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The administrator is used for creating user and access to all parts of the application (Except Invoicing)

Access TypeReadEditAddDelete
Customer(tick)(tick)(tick)(tick)
Contact (tick)(tick)(tick)(tick)
Merge Customers and Contacts(tick)(tick)(tick)(tick)
Shift(tick)(tick)(tick)(tick)
Job(tick)(tick)(tick)(tick)
Driver(tick)(tick)(tick)(tick)
Vehicle(tick)(tick)(tick)(tick)
Shift Template(tick)(tick)(tick)(tick)
Job Template(tick)(tick)(tick)(tick)
Route(tick)(tick)(tick)(tick)
Region(tick)(tick)(tick)(tick)
Invoice(error)(error)(error)(error)
Job Control(tick)(tick)(tick)(tick)
Inventory(tick)(tick)(tick)(tick)
Shift Scheduling(tick)(tick)(tick)(tick)
Driver Tracking(tick)(tick)(tick)(tick)
Configurations(tick)(tick)(tick)(tick)
Manage Users(tick)(tick)(tick)(tick)
Send Notifications(tick)(tick)(tick)(tick)


Operations Manager

This role is used for managing the operations of Shifts. The have access to all of the areas required to run operations. Drivers, Jobs, Vehicles, Routes on 

Access TypeReadEditAddDelete
Customer(tick)(tick)(tick)(tick)
Contact(tick)(tick)(tick)(tick)
Merge Customers and Contacts(tick)(tick)(tick)(tick)
Shift(tick)(tick)(tick)(tick)
Job(tick)(tick)(tick)(tick)
Driver(tick)(tick)(tick)(tick)
Vehicle(tick)(tick)(tick)(tick)
Shift Template(tick)(tick)(tick)(tick)
Job Template(tick)(tick)(tick)(tick)
Route(tick)(tick)(tick)(tick)
Region(tick)(tick)(tick)(tick)
Invoice(error)(error)(error)(error)
Inventory(tick)(tick)(tick)(tick)
Job Control(tick)(tick)(tick)(tick)
Shift Scheduling(tick)(tick)(tick)(tick)
Configurations(error)(error)(error)(error)
Driver Tracking(tick)(tick)(tick)(tick)
Manage Users(error)(error)(error)(error)
Send Notifications(tick)(tick)(tick)(tick)

Driver

The driver has only access to information required to perform their job

Access TypeReadEditAddDelete
Customer(tick)(tick)(tick)(tick)
Contact(tick)(tick)(tick)(tick)
Merge Customers and Contacts(error)(error)(error)(error)
Shift(tick)(tick)(error)(error)
Job(tick)(tick)(tick)(tick)
Driver(tick)(error)(error)(error)
Vehicle(tick)(error)(error)(error)
Shift Template
(tick)
(error)(error)(error)(error)
Job Template
(tick)
(error)(error)(error)(error)
Route
(tick)
(error)(error)(error)(error)
Region
(tick)
(error)(error)(error)(error)
Invoice(error)(error)(error)(error)
Inventory(error)(error)(error)(error)
Job Control(error)(error)(error)(error)
Shift Scheduling(error)(error)(error)(error)
Driver Tracking(error)(error)(error)(error)
Manage Users(error)(error)(error)(error)
Send Notifications(error)(error)(error)(error)
Configurations(error)(error)(error)(error)

 

Finance

The finance role has access to invoices information and any items relating to invoice.

Access TypeReadEditAddDelete
Customer(tick)(error)(error)(error)
Contact(tick)(error)(error)(error)
Merge Customers and Contacts(error)(error)(error)(error)
Shift(tick)(error)(error)(error)
Job(tick)(error)(error)(error)
Driver(error)(error)(error)(error)
Vehicle(error)(error)(error)(error)
Shift Template(error)(error)(error)(error)
Job Template(error)(error)(error)(error)
Route(error)(error)(error)(error)
Region(error)(error)(error)(error)
Invoice(tick)(tick)(tick)(tick)
Inventory(tick)(error)(error)(error)
Job Control(error)(error)(error)(error)
Shift Scheduling(error)(error)(error)(error)
Driver Tracking(error)(error)(error)(error)
Send Notifications(error)(error)(error)(error)
Manage Users(error)(error)(error)(error)
Configurations(error)(error)(error)(error)

Finance Read Only

The finance read only  role has access to invoices information and any items relating to invoice.

Access TypeReadEditAddDelete
Customer(tick)(error)(error)(error)
Contact(tick)(error)(error)(error)
Merge Customers and Contacts(error)(error)(error)(error)
Shift(tick)(error)(error)(error)
Job(tick)(error)(error)(error)
Driver(error)(error)(error)(error)
Vehicle(error)(error)(error)(error)
Shift Template(error)(error)(error)(error)
Job Template(error)(error)(error)(error)
Route(error)(error)(error)(error)
Region(error)(error)(error)(error)
Invoice(tick)(error)(error)(error)
Inventory(tick)(error)(error)(error)
Job Control(error)(error)(error)(error)
Shift Scheduling(error)(error)(error)(error)
Driver Tracking(error)(error)(error)(error)
Send Notifications(error)(error)(error)(error)
Manage Users(error)(error)(error)(error)
Configurations(error)(error)(error)(error)

Merge Items

This role grants permission for user to merge customer and contacts to remove duplicate customer or contacts that may have been created accidentally.

Access TypeReadEditAddDelete
Customer(error)(error)(error)(error)
Contact(error)(error)(error)(error)
Merge Customers and Contacts(tick)(tick)(tick)(tick)
Shift(error)(error)(error)(error)
Job(error)(error)(error)(error)
Driver(error)(error)(error)(error)
Vehicle(error)(error)(error)(error)
Shift Template(error)(error)(error)(error)
Job Template(error)(error)(error)(error)
Route(error)(error)(error)(error)
Region(error)(error)(error)(error)
Invoice(error)(error)(error)(error)
Inventory(error)(error)(error)(error)
Job Control(error)(error)(error)(error)
Shift Scheduling(error)(error)(error)(error)
Driver Tracking(error)(error)(error)(error)
Send Notifications(error)(error)(error)(error)
Manage Users(error)(error)(error)(error)
Configurations(error)(error)(error)(error)

 

Office Worker

The office work works with customer contacts, jobs. 

Access TypeReadEditAddDelete
Customer(tick)(tick)(tick)(error)
Contact(tick)(tick)(tick)(error)
Merge Customers and Contacts(error)(error)(error)(error)
Shift(tick)(error)(error)(error)
Job(tick)(tick)(tick)(tick)
Driver(tick)(error)(error)(error)
Vehicle(tick)(error)(error)(error)
Shift Template(error)(error)(error)(error)
Job Template(error)(error)(error)(error)
Route(tick)(error)(error)(error)
Region(tick)(error)(error)(error)
Invoice(error)(error)(error)(error)
Inventory(error)(error)(error)(error)
Job Control(error)(error)(error)(error)
Shift Scheduling(error)(error)(error)(error)
Driver Tracking(error)(error)(error)(error)
Send Notifications(error)(error)(error)(error)
Manage Users(error)(error)(error)(error)
Configurations(error)(error)(error)(error)

 

Read Only

This is a basic role that is only allowed to view information.

Access TypeReadEditAddDelete
Customer(tick)(error)(error)(error)
Contact(tick)(error)(error)(error)
Merge Customers and Contacts(error)(error)(error)(error)
Shift(tick)(error)(error)(error)
Job(tick)(error)(error)(error)
Driver(tick)(error)(error)(error)
Vehicle(tick)(error)(error)(error)
Shift Template(error)(error)(error)(error)
Job Template(error)(error)(error)(error)
Route(error)(error)(error)(error)
Region(error)(error)(error)(error)
Invoice(error)(error)(error)(error)
Inventory(error)(error)(error)(error)
Job Control(error)(error)(error)(error)
Shift Scheduling(error)(error)(error)(error)
Driver Tracking(error)(error)(error)(error)
Send Notifications(error)(error)(error)(error)
Manage Users(error)(error)(error)(error)
Configurations(error)(error)(error)(error)