Employee roles in the Bookings module

Updated 3 months ago by Katarzyna

Who can use this function ?

User who have purchased the Dock Scheduler add-on and have administrator rights to their company account.

From this article you will learn:

  • what roles you can assign to employees,
  • how to assign a role to a new employee,
  • how to manage roles.

When your company gets access to the Dock Scheduler, all employees will see a new module on the Platform - Bookings (if you have the Trans for Carrier line or the Trans for Forwarder line). As an administrator, you can manage the roles of your employees in the module by assigning them different roles.

Roles in the Bookings module

Dock Scheduler Manager

Manages the company and schedules as well as the booking process from the perspective of the carrier for other shippers using the Dock Scheduler.

Booker

Makes bookings with shippers using the Dock Scheduler and manages their own bookings as a carrier.

The Dock Scheduler Manager role is active when both DS Schedules and DS Bookings are enabled.

Assigning a role to a new employee

Employees who have accounts receive access to the Dock Scheduler. As an administrator, you can change their roles according to the needs of the company. Learn how to manage roles and access.

To add a new employee and assign him or her a role in the Dock Scheduler, follow the steps below.

  1. Click on your avatar and select My company.

  1. In the Employees tab, click the Add employee button.

  1. The form for adding a new employee is displayed.
    In the first step (User details) provide: first name, last name, email address and position.
    Click the Next button to proceed to the next step.
  1. In the Roles and accesses step, you can assign the appropriate administrative and operational role to the employee and specify the account type.
    Select the administrative and operational role in the round checkbox.

Next to the selected role, a list of additional selectable permissions is expanded.

Select the account type.

After completing the data in this step, click Next.

  1. In the Additional details step, you can enter additional information.
  • Driver details and their licenses
  • Personal and professional details

After completing all the steps in the form, click Save.

  1. On the left side, at the bottom of the screen, you will receive two notifications that the employee has been added and the roles have been defined.
    You will find the new employee at the top of the list.

Account and role management

  1. To edit or delete an employee account, click on your avatar and select My company.

  1. In the Employees tab, click on the name of the selected employee.
  2. The next window displays all information about the employee. Click the More button and select Manage employee.

  1. The Manage employee window consists of 3 tabs:
  • User data - changing the details requires authorization.
  • Driver details - here you can add or edit additional data.
  • Account settings - here you can change the assigned roles.

  1. Go to the Account settings tab to assign a new role to the employee.

Then click the Save button.

The selected role is now assigned to the employee.

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