There are four available roles for Route users:
- Administrator
- Manager
- Employee
- Salesperson
A new user will default to an employee role.
Note: Giving a user the Administrator role will only make them an administrator for Route, not for the Innovo Customer Portal.
To edit the users role, click on the gear icon located to the right of the Route subscription, choose the desired role, and select Save.
Note: you will need to reselect the User in order to see the gear icon if you have just invited them to Route
Salesperson
A Salesperson user will have view-only access to the Schedule tab. They will not be able to make any changes and will not see any other tabs.
Employee
An Employee user will have edit access to the Schedule tab and view-only access in the Route tab. Employees can schedule new orders and edit only those orders they've scheduled themselves.
Manager
A Manager user has access to all tabs in Route. In the Settings tab, they only have access to the branches they are authorized for in Eclipse.
Administrator
An Administrator user has access to everything a manger has plus they have the "All Branches" option in Settings.
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