Always Start at Home URL

When enabled, the Home URL in Global Options will be used as the starting page whenever the user starts the Operations App.

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

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 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 edit Customer Notes from the associated Customer Record through the order form.
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 Bulk Order Update - Recurring 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 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. 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 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.
Edit Invoiced Order Status	Allow the user to edit the status of orders that have been invoiced.
Edit Invoiced Attachments	Allow the user to edit attachments of orders that have been invoiced.
Edit Invoiced Comments	Allow the user to edit comments of orders that have been invoiced.
Edit Invoiced Driver Pay	Allow the user to edit the driver pay of orders that have been invoiced.
Edit Invoiced All Other	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.
Edit Settled Order Status	Allow the user to edit the status of orders that have been settled.
Edit Settled Attachments	Allow the user to edit attachments of orders that have been settled.
Edit Settled Comments	Allow the user to edit comments of orders that have been settled.
Edit Settled All Other	Allow the user to edit information not mentioned above on orders that have been settled.

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

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.
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.
Order Type Overrides	Allow the user to view and/or edit Order Type Overrides in the Accounting tab.
View Overrides Summary	Allow the user to view a summary of the order types overrides.
View Overrides Detail	Allow the user to view the details of the order type overrides.
Edit Overrides Detail	Allow the user to edit order type overrides.

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

Permission	Definition
Allowed Fleets	The selected fleets the user has access to. 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.
Create Custom Dispatch Layouts	Allow the user to create custom dispatch layouts.
Edit Custom Dispatch Layouts	Allow the user to edit custom dispatch layouts.
Delete 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.
Edit Text Messaging Distribution Groups	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

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

Permission	Definition
Edit Consolidation Manifests	Allow the user to edit consolidation manifests.
Delete Consolidation Manifests	Allow the user to delete consolidation manifests.

Visual Dispatch

This permission control whether the user can access the Visual Dispatch (BETA) section. See Visual Dispatch.

Client Portal Settings

The following permissions control whether the user can view and/or edit configurations in the Client Portal Settings.

Permission	Definition

Permission	Definition
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.
Edit Barcode and Import Configuration	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 https://cxtsoftware.atlassian.net/wiki/spaces/CXTsupport/pages/2730721296.
Edit Customization	Allow the user to edit the customization page that controls theme colors, font, logo, and text change translations for the Client Portal. See https://cxtsoftware.atlassian.net/wiki/spaces/CXTsupport/pages/2730721296.
Tracking Configuration	Allow the user to view/edit Tracking Configuration in the Operations App. See https://cxtsoftware.atlassian.net/wiki/spaces/CXTsupport/pages/3227451447.

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

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

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.
Delete Contract Stops	Allow the user to delete contract stops.
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

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

Permission	Definition
View Route Pay	Allow the user to view route pay.
Edit Route Pay	Allow the user to edit route pay.
View Driver Surcharge	Allow the user to view driver surcharge.
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.

Parcels

The following permissions control what the user can view and/or edit in the X Route > Parcels section. See Parcels.

This section is not commonly used and must be activated by CXT Software.

Permission	Definition

Permission	Definition
Delete Parcels	Allow the user to delete parcels.
Edit Parcels	Allow the user to edit parcels.
View Miscellaneous Route Stop Parcel Data	Allow the user to view miscellaneous 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

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.
View Miscellaneous Data	Allow the user to view Miscellaneous Data.
Custom Route Layouts	Allow the user to use custom layouts on the Route Dispatch board.