User Roles & Permissions

This article outlines each user role on Rose Rocket and the default permissions.

Learn how to control access for both internal and external users.

Table of Contents

1. Overview of Available Roles in Rose Rocket
2. Modules Default View - Permissions Matrix
3. Functionality - Default Permissions Matrix
4. External Users & Default Permissions
5. Editing Roles

1. Available Roles in Rose Rocket

There are eight default roles available, five of which are internal and three of which are external. A full list is below:

Internal Roles

• Admin: Full access to all system features and settings. Best for account owners and system administrators. Access all objects and control settings, integrations, and permissions.
• Manager: Manage team activities, access reports, and oversee operations. Ideal for accounting teams and senior personnel. Nearly full access to all objects but no access to organization settings or subscription settings.
• Operations: Best for dispatchers and freight coordinators. Access to planning & dispatching features to perform day-to-day operations like order management, trip & asset planning, and managing customer or carrier records. Limited access to financial information, and settings can only be updated for their profile.
• Customer Service Rep: Ideal for CSRs handling day-to-day customer interactions. They have access to shipment tracking, order management, and customer communication tools. Limited access to financial data and organizational settings.
• Sales: Ideal for sales teams managing customer accounts. Limited access to financial data.

External Roles

• Driver:  Ideal for company drivers and owner-operators who work with your company. Access to necessary information for delivering and tracking loads.
• Customer: Ideal for Customers to view their orders, track order status, request quotes and pay for invoices.
• Guest: Very restricted access for temporary users.
• External: Individuals provided a public sharing link. 

2. Module Default View - Permissions Matrix

See which default views each user role has access to. If you’d like to give a user access to any of these default views, you can change the permission settings. In addition, users with no access to the default view can access specific shared boards. 

💡Reminder: The default view shows all associated records in that module. This is why roles like Sales cannot see the default Orders view.  

3. Functionality Permissions

See which actions each user role can perform within each module.

✏️ Edit functionalities

👁️ View Only functionalities

❌ No Access

4. External Users & Permissions

See what users can do in each External role.

5. Editing Roles