In Cargobase, each provider user is assigned a role that defines their access and permissions across various modules. 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 |
|
| View Users |
|
| Edit Users |
|
| View User Roles |
|
| Edit User Roles |
|
| View Teams |
|
| Edit Teams |
|
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).