User roles & Restrictions
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.
