Roles
Five levels.
UK specific
Roles and audit log: who, what, when across the UK
Personal data is handled under UK GDPR and ICO guidance, so access, retention and deletion are defined early instead of bolted on later. If dispatcher, driver, warehouse staff and accountant can all change the same data, confusion follows. Roles separate the permissions of each employee; changes to prices, tours and shipments are written to the audit log and can be traced back.
- English and community languages
- Bacs and GBP
- Roles and audit log
Roles
Ready-made roles are adapted to the company: the driver sees their own tour, the dispatcher all tours and orders, warehouse staff the stock, accounting the invoices and management the reports. One person can have several roles.
Custom role needs are discussed during setup.
Audit log
Changes to prices, tours, shipments and invoices are stored with old and new value. The log is filtered by date, user and action and can be exported; normal users cannot delete the log.
The company sets the retention period.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
UK-specific points
In small and medium UK logistics companies one person often takes several roles; the system allows this. The log language can be DE, FR, IT, EN or TR.
Frequently asked questions
Can a driver see prices?
No, not by default; the permission can be changed in the role matrix.
Can you see who changed what?
Yes; the audit log shows user, date, old and new value.
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