User Permissions - Definitions
This page is for the Operations App. For the Classic Operations App please see User Permissions - Definitions (Classic Operations App).
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 |
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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 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. |
| 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. |
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. |
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. |
| 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. |
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 |
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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. |
| 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. |
Recurring Orders
The following permissions control what the user can view and/or edit in the On-Demand > Recurring section. See Recurring Order.