Understanding User Roles

Choosing the right roles for your Hitrak users

Hitrak provides permission-based roles to help manage user access in the Admin Portal, Driver App and Freightmaster. This allows for appropriate controls to be put in place on the data and functions available to users in each app.

Users may need more than one assigned role, depending on their area(s) of responsibility. This article provides guidance on role application for those creating the internal (employee) and external (customer) users for your business.

 

In this article:

Admin Portal User Roles 

Driver App User Roles

Freightmaster (Customer Portal) User Roles

Admin Portal 

User Roles Overview

Summary and example use cases of the Admin portal user roles available: 

Admin

The default role for all Admin portal users, which allows access to essential consignment and run management functions. This role is typically used for Dispatch or Customer Service team members.

Advanced Admin

For those who require access to more advanced settings, e.g. Department Managers or Administrators. 

Organisation Admin

Allows for organisation setup and management of its users. This is required for anyone setting up customer organisations or editing their details in Hitrak. 

Pricing Admin

Access to Pricing setup and Rating. This role is required for anyone who configures pricing for customers.  

Finance Admin

Access to Invoicing functions. This role is typically used for Finance team members.

Permission details

Use the below table as a reference for full details of Admin permissions, and the role required for each.

 

Driver App 

User Roles Overview

Driver App user roles are less complex, with only two roles available. The standard Driver role is applied to all users who need to access the Driver App, and is sufficient for most drivers delivering freight for your business.

The Storeman role provides some additional permissions which allow oversight of all Runs, filtered by depot. This is typically used for warehouse team members who require viewing and editing capabilities for all movements to and from depots. 

Permission details

Use the below table as a reference for full details of Driver App permissions. The Storeman role is required for users who need to view all Runs and complete their consignment tasks.  

Category	Permission	Role required
Consignments	View Consignment Details	Driver
	Collect, Check in and Deliver Consignments on assigned Runs.
	Upload POD and other files.
	View, Create and Edit Delivery Notes & Exceptions
	View, Create and Edit Endorsements
	Communicate with Receivers via the Messages tab
	Remove or redirect consignments from an assigned Run.
Runs	Route management: Optimise Run and Reorder Tasks	Driver
	View, Start and Complete assigned Runs
	View, Start and Complete all Runs	Storeman

 

Freightmaster (Customer Portal)

Work with your customers to determine which users should have access to the Freightmaster functions for their business.

User Roles Overview

Summary and example use cases for the Freightmaster user roles available: 

Dispatch Viewer

The default Freightmaster role. Limited to viewing consignment data and editing of some basic details.

Dispatcher

Required for anyone creating and editing consignments for a customer's business. This role is generally assigned to Sales, Customer Service or Administration team members from a customer's business.

Dispatch Finance

Enables the user to view consignment pricing information. This role could be used for a Store manager or Finance team member. 

Dispatch Quoting

Allows users to request a quote before creating a consignment. This is often utilised for retail customers who want to provide a freight cost estimate up front to receivers.

 

Permission details

Use the below table as a reference for full details of Freightmaster permissions, and the role required for each.