What Are The Different Users Roles 

When adding a new user, you need to select which level of user role permissions to grant.

1. Owner: (All Permissions)

• There must be a minimum of one Owner in an Org
• Has full control over the account
• Can create, edit, and delete any object in the organization except carrier contacts and carrier companies

2. Admin: (Create/Delete Warehouses, Docks, Load Types, Users)

• • Can do everything an Operator can do plus:
    • Create, edit, and delete Warehouses, Docks, Load Types, and appointment Fields
    • Create, edit & delete users who are equal to or lower than their role (Admin, Operator, Attendant, or Spectator)

3. Operator: (Create Appointments & Users)

• • Can do everything an Attendant can do plus:
    • Create and delete appointments and reserved time slots
    • Create new carrier contacts and carrier companies (but cannot edit)

4. Attendant: (Edit Appointments)

• • Can do everything a Spectator can do plus:
    • Edit appointments (but not create)

5. Spectator: (View Only)

• • Can view (but not edit) any object in the system which includes:
    • Organization
    • Warehouses
    • Docks
    • Load Types
    • Appointments
    • Users