Roles and Permissions

The customer platform has different roles which unlock plenty of features. The assigned role will match the user interests in order to create the perfect customer experience. Below is a brief run down of these roles.

For customers:

• Executive role

• Accounts role

• Fleet role

Executive Role

The Executive role gives the user a full access to all of their customer data. This role is a combination of the Accounts and Fleet roles. 

Features included:

Profile

• Personal and company information

Assets

• Fleet list

• Fleet map

• Key asset information

• Request connect machine

• Fault codes module

• Service History

• Service history export (pdf document)

• Warranty information

Finance

• Finance invoices list

• Request Invoice

• Finance History

• Request statement

• Credit information

Parts Tracker

• List of parts orders

• Search by sales order and purchase order number

• View invoice linked to parts order

Outstanding cores

• Outstanding cores

• Cores Credits Processed

Homepage

• Access to parts online shop, service requests and equipment catalogues.
• Access to quick links and news
• Invite others to join the platform

Fleet Role

The Fleet role gives the user access to all of their customer data related to asset information, including telematic information transmitted from VisionLink and Cat Daily.

Features included:

Profile

• Personal and company information

Assets

• Fleet list

• Fleet map

• Key asset information

• Request connect machine

• Fault codes module

• Service History

• Service history export (pdf document)

• Warranty information

Parts Tracker

• List of parts orders

• Search by sales order and purchase order number

• View invoice linked to parts order

Outstanding cores

• Outstanding cores

• Cores Credits Processed

Homepage

• Access to parts online shop, service requests and equipment catalogues.
• Access to quick links and news
• Invite others to join the platform

Accounts Role

The accounts role gives the user access to all their customer data related to finance, including requesting invoice, statements and viewing credit information.

Features included:

Profile

• Personal and company information

Finance

• Finance invoices list

• Request Invoice

• Finance History

• Request statement

• Credit balance

Parts Tracker

• List of parts orders

• Search by sales order and purchase order number

• View invoice linked to parts order

Outstanding cores

• Outstanding cores

• Cores Credits Processed

Homepage

• Access to parts online shop, service requests and equipment catalogues.
• Access to quick links and news
• Invite others to join the platform.