Introducing Roles & Permissions
Our latest feature, Roles & Permissions, gives you the flexibility and control to manage your team's access within our platform effectively. This guide will walk you through the basics of setting up and using this feature.
Overview
Roles & Permissions allows you to:
Assign specific roles to team members, determining what they can view, access, and modify within the platform.
Customise permissions for each role, ensuring team members have the access they need to fulfil their duties without compromising security or privacy.
Getting Started
Currently, only the Office Admin has access to this feature. Access will be extended to other roles in future updates.
Accessing Roles & Permissions
Go to the Settings menu
Select the "Office Settings" option
Add User to Your Office
Go to “Office Management” tab at the left
If you manage multiple offices, please select the office where you wish to add a user under the “Office Management” tab
Click on “Add User”
Enter the information of the user you wish to add:
The user’s company email
Select a role for the user (The role selection is exclusive to CargoMART Pro. For offices on the Free plan, the role is limited to "Standard" only)
Click “Confirm”
An email invitation will be sent to the email address you entered
Changing Roles to Existing Team Members
Go to “Office Management” tab at the left
If you manage multiple offices, please select a office under the “Office Management” tab
Navigate to the team member's profile from the list or using the search field
Click on the pencil icon to edit
Select the “Roles & Permission” tab on the left side of the modal
Select the new role from the dropdown menu.
Confirm the update
As an admin, you can modify the roles of all users except fellow admins. For changes to an admin's role, please reach out to us at support@cargoai.co
Removing Existing Team Members
Go to “Office Management” tab at the left
If you manage multiple offices, please select a office under the “Office Management” tab
Navigate to the team member's profile from the list or using the search field
Click on the bin icon to remove this user
Click “Remove” to confirm the change
As an admin, you can remove all users except fellow admins. For removals to an admin's role, please reach out to us at support@cargoai.co
Table of Roles and their Permissions
|
| Admin | Standard | Operations | Sales |
Category | Function | Admin | Standard | Operations | Sales |
User related | Add new user | ✓ | X | X | X |
| Edit user’s role | ✓ | X | X | X |
| Remove user | ✓ | X | X | X |
Booking related | Create booking | ✓ | ✓ | ✓ | X |
| Modify booking | ✓ | ✓ | ✓ | X |
| Read booking | ✓ | ✓ | ✓ | ✓ |
Quote related | Create quote | ✓ | ✓ | ✓ | ✓ |
| Modify quote | ✓ | ✓ | ✓ | ✓ |
| Read quote | ✓ | ✓ | ✓ | ✓ |
Best Practices
Review regularly: Keep your roles and permissions updated as your team evolves
Limit Admin roles: Only grant full permissions to those who absolutely need it