Understanding the User Roles & Access Controls

Modified on Tue, 13 May at 7:01 PM

User Roles

User Roles	User	Admin	Super Admin
Edit Reports on Platform	No	Yes	Yes
Edit Preferences	No	Yes	Yes
Create New Users	None	User, Admin	User, Admin, Super Admin
Change Existing User Roles to	None	User, Admin	User, Admin, Super Admin
Create a new Team	No	Yes	Yes

User Access Controls

Access	Linked Module	Viewer	Editor	None
Flow Edition	GoShipment	Can only view the workflow that is applicable to the team	Can make changes to the workflow that is applicable to the team	No visibility
User	Overall User Management	Can only view the User list within the team	Can add/remove/activate/deactivate, new/existing users and set access controls across different modules for all users	No visibility
Invoice	GoInvoice	Can only view the GoInvoice Module	Can make changes in the GoInvoice Module [Approvals, updates, etc.]	No visibility
Tracking	GoTrack	Can only view the shipments/documents added for tracking	Can add a shipment for tracking and edit the details/documents for the shipments added for tracking	No visibility

Access	Linked Module	Viewer	Editor	Edit Partial	None
Enquiry	GoProcure	Can only view the GoProcure Module	Can make changes in the GoProcure Module [Creation, confirmation, negotiation, etc. for enquiries]	Can make changes in the GoProcure Module to define if a user can - Forbid Editing Enabled - Forbid Negotiation - Forbid Bid Time Extension - Forbid Mark Incomplete	No visibility

Access	Linked Module	Viewer	Admin Editor	Regular Editor	None
Dispatch	GoDispatch	Can only view the GoDispatch Module	Can make changes in the GoDispatch Module [Creation, editing the details in the workflows created (if applicable)]	The user does not get access to the pricing part of the enquiries	No visibility

Access	Linked Module	Hide Quotes Always	Hide Quote during Auction	Hide Vendor during Auction	All
Auction	GoProcure	The quote comparison sheet is not visible to the user at any point	The quote comparison sheet is not visible during the auction [Until the bid is closed]	The quote comparison sheet is visible without the vendor names during the auction [Until the bid is closed]	No Restrictions