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This page is for the Operations App. For the Classic Operations App please see User Permissions - Definitions (Classic Operations App). |
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Always Start at Home URL
When enabled, the Home URL in Global Options will be used as the starting page whenever the user starts X Dispatch.
X Dispatch Functions
Orders
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Permission | Definition | ||
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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 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 Percents | 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 Miscellaneous Data | Allow the user to view Miscellaneous Data. | ||
View Miscellaneous Order Parcel Data | Allow the user to view miscellaneous order parcel data. | ||
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. |
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This permission control whether the user can access the Visual Dispatch (BETA) section. See /wiki/spaces/CSS/pages/2062614600.
Client Portal Settings
The following permissions control whether the user can view and/or edit configurations in the Client Portal Settings.
Permission | Definition |
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Barcode and Import Configuration | Allow the user to view the Client Portal's barcode and import configuration data which gives internet users the ability to scan 2D barcodes that can populate all order field data. |
| Allow the user to edit the Client Portal’s barcode and import configuration data which gives internet users the ability to scan barcodes that can populate all order field data. |
Customizations | Allow the user to view the customization page that controls theme colors, font, logo, and text change translations for the Client Portal. See Customization. |
| Allow the user to edit the customization page that controls theme colors, font, logo, and text change translations for the Client Portal. See Customization. |
Tracking Configuration | Allow the user to view/edit Tracking Configuration in the Operations App. See Tracking Configuration. |
Route Functions
Contracts
The following permissions control what the user can view and/or edit in the X Route > Contracts section. See Contracts.
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Permission | Definition | ||
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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 the Classic Operations App. 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. | ||
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. | ||
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 | ||
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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). | ||
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. | ||
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. | ||
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. | ||
| Allow the user to email find results. See Email Find Results. | ||
| The selected finds the user has access to. Expand to select which finds the user has access to. |
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