User Management Roles
Here you can find each user role and how your company can benefit from user management.
User management gives you the ability to add users to your company account. You can select each user's role from a set of pre-defined functions. Below are the descriptions of each part:
Admin - has full access to the entire platform. By default, every company account must have at least one admin. Admins can add, edit, or delete other users. Please be careful when assigning this role. Examples of users in your company could be IT administrators and account administrators.
Manager - can view all shipments and book and manage shipments but cannot add, edit, or delete users. You can also edit booking templates. Examples for your company could be logistics managers/account managers.
Member - can book and manage shipments assigned to them by an admin or manager. Does not have access to the Company Account tab (which contains account details, user management, documents, customs settings, and activity feed). They can only view the booking templates assigned to them. In your company, this could be the operations manager.
Billing Contact - is an additional designation that can be combined with any other role. A billing contact receives billing-related emails (such as invoices). This role is currently limited to 3 billing contacts per company account. By default, every company account must have at least one billing contact. Examples of this are your accounting/finance department.
FAQs
Can I have more than one Admin/Member/Manager?
>Yes, there are no limits.
Can I combine roles?
>Yes, all parts can be combined.
Is there a limit to the number of users I can add?
>No, there are no limits.
How many users do I need to have at a minimum?
>The minimum number of users is 1, but the minimum number of user roles is 2 (i.e., Admin and Billing Contact).
Why can't I see all shipments in the company?
>By default, only Administrators and Managers can see all shipments. A Member can only see loads assigned to them by an Admin or Manager. To do this, go to the shipment overview and add the desired Member by clicking "Add more Members" in the top right corner.