| Info |
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For Classic Operations App. See here for Operations App version. |
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Permission | Definition | ||
|---|---|---|---|
| Edit Orders | Allow the user to edit orders that have not been dispatched, invoiced, or settled. | ||
| Edit Dispatched Orders | Allow the user to edit orders that have been dispatched. | ||
| Edit Invoiced Orders | Allow the user to edit orders that have been invoiced. | ||
| Allow the user to edit the status of orders that have been invoiced. | ||
| Allow the user to edit attachments of orders that have been invoiced. | ||
| Allow the user to edit comments of orders that have been invoiced. | ||
| Allow the user to edit the driver pay of orders that have been invoiced. | ||
| Allow the user to edit information not mentioned above on orders that have been invoiced. | ||
| Edit Settled Orders | Allow the user to edit orders that have been settled. | ||
| Allow the user to edit the status of orders that have been settled. | ||
| Allow the user to edit attachments of orders that have been settled. | ||
| Allow the user to edit comments of orders that have been settled. | ||
| Allow the user to edit information not mentioned above on orders that have been settled. | ||
| Edit Rates | Allow the user to add/edit rates of orders. | ||
| Edit Item Quantities | Allow the user to edit item quantities on orders. | ||
| Edit Order Distance | Allow the user to edit and override the calculated distance on orders at the bottom left of the order form. See Orders. | ||
Edit Parcel Items |
Allow the user to edit parcel items on orders. | ||
| Edit Customer Notes | Allow the user to add and edit notes in the Notes tab of the order forms. | ||
| Cancel Orders | Allow the user to cancel orders. | ||
| Unlock Rates | Allow the user to lock/unlock rates on orders. | ||
| Unlock Driver Pay | Allow the user to lock/unlock driver pay on orders.
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| Edit Override Pay | Allow the user to edit the driver Pay Amount on orders. | ||
| View Charges | Allow the user to view Charges on orders. | ||
| View Driver Pay Amounts | Allow the user to view the diver Pay Amount on orders. | ||
| View Driver Pay Percent | Allow the user to view the driver pay Percent on orders. | ||
| View Order Parcels | Allow the user to view parcels on orders. | ||
| Edit Order Parcels | Allow the user to edit parcels on orders. | ||
| Allow Spell Check of Orders | Enables spell check when the user is adding or editing orders.
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| Allow Surcharge Override | Give the user the ability to zero out or change the surcharge amount on individual orders. See How to Change the Price of Surcharge Items on Individual Order. | ||
| View XS Data | Allow the user to view XS Data. | ||
| View XS Order Parcel Data | Allow the user to view XS order parcel data. |
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| Permission | Definition |
|---|---|
| Edit Customers | Allow the user to edit customer records. |
| Delete Customers | Allow the user to delete customer records. |
| Edit Credit Card Data | Allow the user to edit the credit card information of a customer. |
| Edit Customer Billing Status | Allow the user to edit the Account Status in the Accounting tab of the customer record. |
| Edit Rate Charts & Adjustment % | Allow the user to edit the rate charts and adjustment percentages in the Accounting tab of the customer record. |
| Edit Sales Commissions | Allow the user to edit Commissions on customer records. |
| Order Type Overrides | Allow the user to view and/or edit Order Type Overrides in the Accounting tab. |
| Allow the user to view a summary of the order types overrides. |
| Allow the user to view the details of the order type overrides. |
| Allow the user to edit order type overrides. |
| View Credit Limits | Allow the user to view customer credit limits. |
| Edit Credit Limits | Allow the user to edit customer credit limits. See How to Set Up and Use the Credit Limits Feature. |
| Import Credit Limit Data | Allow the user to import credit limit data in Actions > Import A/R Data. |
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| Permission | Definition |
|---|---|
| Allowed Fleets | The fleets that the user is able to display on the dispatch board. Expand to select which fleets the user has access to. |
Save Dispatch Layout | Allow the user to save the dispatch layout. See Grid Layouts on the Dispatch Board |
| Custom Dispatch Layouts | Allow the user to use custom dispatch layouts. See Grid Layouts on the Dispatch Board. |
| Allow the user to create custom dispatch layouts. |
| Allow the user to edit custom dispatch layouts. |
| Allow the user to delete custom dispatch layouts. |
| Text Messaging Distribution Groups | Allow the user to send a message to a distribution group. See Sending a Message to Mobile User from the Operations AppX Dispatch. |
| Allow the user to edit or create a distribution group. |
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| Permission | Definition | ||||
|---|---|---|---|---|---|
| Addresses | Allow the user to view the Maintenance > Address section. See Addresses (Classic Operations App) | ||||
| Allow the user to edit addresses entered through X Dispatch. | ||||
| Allow the user to edit addresses entered by an internet user through your website and/or API. See Internet User Address Book. | ||||
| Allow the user to override address validation. | ||||
| Agents | Allow the user to view the Maintenance > Agents section. See Agents. | ||||
| Allow the user to edit agents. | ||||
| Billing Cycles | Allow the user to view the Maintenance > Billing Cycles section. See Billing Cycles (Classic Operations App). | ||||
| Allow the user to edit billing cycles. | ||||
| Credit Card Types | Allow the user to view the Maintenance > Credit Card Types section. See Credit Card Types (Classic Operations App). | ||||
| Allow the user to edit credit card types. | ||||
| CRM Fields | Allow the user to view the Maintenance > CRM Fields section. See CRM Fields. | ||||
| Allow the user to edit CRM fields. | ||||
| Allow the user to delete CRM fields. | ||||
| Custom Procedures | Allow the user to view the Maintenance > Custom Procedures section. See Custom Procedures. | ||||
| Allow the user to edit custom procedures. | ||||
| Allow the user to utilize custom procedures. Expand to select specific custom procedures. | ||||
| Custom Report Formats | Allow the user to view the Maintenance > Custom Report Formats section. See Custom Report Formats. | ||||
| Allow the user to edit custom report formats. | ||||
| Custom Tables | Allow the user to view the Maintenance > Custom Tables section. | ||||
| Allow the user to view custom tables. | ||||
| Allow the user to edit custom tables. | ||||
| Customer Sources | Allow the user to view the Maintenance > Customer Sources section. See Customer Sources (Classic Operations App). | ||||
| Allow the user to edit customer sources. | ||||
| Customer Types | Allow the user to view the Maintenance > Customer Types section. See Customer Types (Classic Operations App). | ||||
| Allow the user to customer types. | ||||
| Deduction Items | Allow the user to view the Maintenance > Deduction Items section. See Deduction Items (Classic Operations App). | ||||
| Allow the user to edit deduction items. | ||||
| Depots | Allow the user to view the Maintenance > Depots section. See Depots (Classic Operations App). | ||||
| Allow the user to edit depots. | ||||
| Dispatch Tickets | Allow the user to view the Maintenance > Dispatch Tickets section. See Dispatch Tickets - New / Edit Dispatch Ticket. | ||||
| Allow the user to edit dispatch tickets. | ||||
| Distribution Centers | Deprecated. | ||||
| Allow the user to edit distribution centers. | ||||
| Drivers | Allow the user to view the Maintenance > Drivers section. See Drivers (Classic Operations App). | ||||
| Allow the user to edit drivers. | ||||
| Geofencing | Allow the user to view and make edits in the Maintenance > Geofencing section. See Geofencing (Classic Operations App). | ||||
| GL Accounts | Allow the user to view the Maintenance > GL Accounts section. See GL Accounts (Classic Operations App). | ||||
| Allow the user to edit GL accounts. | ||||
| Holidays | Allow the user to view the Maintenance > Holidays section. See Holidays (Classic Operations App). | ||||
| Allow the user to edit holidays. | ||||
| Holiday Post Schedule | See Holiday Posting Schedules. | ||||
| Allow the user to edit holiday posting schedules. | ||||
| Human Resources | Allow the user to view the Maintenance > Human Resources section. See Human Resources - New / Edit Human Resource. | ||||
| Allow the user to edit human resources.
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| Allow the user to view contractors. | ||||
| Allow the user to view employees. | ||||
| Allow the user to view the information in the tabs other than the General tab. | ||||
| Deprecated. | ||||
| Images | Allow the user to view the Maintenance > Images section. See See Images (Classic Operations App). | ||||
| Allow the user to edit images. | ||||
| Internet Users | Allow the user to view the Maintenance > Internet Users section. See See Internet Users (Classic Operations App). | ||||
| Allow the user to edit internet users. | ||||
| Allow the user to view internet user passwords. | ||||
| Allow the user to create a temporary superuser. See How to Use a Temporary Password as a Superuser. | ||||
| Invoice Formats | Allow the user to view the Maintenance > Invoice Formats section. See Invoice Formats - New / Edit Invoice Format. | ||||
| Allow the user to edit invoice formats. | ||||
| Allow the user to edit invoice format layouts. | ||||
| Items | Allow the user to view the Maintenance > Items section. See Items. | ||||
| Allow the user to edit items. | ||||
| Labels | Allow the user to view the Maintenance > Labels section and add/remove existing labels to records that can be tagged. . See Labels (Classic Operations App). | ||||
| Allow the user to create new labels and edit existing labels. | ||||
| Message Formats | Allow the user to view the Maintenance > Message Formats section. See Message Formats (Classic Operations App). | ||||
| Allow the user to edit message formats. | ||||
| Mobile Option Sets | Allow the user to view and make edits in the Maintenance > Mobile Option Sets section. See Mobile Option Sets (Classic Operations App). | ||||
| Mobile Users | Allow the user to view and make edits in the Maintenance > Mobile Users section. See Mobile Users. | ||||
| Note Types | Allow the user to view the Maintenance > Note Types section. See Note Types (Classic Operations App). | ||||
| Allow the user to edit note types. | ||||
| Order Types | Allow the user to view the Maintenance > Order Types section. See Order Types (Classic Operations App). | ||||
| Allow the user to edit order types. | ||||
Parcel Items |
Allow the user to view the Maintenance > Parcel Items section. See Parcel Items (Classic Operations App). | ||||
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Allow the user to edit parcel items.
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| Parcel Types | Allow the user to view the Maintenance > Parcel Types section. See Parcel Types (Classic Operations App). | ||||
| Allow the user to edit parcel types. | ||||
| X Internet Localization Captions | Allow access to the Maintenance > Internet Localization Captions section. See Internet Localization Captions. | ||||
| Allow the user to edit X Internet localization captions. | ||||
| Permissions | Allow the user to view the Maintenance > Permissions section. See Users (Classic Operations App). | ||||
| Allow the user to edit permissions.
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| Allow the user to view other users' permissions. | ||||
| Rates | Allow the user to view the Maintenance > Rate Charts section. See Rate Charts. | ||||
| Allow the user to edit rates. | ||||
| Reminders | Allow the user to view the Maintenance > Reminders section. See Reminders. | ||||
| Allow the user to edit reminders. | ||||
| Sales Tax | Allow the user to view the Maintenance > Sales Tax section. See Sales Tax (Classic Operations App). | ||||
| Allow the user to edit sales tax. | ||||
| Service Types | Allow the user to view the Maintenance > Service Types section. See Service Types (Classic Operations App). | ||||
| Allow the user to edit service types. | ||||
Status Codes
| Allow the user to view the Maintenance > Status Codes section. See Status Codes (Classic Operations App). | ||||
| Allow the user to edit status codes. | ||||
| Streets | Allow the user to view the Maintenance > Streets section. See Streets. | ||||
| Allow the user to edit streets. | ||||
| Time Punches | Allow the user to view the Maintenance > Time Punches section. See Time Punches. | ||||
| Allow the user to edit time punches. | ||||
| User Fields | Allow the user to view the Maintenance > User Fields section. See User Fields (Classic Operations App). | ||||
| Allow the user to edit user fields. | ||||
| Vehicles | Allow the user to view the Maintenance > Vehicles section. See Vehicles (Classic Operations App). | ||||
| Allow the user to vehicles. | ||||
| Zones | Allow the user to view the Maintenance > Zones section. See Zones. | ||||
| Allow the user to edit zones. |
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| Permission | |||
|---|---|---|---|
| Order Parcels Scanning | Allow the user to Check In/Out Order Parcels.
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| Allow the user to scan parcels. | ||
| Allow the user to delete parcels.
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| Invoices | Allow the user to the Invoice Center. Invoices - Invoice Center. | ||
| Allow the user to create invoice batches. How to Create a New Invoice Batch. | ||
| Allow the user to cancel invoice batches. | ||
| Allow the user to preview and/or print invoices. | ||
| Settlements | Allow the user to view settlements. | ||
| Allow the user to create settlements. See Settlements - Create Settlements. | ||
| Allow the user to cancel settlements. See Cancel Settlements. | ||
| Mail Manager | Allow the user to access the mail manager. See Mail Manager. | ||
| Allow the user to clear all the messages in the outbox. | ||
| Allow the user to clear all of the mail manager logs. | ||
| Allow the user to edit profiles. | ||
| Allow the user to select profiles. | ||
| Time Clock | Allow the user to use the time clock to punch in/out. | ||
| Allow the user to edit the time and date. | ||
| Allow the user to edit the vehicle. | ||
| Post Recurring Orders | Allow the user to post recurring orders. See Post Recurring Orders or Routes. | ||
| Unpost Recurring Orders | Allow the user to unpost recurring orders. | ||
| Manually Requeue Event SQL | Allow the user to execute SQL statements for a route stop or order that is associated with message formats without triggering the email notification on the message format. See Requeue the Advanced SQL for a specific event for any Route Stop/On Demand Order. | ||
| Post Routes |
Allow the user to post routes. | ||
| Unpost Routes | Allow the user to unpost routes and route ASN's. | ||
| Process Credit Card Orders | Allow the user to process credit card orders. See Process Credit Cards. | ||
| Archive / Purge | Allow the user to archive or purge data in X Dispatch. See Purge | ||
| Delete Old Address Points | Allow the user to delete old addresses. | ||
| Switch Dispatch Email Systems | Allow the user to change the dispatch email systems. | ||
| Broadcast Messages | Allow the user to edit the broadcast message. See Edit Broadcast Messages. | ||
| Weight Scan | Allow the user to weigh parcels using a digital scale. See Weight Scan. | ||
| Allow the user to update the weights manually. | ||
| Allow the user to update dimensions and weights manually. |
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| Permission | Definition | ||
|---|---|---|---|
| Options | Allow the user to view and edit Global Options. See Global Options. | ||
| License Wizard | Deprecated. | ||
| Bulk Rerate Wizard | Allow the user to do bulk order updates. See X Dispatch - Find - Bulk Order Update.
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| Allow the user to re-calculate the Base Rate on orders. | ||
| Allow the user to recalculate Items and Re-calculate Distance on orders. | ||
| Allow the user to re-calculate Surcharges on orders. | ||
| Allow the user to Allow changes to Orders with locked rates/pay for driver pay on orders. | ||
| Bulk Address Validation | Allow the user to Validate Addresses... See Bulk Address Validation. | ||
| Conversion Wizard | Allow the user to use/access the Conversion Wizard... See Conversion Wizard. | ||
| Surcharge Wizard | Allow the user to use the Surcharge Wizard. See Surcharge Wizard. | ||
| Conversion Import | Allow the user to import data using the conversion wizard.
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| Conversion Export | Allow the user to export data using the conversion wizard.
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| Tasks | Allow user to view Current Tasks. | ||
| Allow the user to edit tasks. | ||
| Allow the user to delete tasks. | ||
| Allow the user to see popup task reminders. | ||
| Adjust Stop Time Wizard | Allow the user to use the Adjust Time Wizard. See Bulk Adjustments to Contract or Route Stop Time Windows. | ||
| Route Optimization | Allow the user to enable and edit route optimization settings. See Route Optimization. | ||
| Allow the user to override the route optimization settings from the dispatch board. |
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| Permission | Definition | ||
|---|---|---|---|
| Find | Allow the user to use the Find search tool. See Find (Classic Operations App). | ||
| Allow the user to access the Advanced tab. | ||
| Allow the user to edit advanced queries. | ||
| Allow the user to export query results. | ||
| Allow the user to print query results. | ||
| Allow the user to edit the Max Records. | ||
| Allow the user to save query definitions. | ||
| Allow the user to move query groups. | ||
| Allow the user to delete query groups. | ||
| The selected query groups the user has access to. Expand to select which query groups the user has access to. | ||
| Allow the user to subscribe to a saved Find Query Definition. See Find > Query Definition Subscriptions. | ||
| The selected finds the user has access to. Expand to select which finds the user has access to. | ||
| Allow the user to email find results. See Email Find Results (Classic Operations App). | ||
| Ignore Report Time Limits | Allow the user to run reports/settlements that exceed 31 days. | ||
| Rate Sheets | Allow the user to run the Rate Sheet report. See Report - Rate Sheets. | ||
| Inactive Drivers | Allow the user to run the Inactive Drivers report. See Inactive Drivers. | ||
| Sales By Customer | Allow the user to run the Sales By Customer report. See Sales By Customer. | ||
| Sale By Driver | Allow the user to run the Sales By Driver report. See Sales By Driver. | ||
| Sales By Dispatch Zome | Allow the user to run the Sales By Dispatch Zone report. See Sales By Dispatch Zone. | ||
| Sales By Order Type | Allow the user to run the Sales By Order Type report. See Sales By Order Type. | ||
| Sales By Rep | Allow the user to run the Sales By Rep report. See Sales By Rep. | ||
| Sales By Hour | Allow the user to run the Hourly On-Demand Sales report. See Report - Sales By Hour. | ||
| Sales By Day | Allow the user to run the Daily On-Demand Sales report. See Report - Sales By Day. | ||
| Sales By Date | Allow the user to run the Daily On-Demand Sales report. See Report - Sales By Date | ||
| Customer Summary | Allow the user to run the Customer Summary report. See Customer Summary. | ||
| Driver Settlements | Allow the user to run the Estimated Delivery Commissions Report. See How to Use the Estimated Delivery Commission Report. | ||
| Gross Profit | Allow the user to run the Gross Profit report. See Gross Profit. | ||
| On Time Performance | Allow the user to run the On Time Performance report. See Report - On Time Performance (On Demand). | ||
| Sales Commissions | Allow the user to run the Sales Commission report. See Sales Commissions.
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| Allow the user to view all human resource Sales Commission Reports. | ||
| The selected human resources Sales Commission Reports that the user can view. | ||
| Performance Analysis | Allow the user to run a Performance Analysis. | ||
| Time Reports | Allow the user to run the Time/Mileage Report. See Report - Time Mileage Report. | ||
| Mileage Audit | Allow the user to run the Mileage Audit. See Mileage Audit. |
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