Key Functions

✅ 1. Freightek supports a role-based access control (RBAC) system to define what each user can see and do. Common roles include:

 How to Set Roles?

• Go to Automation Settings → User & Permissions

• Click Add User.

• Enter email, full name, and select a predefined role.

• Optionally, configure custom role permissions (field-level or module-level).

✅  2. Adding & Removing Users

To add a user:

• Navigate to Automation  Settings > User & Permissions > Users.

• Click Add New.

• Fill in: Name, Email, Department, Role.

• User will receive an invitation via email.

To remove a user:

• Go to the user list.

• Click the three-dot menu next to the user.

• Select Deactivate or Remove.

✅ 3. Workspace Configuration

Workspace settings help define company-specific operational behavior.

Includes:

• Logo upload: go to Company Profile -> Company Branch

• Default currency & tax settings: go to Automation Setting -> Accounting

• Shipment ID and document prefix customization: go to Automation Setting -> Operation

• Time zone, country settings: Automation Setting -> Operation

✅ 4. Department-Based Access

You can assign users to one or multiple departments:

• Pricing

• Sales

• Documentation

• Accounting

• Management

• Admin

Each department's access can be limited to certain modules or filtered views (e.g., only view shipments created by their team).

✅ 5. Activity Logs

Freightek automatically logs all actions made by users:

• Quotes created or edited

• Rates added

• Shipments updated

• Invoices issued

Activity logs can be filtered by user, date, and action type — helpful for tracking performance or correcting errors.