Introduction to Access Profiles

Fleet Rocket is not a closed TMS that operates internally within your company, but is designed so that different profiles can access and interact with it on behalf of your company, saving manual work and providing efficiency and automation.

BO profile, for full access for your company's employees.
Shipper Profile, where you can check your shipments, post new requests directly, and much more.
Carrier Profile, where they can view available shipments and bid on them, register their units, dispatch them on their assigned shipments, upload documentation, and much more.
Driver Profile, so that they can conveniently report their progress from their cell phone while on the move, chat with them directly from the TMS, and contribute documentation in real time.
Agent Profile, in case you have external personnel working on commission in different parts of the operation.

All of this is controlled by a comprehensive system of accounts, users, and roles to maintain system security, allowing the team to focus on what they need to focus on.

Introduction to Accounts

Fleet Rocket allows you to register all accounts or organizations you are connected to, classified into two types:

Shipper Accounts. Here we will store all entities that act as shippers, promoters, or customers of shipments. We will have an account file where we can store their general information, contacts and users, accounting and financial information, documents, origin facilities, stops or destinations, shipment history, etc.
Carrier Accounts. Here we will store all entities that act as providers of the services necessary to fulfill shipments. We will have an account file where we can store their general information, contacts and users, accounting and financial information, documents, common and active routes, tracking data, shipment history, etc.

Contacts vs. Users

Introduction to Contacts

Once we have our shipper or carrier accounts, we can store all known contacts within those organizations in their account.

Think of contacts as business cards: a record of names, positions, email addresses, contact numbers, addresses, opening hours, etc.

Contacts allow us to get in touch with that organization and keep them organized and readily available.

However, contacts do not grant any functionality, credentials, or access to the system in any way.

Introduction to Users

Additionally, once we have our shipper or carrier accounts, we can create different users within them.

Let's think of users as credentials: name, email, and password, which are used to access the system to operate.

In other words, unlike contacts, users do grant functionality and access to the system.

Introduction to Roles

When we create a user, we must assign roles to them.

Roles with capabilities, or functions that they can access within the system, in order to maintain system security.