Roles

Settings > Users & roles > Roles is where you manage the job-based roles used in Axivoy.

What the page shows

The page lists the available roles and the permissions tied to each one.

System portal templates include admin, accountant, hr, dispatcher, and driver. The accountant template is for billing and payroll staff: invoices, payments, collections, reports, and payroll (including void/write-off and finalize), plus load financials and documents — not load create/edit/cancel or settings. The HR template is for recruiting staff: full Operations → Recruiting desk (candidates, pipelines, job postings, documents, orientation) — not loads, payments, settings, or other admin areas. Focused HR sign-in lands on the Recruiting Needs attention hub.

What you can do

• Review role permissions
• Create or edit a role
• See which users have a role
• Keep access aligned with job responsibilities
• Assign portal roles (including Accountant or HR) on a user’s profile when you have user-update access

What to watch for

Roles control what people can do in the app, so keep them broad enough to be useful and narrow enough to stay safe. System templates are read-only in the permission matrix; clone a template if you need a custom grant set.