Key

Description

Per Branch

Indicates whether the module must be enabled for each branch (“Yes”) or not (“No”).

Yes indicates branch specific security is enabled, i.e. access to functionality is based on a particular branch. For example, if you didn’t want users to access order data for a branch, then do no create a Security Profile Setup detail record for the Order Information for that branch.

No indicates that the functionality is not branch specific and, in most cases, setting up a single Security Profile Setup detail record enables functionality for all branches. In some cases, such as for the “Job Costing” module, no is Security Profile Setup detail record enables needed; this functionality is automatically available (based on licensing).

Full Access

Refers to a setting of “Full” for the Access Type.

Read Only

Refers to a setting of “Read Only” for the Access Type.

Manager Flag

Indicates additional privileges granted to the user when the Allow Manager Privileges flag is set.

Security Module

Description

Administration

Allow user access to most functionality including Order Information, Local Dispatch, Long Distance Dispatch, Revenue Entry, and Payment Management.

Per Branch:

No

Full Access:

Provides the same functionality as full access for Local Dispatch and Long Distance Dispatch modules.

Read Only:

N/A

Manager Flag:

N/A

Administrator

NOT USED FOR SECURITY ACCESS

ADP Integration

Allow users to access branch data through the Export Punches to Payroll screen as par to the ADP Integration.

Per Branch:

Yes. Only branches you have defined as part of your profile for this module show in the Branch selector within the Export Punches to Payroll screen.

Full Access:

Users with Full access can edit punch entries and transmit records to an external payroll processor.

Read Only:

Users with Read Only access can only view data (and they cannot edit or transmit punch activity).

Manager Flag:

N/A

Advance Management

Allow users to access the Advance Management screen allowing users to view, add, and void advances for drivers in the Local Dispatch and Long Distance Dispatch modules.

For more information see Driver Advances Setup and Administration.

Per Branch:

Yes

Full Access:

Users can view, add, and void advances

Read Only:

Users can view advances only

Manager Flag:

This flag works in conjunction with the Manager Cap Amount within Advance Setup to allow a manager a set maximum amount to advance for a driver at any one time.

Advance Processing

Allow users to access the Advance Processing screen where they can generate transactions and create an upload file for advances.

For more information see Driver Advances Setup and Administration.

Per Branch:

Yes

Full Access:

Users can generate advance transactions and upload files

Read Only:

Users can view advance transactions only

Manager Flag:

N/A

AR Collections Inquiry

Allow users to access the AR Collections Inquiry screen.

Per Branch:

No (assign one branch to activate functionality)

Full Access:

All functionality is available

Read Only:

All functionality is available

Manager Flag:

N/A

AR Credit & Collections

Allow users to access the AR Credit & Collections module.

For more information see AR Credit & Collections Setup and Administration.

Per Branch:

No (assign one branch to activate functionality)

Full Access:

All functionality is available except that controlled through the Manager Flag

Read Only:

N/A

Manager Flag:

Allows user to access the Customer Settings screen

Atlas Docs

Set this module for each branch that you wish to enable Atlas Document Uploadfunctionality.

Per Branch:

Yes

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

Atlas Statement Integration

Provides users the option to process Atlas Settlement Statement Import through the Import option in Payment Management. 

Per Branch:

No

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

Atlas Suds Upload

This module must be activated at the system level to enable users to perform an Atlas SUDS Order Upload request. No specific assignment needs to be made to Security Profile Setup for personnel to access this functionality.

Per Branch:

N/A

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

Cash Receipts

Allow users to access the Cash Receipts module and related Order Notes tab along with Electronic Payments functionality.

Refer to Cash Receipts Setup and Administration and Electronic and Online Payments for more information.

Per Branch:

Yes for Cash Receipts and if you desire personnel accessing Electronic Payments to also have the ability to void, refund, and process payments through the Cash Receipts module for Electronic Payments.

No to allow a user to access the Electronic Payments functionality. 

Full Access:

Users can enter Cash Receipts

Users can process Electronic Payments

Read Only:

Users can view Cash Receipts data only

Does not apply to Electronic Payments

Manager Flag:

N/A

Change Order Module

Allow users to access the Change Order Module functionality.

Per Branch:

No (assign one branch to activate functionality)

Full Access:

Users can access the Change Order Module functionality

Read Only:

N/A

Manager Flag:

N/A

Claims

Allow users to access the Claims module.

Refer to Claims Setup and Administration and Tasks Initial Setup for more information.

Per Branch:

Yes

Full Access:

Users can create and modify claims

Read Only:

Users can view data only

Manager Flag:

N/A

Claims Payment Processing

NOT IN USE: Reference Only

Commission Statement

Allow users to access the Commission Statement Management screen.

Per Branch:

No (assign one branch to activate functionality)

Full Access:

Users can generate commission statements

Read Only:

Users can view/print existing commission statements

Manager Flag:

N/A

Container Tracking

Allow users to access the Container Management functionality.

Per Branch:

No

Full Access:

If user has Full access to a single branch for the “Container Tracking” module, then they have full access to all functions for all branches within Container Management functionality.

Read Only:

If a user has “Read Only” access to any “Container Tracking” module and no “Full” access to any branch, then these users can only view data within Container Management.

Manager Flag:

N/A

Credit Override

Allow users to assign a Customer to an order regardless of their credit status. View the Customer Credit Verification Setup topic for more information.

Per Branch:

No (assign one branch to activate functionality)

Full Access:

Allow users to assign a Customer to an order through Billing Information regardless of their credit status.

Read Only:

N/A

Manager Flag:

N/A

Crew Punch Integration

This module allows a person to access the Export Punches to Payroll screen. The branches available to Export Punches to Payroll functionality are those assigned to the PayCom Integration module.

Refer to Crew Punch Integration Setup for additional information.

Per Branch:

Yes

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

Customer Statements

Allow users to access the Customer Statements screen.

For more information see Customer Statements Setup and Administration.

Per Branch:

No (assign one branch to activate functionality)

Full Access:

Users can generate customer statements

Read Only:

Users can view/print existing statements

Manager Flag:

N/A

Dynamics GP API

NOT USED FOR SECURITY ACCESS

Dynamics GP Order Inquiry

Allow users to access the Dynamics GP Order Inquiry screen

Per Branch:

No (assign one branch to activate functionality)

Full Access:

Users can perform all functions

Read Only:

N/A

Manager Flag:

N/A

Electronic Payment Management

Allow users to access the Payment Method Management option in the AutoPay Setup (Recurring Billing) screen where they can update the status and nickname of an electronic payment method assigned to a Billing Record.

For more information, see Recurring Payments and Electronic and Online Payments.

Per Branch:

Yes

Full Access:

Users can access the Payment Method Management option in the AutoPay Setup (Recurring Billing) screen.

Read Only:

N/A

Manager Flag:

N/A

EnterpriseBI

NOT USED FOR SECURITY

Equus Upload

Allows user the ability to perform Equus Integration. Refer to Equus Integration Setup and Administration for more information.

Factoring

Grant user access to the Factoring screen and related functionality through this module.

Refer to the Factoring topic for more information.

Per Branch:

Yes

Full Access:

Users must have “Full” access to a branch to include associated invoices when querying records through the Factoring screen.

Read Only:

N/A

Manager Flag:

N/A

Forms Designer

Assigning this module allows user to access the Forms Designer Templates window. Refer to the Forms Designer topic for more information on this functionality.

Per Branch:

No (assign one branch to activate functionality)

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

Generic Revenue Import

Allows user the ability to perform Generic Revenue Import. Refer to Generic Revenue Import Setup topic for more information.

Per Branch:

No

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

International

Allow a user to access the International Orders module and related tabs and functionality, which includes the following:

Account Profile

Agent Information

Agents

Billing Information

Carrier Information

Consolidator Information

Container/Lift Van/Airbox Information

Extra Stops

Linehaul Carrier Information

Local Services

Military/Government

Move Information

Name, Address, Phone

Notes

Quote

Shipping Information

SIT/Recurring Billing

Store Information

Tasks

User Defined Fields

Additional security is available for the following:

Quote

SIT/Recurring Billing

Tasks

For more information, see International Orders Setup and Administration

Per Branch:

Yes

Full Access:

Users can enter, edit orders, request Local Services, and create notes

Read Only:

Users can view data only

Manager Flag:

N/A

Job Costing

Allow users to access the Job Costing screen

Per Branch:

No (assign one branch to activate functionality)

Full Access:

Users can perform all functions

Read Only:

N/A

Manager Flag:

If the Allow Manager Privileges flag is set, then users can view the Cost column within the Single Order and Compare Orders tabs.

If this flag is not set, then Cost column does not display.

Local Dispatch

Allow users to access the Local Dispatch module and manage services within their view (based on branch and access type).

For more information see Local Dispatch Setup and Administration and Security Profile Setup (Local Dispatch).

Per Branch:

Yes (see Dispatching Common View)

Full Access:

Users can clear services, assign crew and equipment, add a Day Note, generate Work Tickets, etc. Users must have full access to view services, crew, and equipment

Read Only:

Users can view data only

Manager Flag:

N/A

Long Distance Dispatch

Allow users to access the Long Distance Dispatch module and manage services within their view (based on branch and access type).

For more information see Long Distance Dispatch Setup and Administration.

Per Branch:

Yes

Full Access:

Users can manage trips and order for drivers, update, etc.  Users must have full access to view drivers and access equipment

Read Only:

Users can view data only

Manager Flag:

N/A

Military Carrier

NOT USED FOR SECURITY

Military/Government

NOT USED FOR SECURITY

Mobile Crew Time

Allow users to access the Mobile Crew Time screen through the Accounting Tools Menu and/or through the Dispatch Center.

For more information see Mobile Crew Time and MSCrew Setup and Administration.

Per Branch:

Yes, you can only update services associated to a branch that is established within this setup and is part of your Dispatching Common View).

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

MobileConnect Api

NOT USED FOR SECURITY

MoversConnect Api

NOT USED FOR SECURITY

NAVL Statement Integration

Allow a user to import STI statements through Payment Management

Per Branch:

No

Full Access:

Users can import the STI statement

Read Only:

N/A

Manager Flag:

N/A

Office & Industrial

Allow a user to access the Office & Industrial module and related tabs and functionality, which includes the following:

Account Profile

Billing Information

Contacts and Locations

Job Information

Local Services

Notes

Quote

SIT/Recurring Billing

Tasks

User Defined Fields

Additional security is available for the following:

Quote

SIT/Recurring Billing

Tasks

For more information refer to the Office & Industrial Setup Areas, Office & Industrial Initial Setup topics.

Per Branch:

Yes

Full Access:

Create and manage orders with access to all functionality within the Office & Industrial module.

Read Only:

Users can view data only within the Office & Industrial module.

Manager Flag:

N/A

Order Archive

NOT USED FOR SECURITY

Order Information

Allow a user to access the Order Information module and related tabs and functionality, which includes the following:

Account Profile

Agents

Billing Information

Extra Stops

Local Services

Military/Government

Move Information

Name, Address, Phone

Notes

Quote

SIT/Recurring Billing

Tasks

User Defined Fields

Additional security is available for the following:

Quote

SIT/Recurring Billing

Tasks

For more information see Order Information Setup and Administration, Security Profile Setup (Local Dispatch), Security Profile Setup (Account Profile), and Tasks Initial Setup.

Per Branch:

Yes

Full Access:

Create new orders, access to Order Information, create Local Services, set Account Profile, manage Tasks, etc.

Read Only:

Users can view data only

Manager Flag:

Provide users with the ability to 'Delete all errors prior to this' through a right-click option within the Third Party Application Error Management screen.

Order Re-Book

Allow a user to re-book an order through the Book Order function (see Change a MoversSuite Order Number or Branch).

Per Branch:

No (assign one branch to activate functionality)

Full Access:

Users can re-book a MoversSuite order

Read Only:

Users can re-book a MoversSuite order

Manager Flag:

N/A

Payment Management

Allow a user to access the Payment Management module and related tabs and functionality, which includes the following:

Batch Management

Detail Processing

Order Notes

Refer to Payment Management Setup and Administration for more information.

Per Branch:

Yes

Full Access:

Process deposits and van line statements, and split statements

Read Only:

Users can view data only

Manager Flag:

N/A

Personnel Document Management

Allow a user to access the Personnel Documents functionality by assigning a single record with Full access.

See Personnel Documents and Personnel Documents Setup for more information

Per Branch:

No

Full Access:

Allows Personnel Documents functionality

Read Only:

N/A

Manager Flag:

N/A

QLAB Integration

NOT USED FOR SECURITY. Refer to SIRVA QLAB Integration.

QuickBooks Api

NOT USED FOR SECURITY. Refer to QuickBooks Integration.

Quote

Allow a user to access the Quote tab.

See Quotes System Setup and Administration for more information

Per Branch:

Yes

Full Access:

Manage quotes (create, modify, delete, update status)

Read Only:

Users can view data only

Manager Flag:

N/A

Recurring Billing AR Branch

Controls user to access the AR Branch within Add Billing Item in Recurring Billing.  When this module is on, users will be granted the ability to edit the AR Branch and Division within Recurring Billing. 

For more information see Recurring Billing Setup and Administration.

Per Branch:

No

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

Recurring Billing Generation

Allow a user to access the Recurring Billing Generation screen.

For more information, see Recurring Billing Setup and Administration.

Per Branch:

Yes

Full Access:

Generate and view storage invoices

Read Only:

Users can view/print existing storage invoices

Manager Flag:

N/A

Recurring Billing Setup

Allow a user to access the SIT/Recurring Billing tab.

For more information see Recurring Billing Setup and Administration.

Per Branch:

Yes

Full Access:

Manage storage records and items

Read Only:

Users can view data only

Manager Flag:

N/A

Report Manager

NOT USED FOR SECURITY

Revenue Entry

Allow a user to access the Revenue Entry module and related tabs and functionality, which includes the following:

Account Profile

Agents

Billing Information (Revenue Entry)

Military/Government

Notes

Order Information (Revenue Entry)

Quote

Revenue Import

SIT/Recurring Billing

Summary

Tasks

Transactions

User Defined Fields

Additional security is available for the following:

Quote

SIT/Recurring Billing

Tasks

For more information see Revenue Entry Setup and Administration.

Per Branch:

Yes

Full Access:

Manage revenue items, generate transactions, generate invoices, etc.

Read Only:

Users can view data only

Manager Flag:

Allows user to change Customer in Billing Information after transaction generation.

Allows user to edit a draft of an invoice that is being generated by another user, i.e., override the draft of the user. Setting this flag instructs the application to prompt the user to continue editing a draft (or cancel) if the warning of “Your draft invoice is being generated into an invoice by another user at this very moment” appears; this warning may also appear if the current user loses access to the invoice, such as what may occur if a user if the application shuts down inadvertently.

Revenue Entry AR Branch

Controls user to access the AR Branch within Add Allocation Item and Add Revenue Item in Revenue Entry.  When this module is on, users will be granted the ability to edit the AR Branch and Division within Revenue Entry. 

For more information see Revenue Entry Setup and Administration.

Per Branch:

No

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

Safety Systems

NOT USED FOR SECURITY

Sakari Crew Messaging

Assigning this module allows users to access Crew Job Notifications functionality.

Per Branch:

No (assign one branch to activate functionality)

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

Sakari Text Messaging

Assigning this module allows users to access Text Messaging functionality.

Per Branch:

No (assign one branch to activate functionality)

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

Sales Commission Hold Managemt

Assigning this module allows users to access Sales Commission Hold Management functionality.

Per Branch:

No

Full Access:

Required

Read Only:

N/A

Manager Flag:

N/A

SIRVA Statement Integration

Allow a user to import SIRVA statements into Payment Management.

Per Branch:

No

Full Access:

Import SIRVA statements

Read Only:

N/A

Manager Flag:

N/A

Special Services

Allow a user to access the Special Services module and related tabs and functionality, which includes the following:

Account Profile

Agents

Billing Information

Extra Stops

Local Services

Military/Government

Move Information

Name, Address, Phone

Notes

Quote

SIT/Recurring Billing

Store Information

Tasks

User Defined Fields

Additional security is available for the following:

Quote

SIT/Recurring Billing

Tasks

For more information see Special Services Setup and Administration.

Per Branch:

Yes

Full Access:

Create new special commodities orders, create Local Services, set Account Profile, etc.

Read Only:

Users can view data only

Manager Flag:

N/A

Tasks

Allow a user to access the Tasks module.

Refer to Tasks Initial Setup for more information.

Per Branch:

Yes

Full Access:

Manage tasks for users

Read Only:

N/A(DO NOT USE)

Manager Flag:

N/A

UniGroup International

NOT IN USE: Reference Only

Allows user the ability to perform UniGroup International Interface functions such as an upload or download. Refer to UniGroup International Initial Setup for more information.

Per Branch:

No (assign one branch to activate functionality)

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

UniGroup International IBIL

NOT IN USE: Reference Only

Allows user the ability to perform UniGroup International IBIL Upload. Refer to UniGroup International IBIL Setup for more information.

Per Branch:

No (assign one branch to activate functionality)

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

UniGroup Statement Integration

Allow a user to import UniGroup statements into Payment Management.

For more information see UniGroup Download Setup and Administration.

Per Branch:

No

Full Access:

Import UniGroup statements

Read Only:

N/A

Manager Flag:

N/A

UniGroup TransDoc

Allow a user to import and export TransDocs documents to/from UniGroup.

For more information see TransDocs Integration.

Per Branch:

No

Full Access:

Import UniGroup statements

Read Only:

N/A

Manager Flag:

N/A

Van Line Revenue Import

Control the visibility of the Revenue Import tab in Revenue Entry using this setting.

Per Branch:

No

Full Access:

N/A

Read Only:

N/A

Manager Flag:

N/A

Modules with Integrated API

Account Profile

Document Management

TechMate/FirstMate Interface