The table below lists all available user roles, as viewed from within the User Setup > Personnel > Roles setup, along with the category and section the role is listed under.

 

The Tab(s) setting lists which specific tab or sections that can be accessible to a user assigned the corresponding role.   In the case of the AdvancedRating role, the user assigned this role will have access to three sections within the Advanced Rating section: Setup, Ranges, and Details. 

 

If the Role is a section with another tab, then the user will also need to be assigned to the Role for the tab.  To access the Advance Setup section within the Branch Setup tab, for example, the user will also need to be assigned to the BranchSetup role as well as the AdvanceSetup role.  This will grant the user access to the Branch Setup tab and the Advance Setup section within.

 

The following table lists each available user role and the setup area in which it references.  In some cases, the role will grant a user access to the entire setup area and in others to a specific tab, field, or section within an area.

 

In the case of the AgentCreation role, the user is only granted access to the New button within the Agent setup area.

 

User Role

References these Setup Areas

Category

Sub-Category

Tab(s)

Section / Field

AddressLocationType

Move Setup

Address Location Type

All

All

AdvancedRating

Accounting Setup

Advanced Rating

All

All

AdvanceSetup

 

Accounting

Advance Setup

Advance Setup

All

Common

Branch Setup

General

Advance Setup

User Setup

Personnel

General

Advance Setup

Agent

Move Setup

Agent

General

All

AgentCreation

Allows a user create a new user within the Agent setup (makes the New button available)

AutoCommissionOptions

Accounting Setup

Auto Commission Opt.

All

All

BranchSetup

Common

Branch Setup

All

All

Default

Unused

Equipment

Move Setup

Equipment

General

All

EquipmentSafetyInfo

Move Setup

Equipment

Safety

All

InternationalCarrier

International

Carrier

General

All

InternationalConsolidator

International

Consolidator

General

All

InternationalCustomsAgent

International

Customs Agent

General

All

InvoiceRequirements

Accounting Setup

Invoice Requirements

All

All

License Key

Common

License Key Reg.

All

All

Materials

Accounting Setup

Materials

General

All

MilitaryBase

Military

Military Base

All

All

MilitaryCarrier

Military

Military Carrier

All

All

Move

Unused

MoveType

Move Setup

Move Type

All

All

NationalAccount

Move Setup

National Account

All

All

Personnel

User Setup

Personnel

General

All

PersonnelAccounting

User Setup

Personnel

General

Accounting Section

PersonnelContactInfo

User Setup

Personnel

Contact

All

PersonnelDispatchInfo

User Setup

Personnel

Dispatch

All

PersonnelInterfaceMapping

User Setup

Personnel Interface Mapping

All

All

PersonnelSafetyInfo

User Setup

Personnel

Safety

All

Quote

Common

Quote

Status

All

RolesSetup

User Setup

Personnel

Roles

All

SecurityProfile

User Setup

Security Profile

General

All

SisterAgency

Move Setup

Agent

General

Sister Agency

Tasks

Common

Task Setup

All

All

UserAccessSetup

User Setup

Personnel

User Setup

All

WebUserSetup

User Setup

Personnel

Web User Setup

All