Security

User Permissions

The user permissions in TMS are based on 5 levels of access (Customer, Sales, Operations, Accounting, Admin). Each level of access (except customer and admin) can also be applied the role of Manager. Following is a summary of the rights allowed each access level. The levels are listed in order from the least access to the most access.

Customer

This level should be set for all customers. This will lock customers into a private section of the application where there is absolutely NO access to the main section of the application. This means customers will only be allowed to see shipments they booked or they are being billed on. Customers will NOT have the ability to see any shipment costs.

Sales

This level should be set for all sales reps. This role will only allow the user to view shipments and customers attached to this user. This means the user will have to be set to earn a commission for the customers' shipments. Sales reps are able to see and change the cost and billed amount for shipments. Sales reps can not see commissions. After an invoice is created the billed amount and cost can no longer be changed.

Sales Manager

This level should be set for sales managers. This role has all the rights of the sales role and also has the ability to see other Staff members.

Operations

This level should be set for all operations staff. This role will allow the user to view all customers and all shipments in the system. Commissions are not visible. After an invoice has been created the billed amount and cost can no longer be changed.

Operations Manager

This level is an extension of operations with all the same access. Additionally this role is allowed to Add and Manage carriers and accessorial charges.

Accounting

This level should be set for users who work in AR, AP or collections. Accounting staff can not see commissions. After an invoice has been created the billed amount can no longer be changed.

Accounting Manager

This level should be set for users who work with commissions and can change the cost of shipments after they have been invoiced. This role has full access to all financial data.

Admin

This level of access has full access to all sections of the site. This should only be set for a select few users. Admin is the only access level that can add new customers.