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I'm inviting a new user to my account. Which user role should I select?

A quick summary of the permissions enabled for shippers, accountants, viewers, managers and owners.

We have different types of user roles available on our platform, so you can customize the level of access that each of your teammates has.

Below is a summary of each role and the associated permissions.

Permission levels

Read access

Allows users to view specific areas

Write access

Allows users to edit specific areas

 

User roles

Owner

Complete access to all dashboard features

Manager

Complete access to all dashboard features

Shipper

Users who book shipments and make claims

Accountant

Billing users who make invoice payments and make claims

Viewer

Users who only need to view information

 

Ship

 

Quote

Book

Share

View quotes created by anyone

Owner

✅

✅

✅

✅

Manager

✅

✅

✅

✅

Shipper

✅

✅

✅

✅

Accountant

✅

🚫

✅

✅

Viewer

🚫

🚫

🚫

✅

 

Track

 

View shipments

View shipments created by anyone

Share shipments

Share shipments created by anyone

Edit shipments

Edit shipments created by anyone

Owner

✅

✅

✅

✅

✅

✅

Manager

✅

✅

✅

✅

✅

✅

Shipper

✅

✅

✅

✅

✅

✅

Accountant

✅

✅

✅

✅

🚫

🚫

Viewer

✅

✅

🚫

🚫

🚫

🚫

 

Billing

 

View billing overview

View invoice

Pay invoice

View bundles

Pay bundles

Download all documents types

Edit payment methods

Owner

✅

✅

✅

✅

✅

✅

✅

Manager

✅

✅

✅

✅

✅

✅

✅

Shipper

✅

✅

🚫

✅

🚫

✅

✅

Accountant

✅

✅

✅

✅

✅

✅

✅

Viewer

✅

🚫

🚫

🚫

🚫

🚫

🚫

 

People

 

Invite any role

Invite an accountant

Edit roles

View and resend pending invitations

Owner

✅

✅

✅

✅

Manager

✅

✅

✅

✅

Shipper

🚫

🚫

🚫

🚫

Accountant

🚫

✅

🚫

✅

Viewer

🚫

🚫

🚫

🚫

 

Settings

 

View Settings

Add addresses

Delete addresses

Set as primary

Share promotions

See/resend pending referrals

View credits

Edit payment methods

View terms

Owner

✅

✅

✅

✅

✅

✅

✅

✅

✅

Manager

✅

✅

✅

✅

✅

✅

✅

✅

✅

Shipper

✅

✅

🚫

🚫

✅

🚫

✅

🚫

🚫

Accountant

✅

✅

✅

✅

✅

✅

✅

✅

✅

Viewer

✅

🚫

🚫

🚫

✅

🚫

🚫

🚫

🚫

 

Claims

 

View claims

View claims created by anyone

Create a claim draft

Submit a claim

Edit claims

Edit claims created by anyone

Owner

✅

✅

✅

✅

✅

✅

Manager

✅

✅

✅

✅

✅

✅

Shipper

✅

✅

✅

✅

✅

✅

Accountant

✅

✅

✅

✅

✅

✅

Viewer

✅

✅

🚫

🚫

🚫

🚫

 

Get help

 

Create a help ticket

Owner

✅

Manager

✅

Shipper

✅

Accountant

✅

Viewer

🚫