3 – In the popup window fill in the details and submit

 

Note – Role Admin is a mandatory role for all users who wants to log in to the admin backend

 

 

Roles & definitions

ADMIN – This role should be assigned to the user to access the admin backend. *Mandatory

RULE_ADMIN – This role should be assigned to the user to create and change the rules in the admin backend. Eg: Allocation rule, proximity rule etc.

PACKAGE_ADMIN – This role should be assigned to the user to set the delivery charges for the customer.

AREA_ADMIN – This role should be assigned to the user to create and edit areas.

ADMIN_VIEWER – This role should be assigned to the user who will have the  option to view the admin backend but will not be able to create or edit any changes

FINANCE_ADMIN – This role should be assigned to the user who will have the  option to admin the finance backend but will not be able  to create or make any changes

SUPPLIER_ADMIN – This role should be assigned to the user who will be the admin for your 3PL.

COMPANY_ADMIN – This role is assigned to the company admin of the merchant/customer account.

DISPATCH_ADMIN – This role should be assigned to the user who will be setting the dispatch rules for your organization. Eg: Auto dispatch for certain customers.

USER – This role is required to access the customer backend.

CUSTOMER – This role is required to access the customer backend.

DRIVER – This role is assigned to the drivers of the organization.

MERCHANT – This role should be assigned to the merchants under your organization.

SUPPLIER_BASIC – This role should be assigned to the 3PL providing  delivery service on your behalf

CONTRACT_OWNER – This role should be assigned to the user to access the customer details and update the company and contact information.

ROLE_CUSTOMER_SUPPORT – This role should be assigned to your customer support team.

Role_DISPATCH – This role should be assigned to the dispatchers of your organization.

SALES_REPRESENTATIVE – This role should be assigned to the sales representative of your organization.

MARKETPLACE_ADMIN – This role is assigned to the super admin of the account.

RADAR_VIEWER – This role should be assigned to the user to view the drivers realtime on the driver tracking tab.

FINANCE_ADMIN – This role should be assigned to the user who will have the option to admin the finance backend but will not be able to create or make any changes.

FINANCE_USER – This role should be assigned to the users who will have finance access to the system.

FINANCE_RECEIVABLE – This role should be assigned to the users who will be handling the receivable part of the COD.

FINANCE_PAYABLE – This role should be assigned to the users who will have be handling the payable part of the COD.