Predefined Roles

A set of basic user roles in Mod24

This is a list of basic set of user roles that are available for you when you sign up to use Mod24 Dispatch app. Each role will be described below.

General Manager

General Manager has the same permission as the Cluster Admin. This is the person that will be responsible for creating necessary Companies and other Manager roles e.g. Sales Manager.

Sales Manager

Sales Manager will be responsible for handling creation of Sales Representatives and overview the progress of leads created in the system. Sales Manager should be in charge of supervising the personnel in their department.

Sales Representative

Sales Representatives will be those that communicate with the customers. Their responsibility will be to add and manage leads once the customers want to get a quote. Sales Representative’s responsibility is to follow up with the customer and in the best case scenario to book a move.

In the table below you can see sections Sales Representative can adjust in the system. Everything that is not listed, they will not be able to access at all.

Page	Create	View/List	Edit	Delete
Groups	❌	✅	❌	❌
Companies	❌	✅	❌	❌
Leads	✅	✅	✅	❌
Jobs	✅	✅	✅	❌
Claims	✅	✅	❌	❌
Transactions	✅	✅	❌	❌
Movers	❌	✅	❌	❌
Trucks	❌	✅	❌	❌
Customers	✅	✅	✅	❌
Follow up email templates	✅	✅	✅	✅

Claims Manager

Claims Manager is responsible for supervising the Claims Agents and complaints raised by the customers. They will handle creating of emails related to Claims department and adjust claim types that can be raised in case of an issue on your moves.

Claims Agent

Claims Agent is responsible for handling the complaint made by the customer. They will communicate with the customer and the crew that handled the move to resolve any issue that occurred.

Dispatch Manager

Dispatch Manager will supervise activities related to the move after it was booked. Which means all aspects of a Job should be administered by the Dispatch Manager. They will also be responsible for adding other roles related to Job activities, as well as trucks and movers.

Dispatch Operator

Dispatch Operators are the ones that are responsible for the communication with the drivers. Their job is to ensure arrival windows agreed with the customers are respected, they coordinate movers and trucks and their assignments.