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User Roles Explained

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User roles explained 

When you create a User, you can select the role you wish to assign to them. This role will determine what access they have within your CartonCloud account. The below describes the different roles a user can be assigned to.
 

Administrator

Selecting this option provides access to all areas within CartonCloud, however there is an additional settings that can restrict this user. When you select the Administrator role tick box there is an option that appears to allow this user to add and edit other Users. If this is not selected the user will not have the ability to add or edit other users and their settings. This is typically only enabled for the System Administrator within your organisation for CartonCloud. 
Customer This role restricts the user to only login as a specific Customer. Please note that Order entry screens and features are different and restricted for these users. Note you must select at least one Customer. Note if you wish to provide a user with Administrator role access to login as a customer they will be provided with a drop down when the login to select which Customer they wish to emulate.
Data Entry

This role provides the user with the ability to add, edit and view consignments, Manifests and upload consignment invoices (hard copy POD's & other paperwork).

As a data entry user if you add documents to a Consignment it then needs to be approved by an admin user before the document is uploaded. 
Driver Select this role for all users who need to login to the mobile app for Delivering and to login to the Web App to view their Consignments and Run Sheets
Onforwarder Enable this role for external Onforwarders who need to login to the system to update consignment status, attach additional paperwork and view their allocated consignments. Choose which Carriers the Onforwarder will have access to. 
Packer Select this option for users who need to view, edit and pack Purchase Orders and Sales Orders. This is also required for users who wish to use the mobile app for Putaway, Picking and Wave Picking features

 

 As a guide, the following user types would have these roles selected. 
 

User Type Administrator Packer Customer Driver Data Entry Onforwarder
System Admin Yes Yes Yes Yes Yes Yes
Operations Yes          
Driver       Yes    
Administration Yes          
Warehouse Manager Yes Yes        
Customer Service         Yes  

Onforwarder/

Subcontractor

           Yes
Customer     Yes      
Warehouse Picker   Yes        

 


Additional settings

For each user, you have the option to hide all charging information. This includes:

  • The Charges tab will be hidden on Sale Orders, Purchase Orders and Consignments

  • Rate Cards will not be visible.

  • Invoices will not be visible. 

 

User Roles Web or Mobile Access

Below shows the various user roles and which interface that user role can access. 

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