Resource and Account Access Rights

Resource and Account Access Rights

Access rights to resources allow the user to see, create and use their content: geofences, report templates, notifications, jobs and so on. It is possible to work with these objects only in the monitoring system.

If the resource is also an account, the rights to it allow for additional actions related to choosing a billing plan, registering payments, limiting services, etc. These actions are possible only in the management system.

You can change access rights to a resource (account) in two ways: in the properties of this resource (account) or in the user properties. In the user properties, you should select Resources in the filter, mark the required resource in the list and select the rights the user should have to this resource.

Access rights to resources and accounts are divided into standard and special ones.

Standard access rights

Below are the standard access rights to resources and accounts.

Access rightDescription

View object and its basic properties

Allows seeing accounts and resources on different tabs and lists in the management system.

If this access right is granted, the General tab of the user, unit and unit group properties shows the name of the account to which these objects belong.

​This right doesn’t allow seeing the resource content. The special rights described below are required for this purpose.

View detailed object properties

Allows seeing information about the billing plan, balance and blocking on the General tab of the account properties as well as seeing the ServicesRestrictions and Advanced tabs. 

If a user has this access right to his or her own account, the user settings contain the
 
Account tab with information about the balance and available services.

Manage access to this object

Allows seeing the Access tab in the account (resource) properties and give other users access to this account (resource).

Delete object

Allows deleting the resource with all its content or the account with all the dependent objects.

To delete an account, the Manage account access right is required as well
 
(see Special access rights).

Rename object

Allows editing the name of the account or resource.

View custom fields

Allows seeing general custom fields (that is, the ones not marked as administrative) in the account or resource properties.

Manage custom fields

Allows creating, editing and deleting general custom fields in the account or resource properties. This access right works only in combination with the previous one.

View admin fields

Allows seeing administrative fields (that is, the ones marked as administrative) on the Custom fields tab of the account or resource properties.

Manage admin fields

Allows creating, editing and deleting administrative fields in the account or resource properties. This access right works only in combination with the previous one.

Edit not mentioned properties

In combination with the View detailed object properties access right, allows changing the settings of the Custom FTP server option on the Advanced tab of the account properties.

Change icon

Doesn’t influence the user’s access to resources and accounts.

Request reports and messages

Allows running reports on drivers, trailers and their groups if they belong to this resource.

In combination with the Manage log access right, allows running the Log report on the changes made by the users to the resource content.

In combination with the View detailed object properties access right, allows seeing the Statistics in the account properties.

If a user has this right to his or her own account, the Account tab of the user settings
 
displays the
 
Statistics section.

Edit ACL-propagated objects

Doesn’t influence the user’s access to resources and accounts.

Manage object log

In combination with the Request reports and messages access right, allows running the Log report on the changes made by the users to the resource content.

View and download files

Doesn’t influence the user’s access to resources and accounts.

Upload and delete files

Doesn’t influence the user’s access to resources and accounts.

Special access rights

Below are the special access rights to accounts and resources. Most of them are required for working with the resource content.

Access right

Description

View geofences

Allows seeing the geofences belonging to the resource.

Create, edit, and delete geofences

Allows creating geofences in the resource as well as editing and deleting the geofences belonging to the resource.

View jobs

Allows seeing the jobs belonging to the resource.

Create, edit, and delete jobs

Allows creating jobs in the resource as well as editing and deleting the jobs belonging to the resource.

View notifications

Allows seeing the notifications belonging to the resource.

Create, edit, and delete notifications

Allows creating notifications in the resource as well as editing and deleting the notifications belonging to the resource.

View drivers

Allows seeing the drivers and driver groups belonging to the resource as well as the automatic assignment list (the list of units to which the drivers of the resource can be assigned automatically).

Create, edit, and delete drivers

Allows creating drivers in the resource as well as editing and deleting the drivers belonging to the resource. Also, allows creating and editing the automatic assignment list for the drivers.

View passengers

Allows seeing the passengers belonging to the resource as well as the automatic assignment list (the list of units to which the passengers of the resource can be assigned automatically).

Create, edit, and delete passengers

Allows creating passengers in the resource as well as editing and deleting the passengers belonging to the resource. Also, allows creating and editing the automatic assignment list for the passengers.

View trailers 

Allows seeing the trailers and trailer groups belonging to the resource as well as the automatic assignment list (the list of units to which the trailers of the resource can be assigned automatically).

Create, edit, and delete trailers

Allows creating trailers in the resource as well as editing and deleting the trailers belonging to the resource. Also, allows creating and editing the automatic assignment list for the trailers.

View report templates

Allows seeing the report templates belonging to the resource.

Create, edit, and delete report templates

Allows creating new report templates in the resource as well as editing and deleting the report templates belonging to the resource.

Manage account

In combination with the Delete object access right, allows deleting the account with all the dependent objects: resources, users, units, unit groups, routes.

View orders

Allows seeing the orders belonging to the resource in the Logistics application and in the Orders report.

Orders refer to the orders for the delivery of goods. The Logistics application is used for working with them.

Create, edit, and delete orders

Allows creating orders in the resource as well as editing and deleting the orders belonging to the resource.


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