Roles
org Admin - Features - Who this person is - What you can achieve with this role - How can you utilize the features/role.
| Admin | What you can achieve with this role |
|---|---|
Emory Rep. : Representative from Emory | Set up your Emory account, configuration (item types, member roles, stages, etc.), troubleshooting, evaluation of new feature request |
Organisation Admin: CEO/Team-lead | Access to: Webapp, Mobile app Initial Set up: First time set up of Emory app account for the company. Modify configurations -
Create, Update, and Deactivate the items/containers Assign roles to each/new member. Create/update their profiles. Operations: Assign items/containers to each member. Has an overview of day-to-day operations Review the inspection report. Business Development: Have access to the Statistics on the dashboard Access to the statistical and billing section |
Warehouse Admin: Manages the in-flow and out-flow of all the goods | Access to: Webapp, Mobile app Data setup/import: Create, maintain, assign Items/Containers Associate Items to a Container. Import containers/Batch upload (MS-Excel, API) Import Items/Batch upload (MS-Excel, API) Assignment: Assign Items/Containers to the right field agent Create QR codes, assign them, print QR stickers. Additional configuration - Automatically share the report once created During inspection: -Edit details -Add markings (dent/scratch..) -Add photos & comment Assign Items/Containers to the field agents After inspection: Check inspection status Create, update, and verify inspection reports. Create multiple check reports of Items/Containers in order to track changes over time. Share reports with the customer via WhatsApp, SMS, and email. |
Senior Field Agent: Inspects the vehicle | Access to: Webapp, Mobile app Update their own profile Data setup/import: Create, and maintain Items/Containers Associate Items to a Container. Import containers/Batch upload (MS-Excel, API) Import Items/Batch upload (MS-Excel, API) Assignment: Assign Items/Containers via web app to the right field agent Access/download QR codes, assign them, and print QR stickers. During inspection: -Edit details -Add markings (dent/scratch..) -Add photos & comment Submit Inspection with signature and timestamp After inspection: Check inspection status Create, update, and verify inspection reports. Create multiple check reports of Items/Containers in order to track changes over time. Share inspection reports with the customer via WhatsApp, SMS, and email. |
Internal Field Agent: Inspects the vehicle | Access to: Mobile app Update their own profile Access: Scan any QR code via the mobile app Access to Items/Containers via scanning the QR code Edit the inspection report During inspection: -Edit details -Add markings (dent/scratch..) -Add photos & comment Submit Inspection with signature and timestamp After inspection: Check inspection status Create, update, and verify inspection reports. Create multiple check reports of Items/Containers in order to track changes over time. Share reports with the customer via WhatsApp, SMS, and email |
External Field Agent: Intern, Temporary employee, payroll, Contractor etc | Access to: Mobile app Update their own profile via Mobile app Access: Scan any QR code via mobile app Access to Items/Containers via scanning the QR code Edit the inspection report During inspection: -Edit details -Add markings (dent/scratch..) -Add photos & comment Submit Inspection for review with signature and timestamp After inspection: Check inspection status Create, update, inspection reports. Create multiple check reports of Items/Containers in order to track changes over time. Share reports with the customer via WhatsApp, SMS, and email |
Client: Owns the good/shipment | Receive the inspection report on their registered email id |
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