Role permissions matrix for distributors
Find out how the roles assigned to team members change their access and views within the app.
On this page:
Overview
Your team members are assigned one of four roles when they are initially invited to use Cut+Dry. This matrix outlines what each of those roles can and can't do. To change a team member's assigned role, refer to Add or edit team members.
Tip: Customers of both the White Label and Universal apps have different role permissions as well. View theirs here:
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Login view
Each role sees a different section of the app by default when they log in.
| Role | Default login section |
|---|---|
| Admin | Customer Dashboard |
| Salesperson | Customer Dashboard |
| Accounts Receivable | Pay |
| Dispatcher | Track |
Role permissions matrix
Tip: "Section" refers to the menu tab where these options are located.
| Action | Roles | |||
|---|---|---|---|---|
| Admin | Salesperson | Accounts Receivable | Dispatcher | |
| Customers Section | ||||
| View all customers | X | X* | X | |
| View assigned customers | X | X | X | X |
| Edit a customer's profile info** | X | X | X | |
| Add or remove a salesperson on a customer account | X | X | ||
| Add a new user to a customer's account | X | X | X | X |
| Place a customer order | X | X | X | |
| Manage customer order guides | X | X | X | |
| View a customer's past or recurring orders | X | X | X | |
| Catalog Section | ||||
| Preview catalog | X | X | X | |
| Manage catalog items | X | X | ||
| Mark an item as new or on sale | X | X | ||
| Add substitute(s) for an item | X | X | ||
| Export catalog | X | X | ||
| Boost Section | ||||
| Add banner images to your catalog | X | X | ||
| Enable suggestive sales features | X | X | ||
| Create or edit a featured list | X | X | ||
| Suggest a product to one specific customer | X | X | X | |
| Broadcast to multiple customers | X | X* | X | |
| Broadcast to one specific customer | X | X* | X | |
| Chat directly with a customer | X | X* | X | |
| Track Section | ||||
| Resources: View/edit drivers and trucks | X | X | X | |
| Routes: Manage routes | X | X | X | |
| Monitoring: View live delivery status | X | X | X | X |
| Notifications: Control delivery notifications | X | X | X | |
| Pay Section | ||||
| View customer payment activity | X | X | ||
| Add a payment method for a customer | X | X | ||
| Enable Auto Pay for a customer | X | X | ||
| Charge a customer account | X | X | ||
| Settings Section | ||||
| Change company account settings | X | X | 0* | |
| Change personal account settings | X | X | X | X |
| Set up an order cut-off alert | X | |||
| Reports Section | ||||
| View and run reports | X | X | ||
| Notes | ||||
|
X* = A Salesperson may be able to view all customers OR only their assigned customers. For information on changing this setting, refer to Add or edit team members. ** = The ability to edit profile information varies from integration to integration. 0* = Dispatchers cannot change global information but do have limited access to change delivery settings. | ||||
