Operations operator role-based access to SAPIENT actions
Acess to SAPIENT options and features varies and depends on your role within the organisation. A list of recommended and basic roles and permissions are explained in detail in the following tables for each functionality in SAPIENT.
Access permissions to SAPIENT user interface
| User role | Home page | Shipment search | View shipments | View manifest history | View cancelled shipments | View held shipments | Manifesting |
|---|---|---|---|---|---|---|---|
| Carrier Accounts Administrator (Can configure any carrier they are assigned to) | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| User Administrator (can manage website users) | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| Customer Configuration Manager (can access and update settings related to the customer) | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| History Access (a permission to gain access to past shipments and manifests) | ✅ | ✅ | ✅ | ✅ | ⛔ | ⛔ | ⛔ |
| Shipment Manifesting (a permission to manifest the shipments via the UI) | ✅ | ⛔ | ⛔ | ⛔ | ✅ | ✅ | ✅ |
Access permissions to maintenance functionality
| User role/permission | View Customers | Customer onboarding wizard | View customer details | Edit customer details | Delete customer | View Held shipments | View customer users | View shipping locations | Add shipping location | View location users | Edit shipping location | Link existing shipping account | View shipping accounts | Edit shipping account | Delete account | Refresh account status | View billing departments | View service contracts | Add shipping account | Add product | Lists products | Edit product | Delete product | Integrations |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carrier Accounts Administrator (can configure any carrier they are assigned to) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ✅ | ⛔ | ⛔ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| User Administrator (can manage website users) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| Customer Configuration Manager (can access and update settings related to the customer) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ✅ | ✅ | ✅ | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ✅ | ✅ | ✅ | ✅ | ✅ |
| History Access (a permission to gain access to past shipments and manifests) | ✅ | ✅ | ✅ | ✅ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
| Shipment Manifesting (a permission to manifest the shipments via the UI) | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ | ⛔ |
Updated 7 days ago