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User Roles & Permissions

Each user is assigned a role that defines their access and permissions across various capabilities. Roles reflect the user’s business function and can be fully customized to align with the company’s standards and operational needs.

Outlined below are the specific permissions assigned to each Provider's user role across the available modules.

Quoting

  • View Quote Requests:
    Users can view quote requests within the same payment location.
    → They cannot create or edit quote requests.

Tracking

  • View Shipments, Edit Own Shipments:
    → Users can view all shipments from their company but can only edit the shipments they created.

Invoicing

  • View Invoices:
    → Users can view invoices submitted by their company for shipments they have access to.

Reporting

  • Generate and View Reports:
    → Users can access the Analytics page, generate reports, and download them in supported formats (e.g., CSV or XLSX).

Admin Settings

Permission Type

Description

View Company Settings

  • Can view company details in Admin Settings (no edit access).

View Users

  • Can view the list of team members in Admin Settings (no edit access).

Edit Users

  • Can add or edit users in Admin Settings. Requires "View Users" permission to be enabled.

View User Roles

  • Can view the list of user roles in Admin Settings (no edit access).

Edit User Roles

  • Can add or edit user roles in Admin Settings. Requires "View User Roles" permission to be enabled.

Note: Users cannot edit their own Admin role. Role changes for Admins must be done by Cargobase staff.

View Teams

  • Can view the team(s) assigned to them under My Details → Teams (view-only access, limited to assigned teams).

Edit Teams

  • Can edit team details that are assigned to them under My Details → Teams. (Able to assign users)

Admin users with View/Edit User Roles permission can add roles from their end by navigating to Settings → Admin Settings → User Roles.

Please note that any changes to Admin roles can only be amended by Cargobase Support.

Example of default roles for Provider users:

  • Admin: Full access to view and edit company, user, and role settings.

  • Manager: Can manage users and shipments with limited admin rights.

  • Regular User: Can view and manage only their own shipments and reports.

If the provider wishes to add a new role, they can do so; however, they must first confirm the role name and specify the permissions to be granted for each relevant module (e.g., Quoting, Tracking, Invoicing, Reporting, Admin Settings).

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