Introduction
Hello, and welcome to Super Dispatch! If this is your first time here then I would like to personally welcome you to our platform. Today, we are going to be going over User Roles inside of Shipper TMS!
In the Shipper TMS, there are four User Roles for Admins to choose for each user. Those User Roles are:
Admin (Administrator)
Dispatcher
Sales
Accounting
By default, when a new user is created, and a User Role is selected, that User Role has a set of default User Permissions, which will control what actions a certain user can take within your Super Dispatch Shipper TMS account. Let's go over those permissions below.
Admin (Administrator)
Admins or Administrators have complete access to perform any actions available in Shipper TMS.
Dispatcher:
Dispatchers have the following permissions set by default:
Order - Create, read, update or delete any order
Order payment - Update order payment information (payment terms, notes, method, amount, reference number)
Order price - Update order price and broker fee
Send offer - Send a load offer to a carrier
Cancel offer - Cancel sent offer
Cancel order - Cancel order
Send customer invoice - Send customer invoice
Archive order - Archive order
Unarchive order - Unarchive order
Mark as inactive order - Mark order as inactive (i.e., delete order)
Restore inactive order - Restore inactive order (i.e., restore deleted order)
Manually mark as accepted - Manually mark an order as accepted
Manually mark as picked up - Manually mark an order as picked up
Manually mark as delivered - Manually mark an order as delivered
Rollback manual status change - Rollback manual status change
Update carrier profile - Update carrier profile in carrier management form
Update company profile - Update company profile
Report generation - Generate reports
Customer management - Manage customer profile
Posting Loads - The ability to create, and post loads to the Super Loadboard
Sales:
Order - Create, read, and update any order
Order payment - Update order payment information (payment terms, notes, method, amount, reference number)
Order price - Update order price and broker fee
Accounting:
Order - Read or update any order
Order payment - Update order payment information (payment terms, notes, method, amount, reference number)
Order price - Update order price and broker fee
Send customer invoice - Send customer invoice
Mark as paid - Mark the order as paid
Mark as customer paid - Mark the order as the customer paid
If you have questions about User Roles, User Permissions, or anything else Super Dispatch, don't hesitate to contact our Support Team by clicking the chat icon in the lower right corner of your screen! We are happy to help! 👋 😎