Setting up permissions allows to set up what kind of content can be accessed, viewed, edited by company employees. In large organizations, restricting access is important for maintaining data privacy and security.
Accessing the settings screen
To set up the group access, press on the User icon at the top-right of the screen, and select System settings:
The settings screen will be presented, select Permissions and press on Group access:
Setting up the group access
The first step when setting up the group access is to choose the user group:
Billing;
CSRs;
Driver managers;
Fleet managers;
Operations managers;
Payroll;
Planners;
Safety;
Sales;
Recruiters:
After selecting the user group, the the information with permission accesses will be shown on the right side of the screen:
Permission options
There are three permission options:
To create;
The user can create a category. If the user has create permission, then edit and view permissions are enabled by default;
To edit;
The user can edit a category. If the user has edit permission, then view permission is enabled by default;
To view;
The user can only view the category. If the user has view category, he/she will not be able to edit or create a category;
Permission categories
When selecting the permissions they are categorized into:
Companies:
User can create a new company, edit company details etc.
Customers:
User can create a new customer, edit customer details, add additional information if needed;
Deductibles:
User can edit or create the deductibles list;
Destinations:
User can create a new destination, by entering the address and other important information;
Drivers:
User can create a new driver, add vacation days, edit driver information;
Inspections:
User can add a new inspection data, edit current inspections, view them;
Orders:
User can create new orders, edit order details;
Owners:
User can add new owner information, add owner details;
Safety:
User can create, edit safety tasks, add new information regarding accidents/incidents;
Trailers, trailer status:
User can add a new trailer, choose trailer type etc. User can also edit trailer status information;
Transactions:
User can monitor and add a new transaction if needed;
Trucks, truck status:
User can add new truck, choose truck type etc.;
When the permissions are selected, press on Save, and confirm the changes by pressing Yes:
Every role has a different set of permissions by default.