Overview
Roles in the TMS define what actions users can perform, and permissions specify their level of access. Each role can have different permissions tailored to its responsibilities.
In this article, we will focus on Route Permissions, which control access to route-related functionalities in the TMS.
How to Assign Route Permissions to Roles
Go to the Organization section in TMS.
Select Roles to view predefined roles.
Click New Role to create a role or edit an existing one.
Toggle the relevant View and Edit permissions under the Routes section.
Click Create Role or Save Changes to apply the permissions.
Route Permissions in TMS
Route Permissions are divided into View Permissions and Edit Permissions.
View Permissions (Allows Users to View Information):
View Driver Path – Allows Users to see recorded GPS positions of a Driver on a Route.
View Route Driving List – Allows Users to download the PDF containing the Route or Collection Point details.
View Routes – Enables Users to view all available Routes in the system.
View Support Note – Grants Permission to see Support Notes associated with a Route.
Edit Permissions (Allows Users to Modify Route Information):
Add Order to Route – Users can add Orders to an existing Route with the corresponding function.
Add Stop to Route – Allows adding new Stops to an existing Route.
Add Support Note – Users can add Notes to Routes for support or reference.
Assign Driver to Route – Grants Permission to allocate a Driver to a specific Route.
Assign Route to Organization – Users can assign a Route to an Organization they have a connection with (governing both Assign Contractor and Recall Contractor commands).
Assign Team to Route – Enables assigning a Route to a specific Team.
Assign Vehicle to Route – Users can allocate a Vehicle to a Route.
Cancel Stop – Allows Users to change a Stop status to Cancelled on a Route.
Create Routes – Grants the ability to create new Routes in the system.
Edit Customer Info – Users can modify Customer information associated with a Route (e.g., Address, Name, Phone Number, etc.).
Edit Driver Tasks – Allows modification of assigned tasks for Drivers (e.g., Photo, Signature, Scan Colli, etc.).
Edit Route Info – Grants access to update general Route details (e.g., Route Tags, Reference, etc.).
Edit Route Status – Users can change the current status of a Route.
Edit Route Timelines Views – Enables Users to adjust and create views on the Route Timelines page.
Edit Route Views – Enables Users to adjust and create views on the Route List page.
Edit Routes in Express Dispatch – Grants Permission to edit Routes related to the Express Dispatch feature.
Edit Stop Details – Users can modify information related to a Stop (e.g., Reference, Type).
Edit Stop Instructions – Allows editing instructions associated with specific Stops.
Edit Stop Rank – Grants Permission to change the ordering of Stops on a Route.
Edit Stop Status – Users can update the status of a Stop.
Edit Stop Tags – Allows adding or modifying Tags assigned to Stops.
Edit Stop Timeframe – Enables adjusting the time window for a Stop.
Reload Route in App – Users can refresh or reload the Route in the Driver App.
Remove Order from Route – Grants Permission to remove an Order from a Route (accessible in the Order Details page).
Set Dispatch Lock for a Route Stop – Allows locking a Route Stop to prevent further automatic modifications when using the Auto Dispatch component in the Express Dispatch feature.
Split Routes – Users can move some Orders onto a new Route (accessible from Live Tracking).
Conclusion
By properly configuring permissions, you can ensure that users have the right level of access to manage routes effectively.