Employee roles in the Schedules module

Updated 3 months ago by Katarzyna

Who can use this function?

Users who have access to Dock Scheduler add-on and have corporate account administrator privileges.

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 receives access to the Dock Scheduler add-on, all employees will see a new module in the Platform - Schedules (if you have the Dock Scheduler add-on or the CargoON line). As an administrator, you can manage the roles of your employees in the module by assigning them different roles in the add-on.

Roles in the Schedules module

ROLE

SCOPE OF AUTHORITY

Manager Dock Scheduler

Manages the company, warehouses and their schedules, notification process from the shipper's perspective and makes booking as a carrier with other shippers who use Dock Scheduler.

Warehouse manager

Creates and manages warehouse work schedules, is authorized to assign time slots and manage bookings created by carriers.

Storekeeper

Reviews loading schedules, confirms the start and completion of operations.

Security Guard

Reviews the list of bookings. Confirms that the data corresponds to the booking, marks the arrival and departure from the place of operation.

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 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 them 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 Additional details, you can enter additional information: Personal details and Professional details. Please put this sentence below the screen: After completing all the steps of the form, click Save.

After completing all the steps of 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 role has 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 the information about the employee. Click the More button and select Manage employee.
  1. The first tab contains the User data the change of which requires authorization.
  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.

How Did We Do?

UP!
Powered by HelpDocs (opens in a new tab)