The User Group Manager is generally tasked with managing roles within their group. This entails assigning permissions or determining which actions each Role may need to perform.


Types (Categories) of Permissions.

Permissions are divided into 12 categories.

  • Routing – Permissions to view, create, modify, delete, and audit routes; manage master routes and trucks, receive emails when route time violations occur, and run optimization across multiple routes.
  • Dispatch – Permissions to export routes, manually log in and off routes, and manually change arrivals and departures
  • Orders – Permissions to view, create, modify, delete, and audit orders; create, modify, and delete appointments, manage master orders, and receive emails on completed forms and order reservations.
  • Accounts – Permissions to view, create, modify, delete, and audit accounts.
  • Branches – Permissions to view, create, modify, delete, and access all branches.
  • Drivers – Permissions to view, create, modify, and delete drivers, and manage carriers.
  • Users – Permissions to view, create, modify, and delete users.
  • Devices – Permissions to view, create, modify, and delete devices.
  • System Task – Permissions to view, create, modify, delete, and run system tasks.
  • Site – Assigned as an administrator with full permissions for all actions.
  • Route Calendar – Permissions to edit notes on the Route Calendar.
  • Appointment – Permissions to grant appointment approvals.



Viewing Current Permissions

Permissions can be viewed and edited thru Admin>Site>User Groups & Permissions>View Permissions.


Editing Permissions

  1. Select the Role type from the drop down menu at the top (left) of the page.
  2. Use the space bar to place a checkmark (or remove one) in the box on the left of the module/action to assign it.
  3. Click the Save button when done.