Users & Roles
Control who can access your TMS and what they can do. Optrix TMS uses a role-based permission system with three account types.
Account types
Staff
Office team members who manage orders, shipments, invoices, and reports. Full access to the TMS based on their role.
Driver
Internal drivers. Access is limited to their assigned jobs — they can update delivery status and upload PODs.
Carrier
External carrier partners with a login. Can view and update shipments assigned to them.
Staff roles
| Role | Default access |
|---|---|
| Admin | Full access to everything including settings, user management, and all reports. |
| Manager | Access to all operational modules (orders, shipments, invoices, reports). Cannot manage users or change company settings. |
| Staff | Access to orders and shipments. No access to invoices, reports, or settings by default. |
| Accountant | Access to invoices, payments, and financial reports. No access to operational modules. |
Inviting a user
- Go to Settings → Users and click Invite User.
- Enter the person's email address.
- Select their Account Type (Staff, Driver, or Carrier).
- For Staff, select their Role (Admin, Manager, Staff, or Accountant).
- Click Send Invite. They receive an email with a link to set their password and log in.
Customising permissions
Each role comes with default permissions, but you can adjust individual permissions per user. Go to Settings → Roles to see and edit what each role can access. Changes apply to all users with that role.
To give one specific user different access from their role, open their user profile from Settings → Users and adjust their individual permissions.