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Assign 100% custom permissions to the users of your AntsRoute account

2 May 2022 | 3 min read

To be productive in running your business and generate more revenue, one effective solution is to delegate some tasks. But where do you start? To help you assign tasks to your workforce, our team has just added a feature that allows you to define 100% custom roles for each of your users on AntsRoute. 🚀

Increase efficiency by delegating some tasks

The increasing number of orders requires you to allocate almost 100% of your time to managing deliveries or field service operations and prevents you from focusing on your core business. You would like to give some tasks to your employees, but you are worried that you will no longer have full control over your business. However, with a well-thought-out delegation of tasks, you save time so that you can focus on the most important things, and you enhance the value of your teams by giving them new responsibilities.

At AntsRoute, we understand the importance of teamwork. That’s why our technical team has just developed a more complete system for managing the permissions of users. You are now able to create as many 100% customised roles as you need. You can assign the required permissions to each of your co-workers. In short, it’s a great way to divide up tasks.

You can add an unlimited number of users into your AntsRoute account. At the time of adding a user to your AntsRoute account, you have to assign him a role. In concrete terms, you choose the features to which the user will have access. So far, the routing software offers 4 roles:

• Administrator. Access to all features on the different sites or warehouses. Management of subscription and text message credit.
• Site manager (or warehouse). Access to all features for some sites or warehouses.
• Analyst. Access only to the analysis module and the various statistics.
• Bucket manager. Access only to the addition and management of tasks in the ‘Delivery bucket’ tab.

Assign different permissions to each user

With our new role management system, you can start by delegating only some tasks to your co-workers. Then, once they are perfectly comfortable with their new responsibilities, you can give them access to more features.

The new 100% customised role system lets you determine which features each user will have access to. For each of the features listed below, you can determine whether or not this role gives access to the functionality:

• ⚙️ General settings: custom fields, skills, capacities, etc.
• 💳 Subscription: licences and text message credit.
• 📊  Modules, dashboard and alerts: ‘Schedule’, ‘Organize’, ‘Monitor’, ‘Analyze’, etc.
• 🏢 Warehouse (or site / point of sale / agency): edit, setup or delete warehouse.
• 🚛 Resources: add, edit or delete vehicles or drivers.
• 🧑 Clients (or patients): customer database, add, import, edit and delete customers.
• 📍 Deliveries (or field services / visits / pickups): add, schedule, edit, confirm, put on hold deliveries, send notifications, generate service reports, import deliveries, cancel deliveries from the module ‘Monitor’, etc.
• 🏁 Routes: optimize, delete, unschedule, duplicate, lock routes, etc.

Here is how to add new roles 👇

The role management is available to all users with an Administrator role.

To get started, just go to your AntsRoute account and click on your initials at the top right of the interface before selecting the ‘Roles’ tab.
From this page, you must click on the ‘Add’ button to create a 100% custom role. You can then determine the name of this role and choose the permissions to which it gives access. Once this role is created, you can assign it to each new user you add. And that’s it!

💡Ready to delegate some tasks to boost productivity? To find out more about the creation of roles, read our support article.