All users will get roles: ROLE_USER and ROLE_EMPLOYEE, the rest roles are dependent on functional areas. There are some standard roles described in the table below, custom roles created for the special situations are not listed here.
Role | Assigned to | Remarks |
ROLE_USER | Everyone within the company | Gives access to the system |
ROLE_EMPLOYEE | Everyone within the company | Gives access to “Move Management” and “Management Info” Menus |
ROLE_COORDINATORS | Move Managers | Provides their name in the coordinator drop down list |
ROLE_SALES | Sales, Moving Consultant | Provides their name in the sales person and consultant drop-down list and gives access to Survey Icon and functionality. Access to Add Prospects. |
ROLE_SALES_MGR | Sales Manager | Add non-availability for their sales person in Survey Icon. |
ROLE_PRICING | Pricing | Provide names in Pricing person drop-down |
ROLE_OPS | Operations – dispatch and planning | Give access to Operations Menus |
ROLE_OPS_MGR | Operations Manager | Can edit resource controls. |
ROLE_ACCOUNTING | Central Finance | Finance Menu, can run Finance Extracts |
ROLE_ACCRUAL_MGMT | Finance | Allowed manual override of accrual reversal. |
ROLE_FINANCE | CFO | Change posting dates |
ROLE_BILLING | Billing persons | Generate Invoices, mark billing complete |
ROLE_PAYABLE | Payable approvers | Approve vendors Payable |
ROLE_ADDPARTNER | Normally one responsible sale or move manager by division | Can add new accounts as drafts |
ROLE_CREW_PAYROLL | HR/Accounting | Manage Crew list |
ROLE_FORWARDER | Forwarding Person | Manage forwarding functionality |
ROLE_EXECUTIVE | Senior Manager | Approve New Accounts |
ROLE_AUDITOR | Accounting Person | Access to Payroll, Local Operation, Movemenagement for the Audit |
ROLE_CLAIMS | Claim processor | Will show in Claim Person drop-down list |
ROLE_CONTRACT_MGMT | Central Accounting | Manage Contracts |
ROLE_QC | Operations QC | Will show name in QC list |
ROLE_ADMIN | Project Manager/Admin | Manage drop-down values |
ROLE_SECURITY_ADMIN | System Admin. | Manage Security |
ROLE_CUSTOMER_FEEDBACK | Manager | Manage Customer Feedback ( Just Say Yes) |