This page is for the Classic Operations App. For the Operations App please see User Permissions - Definitions. |
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 | 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.
| |
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.
| |
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 XS Order Parcel Data | Allow the user to view XS order parcel data. |
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. |
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 the Operations App. |
| Allow the user to edit or create a distribution group. |
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. |
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. |
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.
| |
Delete Contracts | Allow the user to delete contracts. | |
View Contract Rates | Allow the user to view contract rates. |
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.
| |
Edit Contract Stop Remarks | Allow the user to contract stop remarks.
| |
Edit Contract Stop Schedule | Allow the user to edit contract stop schedules. See Recurrence Schedule.
| |
View Contract Stop Rates | Allow the user to view contract stop rates. |
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. |
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.
| |
View Driver Surcharge | Allow the user to view driver surcharge. |
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. |
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.
| |
| Allow the user to edit custom layouts on the Route Dispatch Board.
| |
| Allow the user to delete custom layouts on the Route Dispatch Board, | |
View Miscellaneous Data | Allow the user to view Miscellaneous Data. |
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. |
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.
|
This permission allows the user to edit imported route schedules.
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 | Allow the user to add route stops. | |
Activate/Deactivate Route Stops | Allow the user to activate/deactivate route stops on the route stop form and the route manifest. | |
| Allow the user to activate/deactivate route stops that have been completed. | |
Delete Route Stops | 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 | 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 | Allow the user to edit parcel items on orders. route stop. | |
Edit Route Stops All Other | Allow the user to other route stop information not listed in the permissions above.
|
This permission controls whether the user can access the X Stream section. See X Stream.
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 the Operations App. | |
| 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 | ||
| 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.
| |
| 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 | Allow the user to view the Maintenance > Parcel Items section. See Parcel Items (Classic Operations App). | |
| Allow the user to edit parcel items.
| |
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.
| |
| 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. |
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.
| |
Allowed Business Units | The selected business units that the user has access to. Expand to select which business units the user has access to. |
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. |
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.
| |
| Allow the user to scan parcels. | |
| Allow the user to delete parcels.
| |
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 the 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. | |
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. |
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 Bulk Order Update.
| |
| 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.
| |
Conversion Export | Allow the user to export data using the conversion wizard.
| |
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 Basic Optimization settings from the dispatch board. This does not apply to Assisted/Autonomous Dispatch settings. |
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.
| |
| 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. |
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. |