What role should you be assigning to a specific user
Roles determine what a user has access to view and use in EZ-Suite. Roles can vary from site to site, but the most frequently used Roles are:
Admin- Highest level of access. Access to view any available settings and use all applications.
Dispatcher (Order fulfilment) - Access to Customers, Parts, and Trucks in the settings. Access to view and edit within EZ-Route, EZ-Runner, and EZ-QC.
Accounting - Access to view but not edit Customers, Drivers and Users. Access to view but not edit Tracking, EZ-Runner and Order Manager.
Sales - Access to view Tracking, EZ-Runner and Order Manager. Access to the
Customer tab in settings.
QC PP - Access to view and edit orders in Order Manager. No access to settings.
Note: Contact EZ-Suite Support for help with any Role adjustments.
OLD NO LONGER ACTIVE ROLES:
Runner Full - Access to view and edit EZ-Runner only. No access to settings.
Runner View - Access to view EZ-Runner only. No access to settings.