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User Permissions - Definitions (Classic Operations App)

User Permissions - Definitions (Classic Operations App)

This page is for the Classic Operations App. For the Operations App please see User Permissions - Definitions.

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 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.

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. 

Bulk order updates contain an option to re-rate locked orders and driver pay. See 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 Miscellaneous Data

Allow the user to view Miscellaneous 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

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.

  • 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.

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

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.

  • Create

Allow the user to create custom dispatch layouts.

  • Edit

Allow the user to edit custom dispatch layouts.

  • Delete

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.

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

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.

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

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

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

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.

  • Create

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.

  • Edit

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.

  • Delete

Allow the user to delete custom layouts on the Route Dispatch Board,

View Miscellaneous Data

Allow the user to view Miscellaneous 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

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

Permission

Definition

Edit Driver Route Pay