Restricting users visibility based on their roles
While creating the users add the roles based on the users’ functionality in the operations. All the users should have “ROLE ADMIN” as a mandatory role to get access to the admin backend. The rest of the roles are based on the visibility they should have. Below are the roles for each function
Dispatcher – Role Admin / Role dispatch
Customer Support – ROLE ADMIN / Role customer support
Sales or Account manager – ROLE ADMIN / SALES_REPRESENTATIVE / CONTRACT_OWNER / COMPANY_ADMIN /
Operations Management team – ROLE ADMIN
Station cashier – ROLE ADMIN / FINANCE_ADMIN / FINANCE_USER / FINANCE_RECEIVABLE
Accounts Team – ROLE ADMIN / FINANCE_ADMIN / FINANCE_USER / FINANCE_RECEIVABLE
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
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.