User Permissions - Definitions (Classic Operations App)
- Michelle Cabaya
For Classic Operations App. See here for Operations App version.
X Dispatch Functions
Orders
The following permissions control what the user can view and/or edit in the On Demand > Orders section. See Orders.
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 | Requires XDispatch 19.2 or newer. 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. Bulk order updates contain an option to re-rate locked orders and driver pay. See X Dispatch - Find - Bulk Order Update. |
| 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. This overrides the Global Option "Enable spell check". See Global Options. |
| 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. |
Customers
The following permissions control what the user can view and/or edit in the On Demand > Customers or Maintenance > Customers section. See Customers - New/Edit Customer.
| 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. |
Dispatch
The following permissions control what the user can view and/or edit in the On Demand > Dispatch section. See On-Demand - Dispatch.
| 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 X Dispatch. |
| Allow the user to edit or create a distribution group. |
Recurring Orders
The following permissions control what the user can view and/or edit in the On Demand > Recurring section. See Recurring Order.
| Permission | Definition |
|---|---|
| Edit Recurring Orders | Allow the user to edit recurring orders. |
| Edit Recurring Rates | Allow the user to edit rates on recurring orders. |
| Edit Recurring Item Quantities | Allow the user to edit the item quantities of recurring orders. |
Consolidation Manifests
The following permissions control what the user can view and/or edit in the On Demand > Consolidation Manifest section. See Consolidation Manifest.
| Permission | Definition |
|---|---|
| Edit Consolidation Manifests | Allow the user to edit consolidation manifests. |
| Delete Consolidation Manifests | Allow the user to delete consolidation manifests. |
X Route Functions
Contracts
The following permissions control what the user can view and/or edit in the X Route > Contracts section. See Contracts.
| Permission | Definition |
|---|---|
| Add Contracts | Allow the user to add contracts. |
| Edit Contracts | Allow the user to edit contracts. |
| Edit Contract Rates | Allow the user to edit contract rates. The user must also have the Edit Contracts and View Contract Rates permission enabled to edit contract rates. |
| Delete Contracts | Allow the user to delete contracts. |
| View Contract Rates | Allow the user to view contract rates. |
Contract Stops
The following permissions control whether the user can view and/or edit contract stops. See Contract Stops - New / Edit Contract Stops.
| Permission | Definition |
|---|---|
| Add Contract Stops | Allow the user to add contract stops. |
| Edit Contract Stops | Allow the user to edit contract stops. |
| Edit Contract Stop Rates | Allow the user to edit contract stop rates. The user must also have the Edit Contract Stops and View Contract Stop Rates permission enabled to edit contract stop rates. |
| Edit Contract Stop Remarks | Allow the user to contract stop remarks. The user must also have the Edit Contract Stops permission enabled to edit contract stop remarks. |
| Edit Contract Stop Schedule | Allow the user to edit contract stop schedules. See Recurrence Schedule. The user must also have the Edit Contract Stops permission enabled to edit contract stop schedules. |
| View Contract Stop Rates | Allow the user to view contract stop rates. |
Distribution Stamps
The following permissions control whether the user can view and/or edit the Stamps section. See X Route - Stamps.
| Permission | Definition |
|---|---|
| Edit Distribution Stamps | Allow the user to edit distribution stamps. |
| Delete Distribution Stamps | Allow the user to delete distribution stamps. |
Route Planning
The following permissions control what the user can view and/or edit in the X Route > Planning section. See Planning.
| Permission | Definition |
|---|---|
| Edit Route Pay | Allow the user to edit route pay. |
| View Route Pay | Allow the user to view route pay. |
| Edit Driver Surcharge | Allow the user to edit driver surcharge. The user must also have the Edit Route Pay and View Driver Surcharge permission enabled to edit driver surcharge. |
| View Driver Surcharge | Allow the user to view driver surcharge. |
Parcels
The following permissions control what the user can view and/or edit in the X Route > Parcels section.
This section is not commonly used and must be activated by CXT Software.
| Permission | Definition |
|---|---|
| Delete Parcels | Allow the user to delete parcels. |
| Edit Parcels | Allow the user to edit parcels. |
| View XS Route Stop Parcel Data | Allow the user to view XS route stop parcel data. |
Dispatch
The following permissions control what the user can view and/or edit in the X Route > Dispatch section. See X Route - Dispatch.
| Permission | Definition |
|---|---|
| Delete Contract Route Stops | Allow the user to delete contract route stops. |
| Edit Posted Route Stop Rates | Allow the user to edit rates on posted route stops. |
| Print All Route Manifests | Allow the user to print all route manifests. |
| Edit Invoiced Route Stops | Allow the user to edit invoiced route stops. |
| Save Route Layouts | Allow the user to save route layouts on the dispatch board. |
| Custom Route Layouts | Allow the user to use custom layouts on the Route Dispatch board. |
| Allow the user to create custom layouts on Route Dispatch board. The user must also have the Save Route Layouts permission enabled to create custom layouts. |
| Allow the user to edit custom layouts on the Route Dispatch Board. The user must also have the Save Route Layouts permission enabled to edit custom layouts. |
| Allow the user to delete custom layouts on the Route Dispatch Board, |
| View XS Data | Allow the user to view XS Data. |
Route Sort Rules
The following permissions control what the user can view and/or edit in the X Route > Route Sort Rules section. See Route Sort Rules.
| Permission | Definition |
|---|---|
| Edit Route Sort Rules | Allow the user to edit route sort rules. |
Driver Route Pay
The following permissions control what the user can view and/or edit in right-click menu option Set Driver Pay in the Active Routes section of the X Route > Dispatch board.
| Permission | Definition |
|---|---|
| Edit Driver Route Pay | Allow the user to edit driver route pay. |
| Edit Settled Driver Route Pay | Allow the user to edit settled driver route pay. The user must also have Edit Driver Route Pay permission enabled. |
Edit Route Import Schedules
This permission allows the user to edit imported route schedules.
Route Stops
The following permissions control whether the user can view and/or edit route stops. See Dispatch - New / Edit Posted Route Stop.
| Permission | Definition |
|---|---|
Add Route Stops | Requires X Dispatch 19.2 or newer. Allow the user to add route stops. |
Activate/Deactivate Route Stops | Requires X Dispatch 19.2 or newer. Allow the user to activate/deactivate route stops on the route stop form and the route manifest. |
Delete Route Stops | Requires X Dispatch 19.2 or newer. Allow the user to delete route stops. |
| Restricted Viewing for Posted Route Stops (Options→X Route) | Restricts the user's ability to view posted route stop based on the Global Options in the X Route tab "Allow number of days to view posted route stops". See Global Options. |
| Restricted Editing for Posted Route Stops (Options→X Route) | Restricts the user's ability to edit a posted route stop based on the Global Options in the X Route tab "Allow number of days to edit posted route stops". See Global Options. |
| Edit Item Quantities | Requires X Dispatch 20.0 or newer. Allow the user to edit the quantities of existing items, including pieces and weight fields, and add new items in the Rates section of route stops. |
| Edit User Fields | Allow the user to edit user fields on route stops. |
Edit Parcel Items | Requires X Dispatch 19.2 or newer. Allow the user to edit parcel items on orders. route stop. |
Edit Route Stops All Other | Requires X Dispatch 19.2 or newer. Allow the user to other route stop information not listed in the permissions above. This permission can be overridden by the Restricted Editing for Posted Route Stops (Options→X Route) permission if both are enabled. |
X Stream
This permission controls whether the user can access the X Stream section. See X Stream.
Maintenance Functions
The following permissions control what the user can view and/or edit in the Maintenance section. See Maintenance.
| 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. The user must have the View Contractors permission enabled to edit contractors, View Employees permission enabled to edit employees, and/or the View HR Advanced Information permission enabled to edit advanced information. |
| 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 Images (Classic Operations App). |
| Allow the user to edit images. |
| Internet Users | Allow the user to view the Maintenance > Internet Users section. 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 | Requires X Dispatch 19.2 or newer. Allow the user to view the Maintenance > Parcel Items section. See Parcel Items (Classic Operations App). |
| Requires X Dispatch 19.2 or newer. Allow the user to edit parcel items. The user must also have the Parcel Types permission enabled. |
| 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. The user must have the View Other's Permissions permission enabled to edit other users' permissions. |
| 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 For X Dispatch 19.1 or older the permission name is "Exception 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. |
Business Units
The following permissions control what the user can view and/or edit in the Maintenance > Business Units section. See Business Units (Classic Operations App)..
| Permission | Definition |
|---|---|
| Edit Business Units | Allow the user to edit business units. The user must have the Allowed Business Units permission enabled. |
| Allowed Business Units | The selected business units that the user has access to. Expand to select which business units the user has access to. |
Fleets
The following permissions control what the user can view and/or edit in the Maintenance > Fleets section. See Fleets (Classic Operations App).
| Permission | Definition |
|---|---|
| Edit Fleets | Allow the user to edit fleets. |
Actions
The following permissions control what the user can access in the Action menu. See Action.
| Permission | |
|---|---|
| Order Parcels Scanning | Allow the user to Check In/Out Order Parcels. The user must have the Scan Parcels permission enabled. |
| Allow the user to scan parcels. |
| Allow the user to delete parcels. The user must have the Scan Parcels permission enabled. |
| 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 | Requires X Dispatch 21.1 or newer. 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. |
Tools
The following permissions control what the user can access in the Tools menu. See Tools.
| 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. When the sub permissions are not enabled and Base Rerate Wizard is enabled, the user can only Allow changes to driver pay items that have been manually overridden for driver pay. |
| 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. The user must have the Conversion Wizard permission enabled. |
| Conversion Export | Allow the user to export data using the conversion wizard. The user must have the Conversion Wizard permission enabled. |
| 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. |
Reports
The following permissions control what the user can access in the Report menu. See Report.
| 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. |
| 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. The user must have the Sales Commissions - All Users and/or Sales Commissions Selected Resources permission enabled. |
| 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. |
User Preferences
| Permission | Definition |
|---|---|
| Show OS&D on Manifest | Allow the user to see OS&D on manifests. |
| Edit Address Points | Allow the user to edit address points when selecting addresses for orders and route stops. |