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Roles and Access

Purpose

What each kind of user does, and which menus they are expected to see. Use it to find your own starting point, or to work out who should be looking at something.

Before you start

  • You have the right account for this screen (see Permissions and Access).
  • The date and record you are working on are correct.
  • Words you do not know are in the Glossary.

Access

Setting → Menu Management

Screen

C1 roles 01 menu tree

Role-based menu groups, per user type. The

No screenshot of this screen yet. Ask your office lead to capture the Booking list and the booking detail, then attach them here.

Steps

Find Your Starting Point

User type Start here What they are responsible for
Administrator Setting > Menu Management, reports Setup, access, exceptions, reporting
Office Manager Shipping, Yard > Appointment, Inbound > 1. Planning, Accounting Appointment, planning and billing coordination; partial yard and driver hand-off review
Dispatch Manager Yard > Appointment, Yard > Yard Map, Yard > Yard Dispatch, Shipping Yard queue and location coordination, appointment visibility, delivery follow-up
Forklift Operator Inbound > 3. Loader Assigned loading, unloading, transload and reload work
Truck Operator Driver Assigned pickup and drop-off, evidence, parking and arrival actions
Yard Truck Driver Yard > Yard Instruction Assigned yard moves and confirming where things physically are
Warehouse Label Printer Label Print Warehouse label review and printing

Fields

Field What it means
Role The kind of user
Menu Where that role works
Responsibility What they are accountable for

Status

What you see on the menu is decided by your account and role assignment — not by the screen.

A menu being visible does not mean an action is permitted, and a menu being hidden does not mean the work is nobody's.

Notes

  • Actual menu visibility depends on the approved account and role configuration.
  • Two people can share a role and still see different menus if their accounts differ. Check the account, not just the job title.
  • If you genuinely need a menu you do not have, ask an administrator. Do not work around it by borrowing someone's account.