Roles

Waybiller has predefined user roles, each with specific rights and permissions.

When adding a new employee, you must assign them the appropriate role based on their responsibilities. The available roles are: Manager, Loader operator, Dispatcher, Driver, Project manager, Object manager, Receiver.

Manager

Can perform all actions:

• Create and manage orders and transport orders
• Create and manage origins and destinations
• Create and manage employees
• Create and manage vehicles
• Create and manage warehouses
• Create, confirm and cancel waybills
• Fill in additional waybill fields and assign warehouses

• Remove waybill confirmations and modify some fields (confirmation can be revoken if the right is granted)

• Edit company data, including restrictions and permissions

• Edit worklogs created under your company's name

• Perform weighing at truck scale locations and view the weighing log

• Create report templates and download reports

• Configure email notifications

Note: When assigning a user with the Manager role, you can also grant them the right to log time and remove waybill confirmations.

Loader operator

Can select predefined actions and create waybills based on existing orders. See also: "Loader operator".

• Create waybills — if the loader’s scale is integrated with Waybiller, the weight of the load is automatically added to the waybill

• View activity logs and add comments

• View and comment on waybills

Dispatcher

Can create waybills from an assigned origin and perform vehicle weighing if a scale is connected. 

Driver

A key role in the creation, processing, and confirmation of waybills. The Driver role can:

• Create waybills (from scratch or based on a transport order)

• See and start work with the waybills prepared for them in advance (e.g. by a loader operator)

• Update the status of waybills during transport

• Perform weighing at scale-integrated locations

• View and comment on waybills

• Confirm waybills (if permissions are granted at the destination)

NOTE: When assigning the Driver role, the following additional options become available:

• Employee is allowed to create new destinations
• This driver has an accepted amount field prefilled
• This driver is allowed to create new origins
• This driver is added to all (including future) destinations
• This driver is a subcontractor - the company for which the driver is actually an employee must also be added. See article: "How to configure subcontracting".

NOTE: The default is to select the options "This driver has an accepted amount field prefilled" and "This driver is added to all (including future) destinations".

Project Manager

Can perform Manager level actions, but only sees waybills related to the destination assigned to them, the Project Manager can:

• View waybills that have arrived at assigned destinations
• Confirm and cancel those waybills
• Add users with the Object manager role

NOTE: When assigning the Project Manager role, the user must be linked to specific destinations. This role can also be granted permission to remove waybill confirmations.

Object Manager

Can perform Manager level actions, but only sees waybills related to the destination assigned to them, the Object Manager can:

• View waybills that have arrived at assigned destinations
• Confirm and cancel those waybills
• Add users with the Object Manager role

NOTE: The Object Manager must be assigned to specific destinations. The role can also be granted permission to remove waybill confirmations.

Receiver

Has limited access. In addition to receiving loads, this role can also be used for dispatching them.

• Can create waybills and transport orders

• Perform weighing at a scale-integrated location and view the weighing log

• View, confirm, and cancel waybills at assigned destinations

NOTE: The Receiver must be assigned to the destinations they manage. The role can also be given the right to remove confirmations from waybills.

NOTE: To add a Project Manager/Object Manager role, please contact us:
support@waybiller.com, telefon 606 8120.