SETTINGS>> User Roles
When setting up user in User tabs, you may wish to modify the Role to provide a different permission to say a Sales Rep, or Manager. To customize your user roles and permissions, along with who is able to change or modify a load based on status.
To get started go to Settings>> Load Status. You will see two sub tabs Permissions and Load Status
With Permissions customize any role in the system to meet the level of authorization and permissions you want.
- Select the Role you want to see permissions for
- Modify permissions by select or deselecting the options below
- Your changes will be saved automatically.
With Load Status set which loads a user can modify based on the Load Status.
- Select the Role you want to see the Load Status permissions for
- Modify permissions based on which load you want the role to be able to modify.
- Unchecked load status - Role is not able to edit a load in this status. Instead it will say "View only, Edit not allowed"
- Checked load status- Role is able to edit and modify load.
- Your changes will be saved automatically.
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