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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

User roles & Restrictions

 

Customer Support ROLE ADMIN / Role customer support

User roles & Restrictions

 

Sales or Account manager ROLE ADMIN / SALES_REPRESENTATIVE / CONTRACT_OWNER / COMPANY_ADMIN /

User roles & Restrictions

 

Operations Management team – ROLE ADMIN

User roles & Restrictions

 

Station cashierROLE ADMIN / FINANCE_ADMIN / FINANCE_USER / FINANCE_RECEIVABLE

User roles & Restrictions

 

Accounts Team – ROLE ADMIN / FINANCE_ADMIN / FINANCE_USER / FINANCE_RECEIVABLE

User roles & Restrictions

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.

How to create a user? -> https://shipox.com/support/adding-a-user
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