This page is for the Operations App. For the Classic Operations App please see Users (Classic Operations App).

The Users section is where you can edit and view the Operations App permission sets, which are used for most sections within the Operations App. For example, if you have a CSR that needs access to Order Entry and Dispatch functionality, but you don’t want them to have access to accounting or driver settlements, you can deselect those specific permissions on the CSR's permission set. 

To get to the Users section, go to Maintenance > Users.

How to Edit User Permissions or User Permission Template

Edits to the permissions of a logged-in user(s) will not be applied until the user(s) have logged out and logged back in.

  1. Go to Maintenance > Users.

  2. Click the user you would like to edit or click the action menu at the end of the row and select Edit

  3. Click the save button at the bottom.

Quick Tip

You can open 2 edit forms by selecting the checkboxes of the users and clicking the edit pencil icon in the top right.

How to View the Audit Log for a User Permission Set or Template

To view changes that have been made to this permission set or template, click the action menu and select Audit Log at the bottom of the permissions form. 

User Form

Use the Filter search to easily find permissions, or click Toggle All to check or uncheck all permissions.

Quick Tip: Click the documentation icon to view documentation related to the section that the permission applies to or see for more information.

Field Name


Field Name


User Name

The user ID, or username, that the permissions are for.

User Type


Inherit Permissions From

Allows a user to inherit permissions from a template or an existing user. 

Users who inherit permissions from a template or another user have an identical set of permissions. If a change is needed, edit the parent template and those changes are seen in all users who inherit those permissions. To remove inheritance and create an individual user setting, click "Inherit Permissions From" button, and select the blank option at the top of the drop-down selection.

Setting Inherit Permissions From will remove any record of previous permissions for this user. 


Password for all web services. For example X Tracking and the API. 

Confirm Password


Seach form to help easily find permissions.


Update permissions by checking boxes for functions the user needs to access, and unchecking boxes for functions the user cannot access. To view, select, or deselect permissions for the users, click on the plus sign next to each section to expand the view and drill into each permission category.

  • Always Start at Home URL - Left blank in order to conserve resources.

  • X Dispatch Functions - These function permissions are for the On-Demand section in the Classic Operations App.

  • Allowed Fleets - The selected Fleet(s) that the user has access to. 

  • Visual Dispatch - Permission to access the Visual Dispatch Board. 

  • Route Functions - These function permissions are for the X Route section of the Classic Operations App. 

  • X Stream - This is an area that holds data for integrations, posting, and mappings. By unchecking this permission, a user will not be able to access the X Stream tab. Permissions in this section should be enabled for technical staff only to ensure crucial settings are not accidentally disabled or changed.

  • Maintenance Functions -  These function permissions include sections in the Maintenance section, excluding Business Units and Fleets, which have separate permissions settings. 

  • Allowed Custom Procedures - The selected custom procedures that the user has access to. 

  • Business Units - Permissions for the Business Units section. If a new business unit is created, all users will need to have their permissions updated with the new business unit.

  • Fleets - Permissions for the user to add/edit Fleets in the Maintenance section. 

  • Actions - Permissions for actions performed from the Action menu in Classic Operations App menu bar.

  • Tools - Permissions for actions performed from the Tools menu in the Classic Operations App menu bar.

  • Reports - Permissions for actions performed from the Reports menu in the Classic Operations App menu bar, as well as report and find features.

  • Allowed Query Groups - The selected query groups that this user has access to view/perform in the Find Tool. 

  • User Preferences - Permissions for user preferences.