Use roles & permissions to provide your team the access they need to Routeique.
Our Roles & Permissions make it easy for you to setup accounts for your team.
The roles are:
- Back Office
- Order Desk
- Sales Representative
- Warehouse Manager
- Driver
System Access by Role
| Back Office | Order Desk | Sales Representative | Warehouse Manager | Driver | |
| System Access | |||||
| Digital Control Tower | ✔️ | ✔️ | ✔️ | ||
| Customer Order Portal | ✔️ | ✔️ | |||
| DMS Mobile App | ✔️ | ✔️ | ✔️ | ||
| IMS Mobile App | ✔️ | ✔️ |
Permissions by Role
| Back Office | Order Desk | Sales Representative | Warehouse Manager | Warehouse Team Member | Driver | |
| Permissions | ||||||
| Create/Edit Products | ✔️ | |||||
| Manage Price Plans | ✔️ | |||||
| Import Data | ✔️ | |||||
| Export Data | ✔️ | |||||
| Manage Inventory | ✔️ | ✔️ | ✔️ | ✔️ | ||
| Create Orders | ✔️ | ✔️ | ||||
|
Schedule/ Reschedule Orders |
✔️ | ✔️ | ||||
|
Unschedule/Cancel Orders |
✔️ | ✔️ | ||||
| Adjust/Update Orders | ✔️ | ✔️ | ✔️ | |||
| Deliver Orders | ✔️ | ✔️ | ✔️ | |||
| Create/Edit Reports | ✔️ | ✔️ | ✔️ | ✔️ | ||
| Manage Users | ✔️ | |||||
| Update Order Attributes | ✔️ | ✔️ | ||||
| Update Order Reference ID | ✔️ | ✔️ | ||||
| Update Order Group Name | ✔️ | ✔️ | ||||
| Delete/Deactivate Order Groups | ✔️ | ✔️ | ||||
| Add Order to Order Groups | ✔️ | ✔️ | ||||
| Update Orders on Order Groups | ✔️ | ✔️ |