Roles

org Admin - Features - Who this person is - What you can achieve with this role - How can you utilize the features/role.

AdminWhat 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 or change (name, order, and data types for item fields) Item types & Layout Vector

  • Enable/Disable containers

  • Stage values: Customizable drop-down field which can be used to define the steps in your workflow. Eg Inbound, Outbound, In-process, Done

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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