Definition of User Roles
- Gordon Han
Administrator
The administrator is used for creating user and access to all parts of the application (Except Invoicing)
Access Type | Read | Edit | Add | Delete |
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Customer |
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Contact |
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Merge Customers and Contacts |
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Shift |
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Job |
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Driver |
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Vehicle |
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Shift Template |
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Job Template |
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Route |
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Region |
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Invoice |
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Job Control |
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Inventory |
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Shift Scheduling |
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Driver Tracking |
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Configurations |
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Manage Users |
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Send Notifications |
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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 Type | Read | Edit | Add | Delete |
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Customer |
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Contact |
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Merge Customers and Contacts |
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Shift |
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Job |
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Driver |
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Vehicle |
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Shift Template |
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Job Template |
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Route |
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Region |
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Invoice |
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Inventory |
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Job Control |
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Shift Scheduling |
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Configurations |
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Driver Tracking |
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Manage Users |
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Send Notifications |
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Driver
The driver has only access to information required to perform their job
Access Type | Read | Edit | Add | Delete |
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Customer |
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Contact |
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Merge Customers and Contacts |
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Shift |
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Job |
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Driver |
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Vehicle |
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Shift Template |
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Job Template |
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Route |
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Region |
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Invoice |
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Inventory |
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Job Control |
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Shift Scheduling |
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Driver Tracking |
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Manage Users |
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Send Notifications |
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Configurations |
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Finance
The finance role has access to invoices information and any items relating to invoice.
Access Type | Read | Edit | Add | Delete |
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Customer |
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Contact |
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Merge Customers and Contacts |
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Shift |
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Job |
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Driver |
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Vehicle |
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Shift Template |
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Job Template |
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Route |
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Region |
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Invoice |
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Inventory |
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Job Control |
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Shift Scheduling |
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Driver Tracking |
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Send Notifications |
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Manage Users |
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Configurations |
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Finance Read Only
The finance read only role has access to invoices information and any items relating to invoice.
Access Type | Read | Edit | Add | Delete |
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Customer |
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Contact |
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Merge Customers and Contacts |
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Shift |
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Job |
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Driver |
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Vehicle |
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Shift Template |
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Job Template |
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Route |
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Region |
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Invoice |
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Inventory |
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Job Control |
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Shift Scheduling |
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Driver Tracking |
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Send Notifications |
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Manage Users |
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Configurations |
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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 Type | Read | Edit | Add | Delete |
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Customer |
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Contact |
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Merge Customers and Contacts |
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Shift |
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Job |
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Driver |
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Vehicle |
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Shift Template |
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Job Template |
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Route |
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Region |
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Invoice |
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Inventory |
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Job Control |
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Shift Scheduling |
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Driver Tracking |
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Send Notifications |
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Manage Users |
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Configurations |
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Office Worker
The office work works with customer contacts, jobs.
Access Type | Read | Edit | Add | Delete |
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Customer |
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Contact |
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Merge Customers and Contacts |
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Shift |
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Job |
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Driver |
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Vehicle |
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Shift Template |
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Job Template |
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Route |
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Region |
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Invoice |
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Inventory |
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Job Control |
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Shift Scheduling |
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Driver Tracking |
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Send Notifications |
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Manage Users |
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Configurations |
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Read Only
This is a basic role that is only allowed to view information.
Access Type | Read | Edit | Add | Delete |
|---|---|---|---|---|
Customer |
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Contact |
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Merge Customers and Contacts |
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Shift |
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Job |
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Driver |
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Vehicle |
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Shift Template |
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Job Template |
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Route |
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Region |
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Invoice |
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Inventory |
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Job Control |
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Shift Scheduling |
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Driver Tracking |
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Send Notifications |
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Manage Users |
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Configurations |
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