User Roles
Organization Roles
When you create an organization, you automatically have an Organization Admin role. Then depending on your subscription level, you can invite other users to your organization and assign roles for them. Each user can either have the role of User, which does not enable them to modify the organization, or Admin, which gives them control over the organization, including the ability to create environments.
| Permission | Admin | User |
|---|---|---|
| Access the list of organizations you work in (e.g., the menu selector) | Yes | Yes |
| Access to the list of created environments your work in (e.g., the menu selector), possibility to switch between environments under the organization | Yes | Yes |
| Access to the organization settings (billing address, subscriptions, payment history and users settings) | Yes | No |
| Possibility to change organization settings | Yes | No |
| Possibility to change subscription level in an organization | Yes | No |
| Possibility to add subscriptions to an organization | Yes | No |
| Access to the combined invoice/receipt | Yes | No |
| Possibility to delete or recover an organization | Yes | No |
| Access to the list of users in an organization | Yes | No |
| Possibility to invite users to an organization | Yes | No |
| Possibility to create a new invironment in an organization | Yes | No |
| Access to the list of users in an environment of an organization | Yes | No |
| Possibility to recover environments of an organization | Yes | No |
Environment Roles
When you create an environment, you automatically have an Environment Admin role. Then depending on your subscription level, you can invite other users to your environment and assign roles for them.
| Permissions | Admin | Manager | User Admin | User |
|---|---|---|---|---|
| Access to the list of created environments your work in (e.g., the menu selector), possibility to switch between environments under the organization | Yes | Yes | Yes | Yes |
| Access to the environment settings (display preferences, users, depots, vehicles, vehicle categories, geo coding, routes, failure reason codes, proof of delivery, public tracking, custom fields, areas, channels, devices and reporting settings) | Yes | Yes | No | No |
| Possibility to change environment settings | Yes | No | No | No |
| Access to the list of environment users and their roles in it | Yes | Yes | Yes | No |
| Possibility to add and delete users to an environment (users must be linked to the containing organization) | Yes | No | Yes | No |
| Possibility to delete an environment | Yes | No | No | No |
| Possibility to view routes | Yes | Yes | No | Yes |
| Possibility to create (including AI route building), update (including route calibration and optimization), or delete routes | Yes | Yes | No | No |
| Possibility to visualize multiple routes side-by-side on a single map page (in Hub) | Yes | Yes | No | No |
| Possibility to start and complete routes | Yes | Yes | No | Yes |
| Possibility to view orders | Yes | Yes | No | Yes |
| Possibility to create (including order import in Hub), update, or delete orders | Yes | Yes | No | No |
| Possibility to view breaks | Yes | Yes | No | Yes |
| Possibility to create, update, or delete breaks | Yes | Yes | No | No |
| Possibility to load vehicle with setting package placement in the vehicle and adding photos | Yes | Yes | No | Yes |
| Possibility to record arrival/departure to/from the stop | Yes | Yes | No | Yes |
| Possibility to view PODs | Yes | Yes | No | Yes |
| Possibility to create PODs (in the mobile app) | Yes | Yes | No | Yes |
| Possibility to view vehicle checks | Yes | Yes | No | Yes |
| Possibility to create vehicle checks (in the mobile app) | Yes | Yes | No | Yes |
| Possibility to view analytics and reporting (in Hub) | Yes | Yes | No | Yes |