# Roles

<table><thead><tr><th width="171">Admin</th><th>What you can achieve with this role</th></tr></thead><tbody><tr><td>Emory Rep. : Representative from Emory</td><td>Set up your Emory account, configuration (item types, member roles, stages, etc.), troubleshooting,  evaluation of new feature request</td></tr><tr><td>Organisation Admin:<br>CEO/Team-lead</td><td><p><em><mark style="color:green;"><strong>Access to:</strong></mark></em><mark style="color:green;"> Webapp, Mobile app</mark><br></p><p><strong>Initial Set up:</strong></p><p>First time set up of <a href="setting-up-your-emory-account">Emory app account</a> for the company.</p><p></p><p>Modify configurations - </p><ul><li>Create or change (name, order, and data types for item fields) Item types &#x26; Layout Vector </li><li>Enable/Disable containers</li><li>Stage values: Customizable drop-down field which can be used to define the steps in your workflow. Eg Inbound, Outbound, In-process, Done</li></ul><p>Create, Update, and Deactivate the items/containers</p><p></p><p>Assign roles to each/new member. Create/update their profiles.</p><p></p><p><strong>Operations:</strong></p><p>Assign items/containers to each member.</p><p></p><p>Has an overview of day-to-day <a href="operational-settings">operations</a></p><p></p><p>Review the inspection report. </p><p></p><p><strong>Business Development:</strong> <br>Have access to the Statistics on the dashboard</p><p>Access to the statistical and billing section</p></td></tr><tr><td>Warehouse Admin: Manages the in-flow and out-flow of all the goods</td><td><p><em><mark style="color:green;"><strong>Access to:</strong></mark></em><mark style="color:green;"> Webapp, Mobile app</mark><br></p><p><strong>Data setup/import:</strong> </p><p>Create, maintain, assign Items/Containers</p><p>Associate Items to a Container.<br><br>Import containers/Batch upload (MS-Excel, API)</p><p>Import Items/Batch upload (MS-Excel, API)</p><p></p><p><strong>Assignment:</strong></p><p>Assign Items/Containers to the right field agent<br>Create QR codes, assign them, print QR stickers.</p><p>Additional configuration - Automatically share the report once created</p><p></p><p><strong>During inspection:</strong></p><p>-Edit details</p><p>-Add markings (dent/scratch..)</p><p>-Add photos &#x26; comment</p><p>Assign Items/Containers to the field agents</p><p></p><p><strong>After inspection:</strong></p><p>Check inspection status <br>Create, update, and verify inspection reports.</p><p>Create multiple check reports of Items/Containers in order to track changes over time.</p><p>Share reports with the customer via WhatsApp, SMS, and email. </p></td></tr><tr><td>Senior Field Agent: Inspects the vehicle</td><td><p><em><mark style="color:green;"><strong>Access to:</strong></mark></em><mark style="color:green;"> Webapp, Mobile app</mark><br></p><p>Update their own profile</p><p></p><p><strong>Data setup/import:</strong> </p><p>Create, and maintain Items/Containers</p><p>Associate Items to a Container.<br><br>Import containers/Batch upload (MS-Excel, API)</p><p>Import Items/Batch upload (MS-Excel, API)</p><p></p><p><strong>Assignment:</strong></p><p>Assign Items/Containers via web app to the right field agent<br>Access/download QR codes, assign them, and print QR stickers.</p><p></p><p><strong>During inspection:</strong></p><p>-Edit details</p><p>-Add markings (dent/scratch..)</p><p>-Add photos &#x26; comment</p><p>Submit Inspection with signature and timestamp<br></p><p><strong>After inspection:</strong></p><p>Check inspection status <br>Create, update, and verify inspection reports.</p><p>Create multiple check reports of Items/Containers in order to track changes over time.</p><p>Share inspection reports with the customer via WhatsApp, SMS, and email. </p><p></p></td></tr><tr><td>Internal Field Agent: Inspects the vehicle</td><td><p><em><mark style="color:green;"><strong>Access to:</strong></mark></em><mark style="color:green;"> Mobile app</mark></p><p></p><p>Update their own profile</p><p></p><p><strong>Access:</strong> </p><p>Scan any QR code via the mobile app</p><p>Access to Items/Containers via scanning the QR code</p><p>Edit the inspection report</p><p></p><p><strong>During inspection:</strong></p><p>-Edit details</p><p>-Add markings (dent/scratch..)</p><p>-Add photos &#x26; comment</p><p>Submit Inspection with signature and timestamp<br></p><p><strong>After inspection:</strong></p><p>Check inspection status <br>Create, update, and verify inspection reports.</p><p>Create multiple check reports of Items/Containers in order to track changes over time.</p><p>Share reports with the customer via WhatsApp, SMS, and email</p></td></tr><tr><td>External Field Agent: Intern, Temporary employee, payroll,  Contractor etc</td><td><p><em><mark style="color:green;"><strong>Access to:</strong></mark></em><mark style="color:green;"> Mobile app</mark></p><p></p><p>Update their own profile via Mobile app</p><p></p><p><strong>Access:</strong> </p><p>Scan any QR code via mobile app</p><p>Access to Items/Containers via scanning the QR code</p><p>Edit the inspection report</p><p></p><p><strong>During inspection:</strong></p><p>-Edit details</p><p>-Add markings (dent/scratch..)</p><p>-Add photos &#x26; comment</p><p>Submit Inspection for review with signature and timestamp<br></p><p><strong>After inspection:</strong></p><p>Check inspection status <br>Create, update, inspection reports.</p><p>Create multiple check reports of Items/Containers in order to track changes over time.</p><p>Share reports with the customer via WhatsApp, SMS, and email</p></td></tr><tr><td>Client: Owns the good/shipment</td><td>Receive the inspection report on their registered email id</td></tr></tbody></table>

<br>