Roles and Permissions

What is Role and Permission?

Roles: Roles are sets of permissions or rights assigned to users based on their responsibilities, job functions, or levels within an organization. For example, in a company's system, there might be roles such as "Administrator," "Customer Service," "Standard," and "Driver." Each role has associated permissions that determine what actions or operations users assigned to that role can perform within the system.

Permissions: Permissions specify what actions or operations a user with a particular role can perform within a system. These actions could include viewing, creating, editing, or deleting data, accessing certain features or functionalities, or performing administrative tasks. Permissions are typically granular, allowing for fine-tuned control over user access.

Roles and permissions work together to ensure that users have appropriate access to resources and that sensitive information remains secure. By assigning roles to users and defining the permissions associated with each role, organizations can enforce the principle of least privilege, granting users only the access they need to perform their job functions effectively while minimizing the risk of unauthorized access or data breaches.

How to access Roles & Permissions screen?

* Click on the option 'Organization' from the left navigation bar.

* Click on the option 'User Administration'. 

* Click on Roles & Permissions option on the top of your screen under User Management.

* You can see list of available roles which are editable by admin only.

Add new Role:

New role can be created and defined by clicking "Add role" button. Permissions 

Roles and available permissions:

You can define various roles and assign different permissions to each role. If no option is chosen for a particular role, it will be automatically granted by default. 

Organization Settings

User admin: By disabling this option, user won't be able to access "User Administration" window 

App Settings:  By disabling this option, user won't be able to access "App settings" window  

Rate Cards 

There are 2 option that can be chosen:

Read Only: If this option is selected, user won't be able to make any changes in costing.

Full: User would have full access of Finance.

Service Types

Assign Roles: User would be able to access service type and make changes in the service types.

Job Actions

There are multiple permissions can be allowed to each user according to their job responsibilities such as Read Only, Book Job, Edit Job, Cancel Job, Reject Job, Contractor Assignment, Driver Assignment, Update Job Timestamps, Asset Assignment, Rate Assignment, Add Additional Charges, Manage Documents, Full, Edit Trip sheets and Edit Manifest.