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. 

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.

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.

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.

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. 

Edit Consolidation Manifests

Allow the user to edit consolidation manifests.

Delete Consolidation Manifests

Allow the user to delete consolidation manifests.

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.

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.

Edit Distribution Stamps

Allow the user to edit distribution stamps.

Delete Distribution Stamps

Allow the user to delete distribution stamps.

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.

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.

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. 

• Edit

Allow the user to edit custom layouts on the Route Dispatch Board. 

• Delete

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

View Miscellaneous Data

Allow the user to view Miscellaneous Data.

Edit Route Sort Rules

Allow the user to edit route sort rules.

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. 

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.

• Include Completed Stops

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. 

Addresses

Allow the user to view the Maintenance > Address section. See Addresses (Classic Operations App)

• Edit Addresses

Allow the user to edit addresses entered through the Operations App.

• Edit Inet Address

Allow the user to edit addresses entered by an internet user through your website and/or API. See Internet User Address Book. 

• Address Validate Override

Allow the user to override address validation.

Agents

Allow the user to view the Maintenance > Agents section. See Agents.

• Edit 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).

• Edit Billing Cycles

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).

• Edit Credit Card Types

Allow the user to edit credit card types.

CRM Fields

Allow the user to view the Maintenance > CRM Fields section. See CRM Fields.

• Edit CRM Fields

Allow the user to edit CRM fields.

• Delete CRM Fields

Allow the user to delete CRM fields.

Custom Procedures

Allow the user to view the Maintenance > Custom Procedures section. See Custom Procedures.

• Edit Custom Procedures

Allow the user to edit custom procedures.

• Allowed 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.

• Edit Custom Report Formats

Allow the user to edit custom report formats.

Custom Tables

Allow the user to  view the Maintenance > Custom Tables section.

• View Custom Tables

Allow the user to view custom tables.

• Edit 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).

• Edit Customer Sources

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).

• Edit Customer Types

Allow the user to customer types.

Deduction Items

Allow the user to view the Maintenance > Deduction Items section. See Deduction Items (Classic Operations App).

• Edit Deduction Items

Allow the user to edit deduction items.

Depots

Allow the user to view the Maintenance > Depots section. See Depots (Classic Operations App).

• Edit Depots

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.

• Edit Dispatch Tickets

Allow the user to edit dispatch tickets.

Distribution Centers

Deprecated. 

• Edit Distribution Centers

Allow the user to edit distribution centers.

Drivers

Allow the user to view the Maintenance > Drivers section. See Drivers (Classic Operations App).

• Edit Drivers

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).

• Edit GL Accounts

Allow the user to edit GL accounts.

Holidays

Allow the user to view the Maintenance > Holidays section. See  Holidays (Classic Operations App).

• Edit Holidays

Allow the user to edit holidays.

Holiday Post Schedule

See Holiday Posting Schedules.

• Edit 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.

• Edit Human Resources

Allow the user to edit human resources. 

• View Contractors

Allow the user to view contractors.

• View Employees

Allow the user to view employees.

• View HR Advanced Information

Allow the user to view the information in the tabs other than the General tab. 

• View Passwords

Deprecated. 

Images

Allow the user to view the Maintenance > Images section. See  Images (Classic Operations App).

• Edit Images

Allow the user to edit images.

Internet Users

Allow the user to view the Maintenance > Internet Users section. See  Internet Users (Classic Operations App).

• Edit Internet Users

Allow the user to edit internet users.

• View Passwords

Allow the user to view internet user passwords.

• Allow Superuser Temp Password

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.

• Edit Invoice Formats

Allow the user to edit invoice formats.

• Edit Layouts

Allow the user to edit invoice format layouts.

Items

Allow the user to view the Maintenance > Items section. See Items.

• Edit 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).

• Edit Labels

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).

• Edit Message Formats

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).

• Edit Note Types

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).

• Edit Order Types

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).

• Edit Parcel Items

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).

• Edit Parcel Types

Allow the user to edit parcel types.

X Internet Localization Captions

Allow access to the Maintenance > Internet Localization Captions section. See Internet Localization Captions.

• Edit X 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).

• Edit Permissions

Allow the user to edit permissions. 

• View Other's Permissions

Allow the user to view other users' permissions.

Rates

Allow the user to view the Maintenance > Rate Charts section. See Rate Charts.

• Edit Rates

Allow the user to edit rates.

Reminders

Allow the user to view the Maintenance > Reminders section. See Reminders.

• Edit 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).

• Edit Sales Tax

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).

• Edit Service Types

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).

• Edit Status Codes 

Allow the user to edit status codes.

Streets

Allow the user to view the Maintenance > Streets section. See Streets.

• Edit Streets

Allow the user to edit streets.

Time Punches

Allow the user to view the Maintenance > Time Punches section. See Time Punches.

• Edit 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).

• Edit User Fields

Allow the user to edit user fields.

Vehicles

Allow the user to view the Maintenance > Vehicles section. See Vehicles (Classic Operations App).

• Edit Vehicles

Allow the user to vehicles.

Zones

Allow the user to view the Maintenance > Zones section. See Zones.

• Edit Zones

Allow the user to edit zones.

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.

Edit Fleets

Allow the user to edit fleets.

Order Parcels Scanning

Allow the user to Check In/Out Order Parcels. 

• Scan Parcels

Allow the user to scan parcels.

• Delete Parcels

Allow the user to delete parcels. 

Invoices

Allow the user to the Invoice Center. Invoices - Invoice Center.

• Create Invoices

Allow the user to create invoice batches. How to Create a New Invoice Batch. 

• Cancel Invoices

Allow the user to cancel invoice batches.

• Preview/Print Invoices

Allow the user to preview and/or print invoices.

Settlements

Allow the user to view settlements. 

• Create Settlements

Allow the user to create settlements. See Settlements - Create Settlements.

• Cancel Settlements

Allow the user to cancel settlements. See Cancel Settlements.

Mail Manager

Allow the user to access the mail manager. See Mail Manager.

• Clear Out Box

Allow the user to clear all the messages in the outbox.

• Clear Logs

Allow the user to clear all of the mail manager logs.

• Edit Profiles

Allow the user to edit profiles.

• Select Profiles

Allow the user to select profiles.

Time Clock

Allow the user to use the time clock to punch in/out.

• Edit Times

Allow the user to edit the time and date.

• Edit Vehicle

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.

• Update Weights Manually

Allow the user to update the weights manually.

• Update Dimensions/Weights Manually

Allow the user to update dimensions and weights manually.

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. 

• Base Rate 

Allow the user to re-calculate the Base Rate on orders.

• Items

Allow the user to recalculate Items  and Re-calculate Distance on orders.

• Surcharges

Allow the user to re-calculate Surcharges on orders.

• Locked Rates

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.

• Edit Tasks

Allow the user to edit tasks. 

• Delete Tasks

Allow the user to delete tasks.

• Show Popup Task Reminders

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.

• Override Global Settings

Allow the user to override the Basic Optimization settings from the dispatch board. This does not apply to Assisted/Autonomous Dispatch settings.

Find

Allow the user to use the Find search tool. See Find (Classic Operations App).

• Advanced

Allow the user to access the Advanced tab.

• Edit Advanced Queries

Allow the user to edit advanced queries.

• Export Query Results

Allow the user to export query results.

• Print Query Results

Allow the user to print query results.

• Edit Max Rows Value

Allow the user to edit the Max Records.

• Save Query Definitions

Allow the user to save query definitions.

• Move Query Groups

Allow the user to move query groups.

• Delete Query Groups

Allow the user to delete query groups.

• Allowed Query Groups

The selected query groups the user has access to.

Expand to select which query groups the user has access to.

• Query Definition Subscriptions

Allow the user to subscribe to a saved Find Query Definition. See Find > Query Definition Subscriptions.

• Allowed Finds

The selected finds the user has access to.

Expand to select which finds the user has access to.

• Email Find Results

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. 

• Sales Commissions - All Users

Allow the user to view all human resource Sales Commission Reports.

• Sales Commissions Selected Resources

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.

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.