How to correctly assign roles to employees?
If more than one person is responsible for logistics in your company, for example, there is a manager and a logistician or several logisticians, it may be useful for you to distribute administrative access rights to the service. You will also need this setting if you plan to provide drivers with mobile devices on which our mobile application is installed. Each driver will only see his own route.
Working together, there is a risk of accidental editing or deletion of reference information, for example, by a new employee who is just learning the service. Rigid Administration does not allow for such risks. Administrator rights are automatically obtained by a user who has registered on the ANT-Logistics service. Only the Administrator can enter, delete, edit information in the Directories by default. He, if necessary, can easily connect new delivery points, change the access level for a particular employee.
Collaboration involves the use of both static and dynamically configured access levels (roles). Static roles - have a number of specific fixed access rights to the service. These roles include:
- Administrator - has access to all the functionality of the service: entering / editing data in directories, route planning, control, analytical module;
- Controller - can see all documents, reports, directories, settings without the right to make any changes;
- Driver - receives information about his route on a mobile device, as well as data about the clients of this route;
- Observer - using a mobile device, he monitors the routes of a certain vehicle or the routes into which the points assigned to the observer fall.
Dynamically configurable roles can be configured manually, i.e. give access to certain functions of the service or vice versa to prohibit. These roles include:
By default Logist, Analyst and Dispatcher have access to view documents, reports, directories and settings. The logistician can additionally plan and edit routes, as well as control their implementation. In order to view the settings for accessing dynamic roles to the service functions, go to Table settings 1 in the Directories menu. For each line with the functionality of the service, the columns View Access 2 and Change access 3 indicate the roles that have been granted access:In order to change the access settings, by double-clicking on the line with the desired functionality, we will open the Editing record 1 window. In the View Access 2 and Change Access 3 lines, you can change the view rights and the change rights for the Logist, Analytics and Dispatcher:You can also set or remove restrictions on certain actions with routes for the Logist, Analyst, Driver and Dispatcher. This feature is implemented for the lines “Documents/Routes”, “Documents/Routes (SP)”, “Documents/Routes (Products)” 1, located in Table Settings 2. To do this, on the Toolbar, enable the button Properties of map objects 3 and select one of the above lines in Table settings 2. The Properties window will appear on the screen, in which we will press Edit 4 in the Forbiddance field:In the Edit window that appears, you can tick ✓ or untick on the actions need with routes:To add a new user with Administrator, Logistician, Controller, Analyst, Dispatcher access, go to Service, Settings, select the Access tab 1. Click on the “+” button 2, in the Adding record 3 window that opens, select the required access type and specify the user's valid email address. Also, in order for a new user to receive useful information with contacts and lessons on the application, we recommend that you select Yes in the Subscribe field:After that, an email with a link to go will be sent to the specified email address from email@example.com.
Adding a user with an access type of Driver or Observer, we will specify not only the email address, but also the access password - a letter with an invitation to the new user will not be received. This login/password combination is passed to the appropriate employee to enter the mobile application
In this part of the article, we will take a closer look at using the Observer role. As mentioned above, this type of access allows the user of the mobile application to track certain routes. For example, you have a great client to whose chain of stores you deliver products daily. You can give him Observer access, and he will track the movement of the machine that delivers goods to his points. To do this, in the Directories panel, select the Vehicles 1 tab. In the Editing Record 2 window, go to the Other 3 tab and in the Observer 4 field, select the required observer:Now the user of the mobile application will be able to track all the routes of this vehicle.
Let's consider another situation. Your best customer's chain of stores may serve different vehicles, with delivery on different days. In this case, it is enough for you to show only those routes and only on those days when delivery is made to the customer's stores. To do this, in the Directories panel, select the Sale points 1 tab. In the Editing Record 2 window, go to the Other 3 tab and in the Observer 4 field, select the required observer. In the same way, we assign all its delivery points to the observer:Now the user of the mobile application will be able to track any routes that the points he observes fall into.
It should also be noted that the service provides the ability to completely or partially block route editing, depending on one or another status of these routes (Approved, Checked, etc.). More information about this feature can be found in the article Routes: statuses and editing restrictions.
A wide range of roles and options for setting bans in the ANT-Logistics service allows you to effectively and individually distribute access rights between company employees and customers. The Administrator can edit access to the service at any time by adding or deleting users, as well as changing the type of access for existing users.
If you are interested in the described functionality, we are ready to demonstrate its operation, perform the necessary settings and provide access to the service. To do this, leave a request on the ANT-Logistics website.