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Roles & permissions

TajerPro is multi-user with fine-grained roles. Each team member has a role, and the role decides exactly which pages they see and which actions they can take.

Permissions come in three kinds:

  • Page permissions — whether a page appears in the sidebar and can be opened (e.g. access Orders, Call Center, Settings).
  • Button permissions — whether a specific action is allowed (e.g. change status, delete an order, export).
  • Data permissions — scoping what data a user can act on (e.g. only certain cities via allowed_cities, or only certain statuses via allowed_statuses).

Because the sidebar and buttons follow permissions, two users can see very different apps.

  • CallCenter — agents in this role only see orders assigned to them in the Call Center.
  • Suivi — agents in this role only see their assigned tracking orders in the Suivi Center.

Give these roles the pages they need, and scope their allowed_statuses to the outcomes they may set.

The account owner creates roles and toggles their permissions in Settings. Assign a role to each user, and assign orders to users to fill their cockpit queues (see Statuses & assignment).