This article outlines each user role on Rose Rocket and what each role has access to in the TMS.
Table of Contents:
- Overview of TMS User Roles
- TMS Modules - Permissions Matrix
- Detailed Functionality - Permissions Matrix
- Overview of Network Portals & Driver App User Roles
- Network Portals & Driver App - Permissions Matrix
Understanding Rose Rocket TMS User Roles & Permissions
Rose Rocket offers 4 different TMS user roles with varying levels of access to the software.
- Admin: Best for account owners or power users. Access to all functionality and system-wide settings of the TMS. Anyone setting up and maintaining core aspects of the software like connecting integrations, adding & managing permissions of other users, and updating account-wide settings should be set up as an Admin.
- Manager: Best for senior personnel and accountants. Access to the same account information as Admin users, with the ability to perform the majority of operations except setting up Integrations. Anyone doing invoicing & billing, analytics & reporting, and managing team members should be set up as a Manager.
- Operations: Best for dispatchers and freight coordinators. Access to planning & dispatching features to perform day-to-day operations like order management, trip & vehicle planning, and managing customer or carrier records. Financial information is only accessible for their assigned work, and settings can only be updated for their profile.
- Customer Service: Best for customer service reps with dedicated accounts. Access to standard features to manage customer accounts, like creating and rating orders, dispatching, and managing customer records. Financial information is only accessible for their assigned customer's orders, and settings can only be updated for their profile.
Read the full breakdown of permissions for each module and the detailed functionality in the charts below.
TMS Module Permissions
See which modules or pages each user role has access to.
Features |
CSR |
Operations |
Manager |
Admin |
Profile Settings |
✔️ | ✔️ | ✔️ | ✔️ |
Resources & Training |
✔️ | ✔️ | ✔️ | ✔️ |
Inbox |
✔️ | ✔️ | ✔️ | ✔️ |
Orders |
✔️ | ✔️ | ✔️ | ✔️ |
Planning & Dispatching |
✔️ | ✔️ | ✔️ | ✔️ |
Customer Management |
✔️ | ✔️ | ✔️ | ✔️ |
Integration Marketplace |
Email integrations only | Email integrations only | Email integrations only | ✔️ |
Control Center |
✔️ | ✔️ | ✔️ | |
Carrier Management |
✔️ | ✔️ | ✔️ | |
Equipment Management |
✔️ | ✔️ | ✔️ | |
Analytics & Reports |
✔️ | ✔️ | ✔️ | |
Accounting |
✔️ | ✔️ | ||
Tariffs Rate Builder |
✔️ | ✔️ | ||
Team Management |
✔️ | ✔️ | ||
Account Settings |
✔️ | ✔️ |
Functionality Permissions
See which actions each user role can perform within each module.
Sub Permission |
CSR |
Operations |
Manager |
Admin |
|
Orders |
Add, Edit & Delete |
Add & edit | ✔️ | ✔️ | ✔️ |
OrderBot |
✔️ | ✔️ | ✔️ | ✔️ | |
Rating |
✔️ | ✔️ | ✔️ | ✔️ | |
Revenue & Costs |
✔️ | ✔️ | ✔️ | ✔️ | |
Upload & Download |
✔️ | ✔️ | ✔️ | ✔️ | |
Track & Trace |
✔️ | ✔️ | ✔️ | ||
Manage Documents |
✔️ | ✔️ | ✔️ | ✔️ | |
Plan & Dispatch |
Add, Edit & Cancel |
✔️ | ✔️ | ✔️ | ✔️ |
Revenue & Costs |
✔️ | ✔️ | ✔️ | ✔️ | |
Dispatch Settings |
✔️ | ✔️ | |||
Equipment |
Add & Edit |
✔️ | ✔️ | ✔️ | ✔️ |
Delete |
✔️ | ✔️ | ✔️ | ||
Estimated Costs |
✔️ | ✔️ | |||
Customers |
Add, Edit & Delete |
✔️ | ✔️ | ||
Address Book |
View only | ✔️ | ✔️ | ✔️ | |
Imports & Exports |
Import only | Export only | ✔️ | ✔️ | |
Commodities |
✔️ | ✔️ | ✔️ | ✔️ | |
Accessorials |
✔️ | ✔️ | ✔️ | ✔️ | |
Services |
✔️ | ✔️ | |||
Accounting |
Receivables |
✔️ | ✔️ | ||
Driver Settlement |
✔️ | ✔️ | |||
Carrier Bills |
✔️ | ✔️ | |||
Fuel Purchases |
✔️ | ✔️ | |||
Sales Commission |
✔️ | ✔️ | |||
Carriers |
Add, Edit & Delete |
✔️ | ✔️ | ✔️ | |
Services |
✔️ | ✔️ | ✔️ | ||
Tariffs |
✔️ | ✔️ | ✔️ |
Understanding Network Portals & Driver App Permissions
Rose Rocket has 4 different Portals that give your network access to specific functionality to work smarter with your team.
- Sales Portal: For salespeople to manage assigned accounts. Access their own private Portal where they can manage everything for their assigned customers. Sales users can manage their customer book, customers' orders and associated documents.
- Partner Portal: For partner carriers to manage shared shipments. Access to a lightweight webpage where they can view & sign rate confirmations, see shipment details, upload POPs & PODs and chat with your team.
- Customer Portal: For dedicated customers who want visibility. Access to their own secure Portal where they can create orders, request quotes, get status updates for their shipments and chat with your team.
- Driver Mobile App: For drivers to streamline communication on the road. Access to their own Driver Mobile App to manage the shipments assigned to them. Drivers can view upcoming and current trips, capture documents & signatures, and chat with dispatch. Drivers do not have access to the desktop TMS.
Network Portals & Driver App Permissions
See what users can do in each Portal & Driver Mobile App.
Features |
Sales Portal Sales users can view & manage their assigned customers & orders. |
Partner Portal Partner carriers can manage tender offers & provide shipment updates. |
Customer Portal Customers can view orders, request quotes, & chat with your team. |
Driver App Drivers can manage trips, capture documents & chat. |
Web Login |
✔️ | ✔️ | ✔️ | |
Mobile Login |
✔️ | |||
Profile Settings |
✔️ | ✔️ | ✔️ | ✔️ |
Orders |
✔️ | ✔️ | ✔️ | |
Stop Details |
✔️ | ✔️ | ✔️ | ✔️ |
Filters & Search |
✔️ | ✔️ | ✔️ | |
Automated Status Updates |
✔️ | ✔️ | ✔️ | ✔️ |
Chat |
✔️ | ✔️ | ✔️ | ✔️ |
Documents |
✔️ | ✔️ | ✔️ | ✔️ |
Request Quotes |
✔️ | |||
Inbox |
✔️ | ✔️ | ||
Customer Management |
✔️ | |||
Location Tracking (if enabled) |
✔️ | ✔️ | ||
Resources & Training |
✔️ | ✔️ | ✔️ | ✔️ |