Roles & departments

The right responsibility. The right access.

Understand who owns the work—from platform administration through company and department responsibilities to individual staff accounts.

Platform access is different from company access

Master Super Admin manages platform settings and company provisioning. Company data access for support requires explicit audited authorization. Company Super Admin assigns granular rights inside the business.

Company roles and configurable reporting lines

A structure you can configure.

Master Super AdminSuper Admin / OwnerOffice AdminRegion ManagerBranch ManagerRSMSales ManagerManagerTeam LeaderBDOOrder BookerSupervisorHRCNC — Credit & CollectionAccounts DepartmentWarehouse AdminTransport AdminDriver / RiderIT DepartmentEmployee

This directory includes company operations and separately configurable sales roles; it is not one universal reporting chain. Branch scope and actual permissions are configured by the company.

Platform

Master Super Admin

Platform settings and tenant provisioning. Company-data support access requires explicit audited authorization.

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Company

Super Admin / Owner

Company administration, granular permissions, delegated responsibilities and controlled approval policies.

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Region

Region Manager

Coordinate authorized sales activity across assigned regions and route branch exceptions to the responsible company owner.

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Branch

Branch Manager

Coordinate an assigned branch, its supervisors and departmental handoffs. Review branch activity and escalate exceptions within delegated rights.

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Assigned sales region

RSM

Review configured sales-team progress and route order or customer exceptions within the assigned regional scope.

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Assigned branch / team

Sales Manager

Coordinate the assigned sales team, monitor order-booking progress and raise pricing or fulfilment exceptions through approved workflows.

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Assigned team

Manager

Review assigned team work and route customer-order exceptions to the authorized approver. The company defines which manager tier this account represents.

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Assigned team

Team Leader

Follow team order-booking activity, support correction of incomplete orders and escalate exceptions to the authorized manager.

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Assigned customers / territory

BDO

Record assigned customer interactions and submit eligible order requests for the configured approval path.

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Assigned customers / territory

Order Booker

Capture customer orders, check required order information and submit bookings into the approval and fulfilment workflow.

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Assigned branch / team

Supervisor

Follow assigned team activity, review operational progress and escalate issues to the responsible manager. Department and approval rights are configured separately.

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Credit & Collection department

CNC — Credit & Collection

The department between HR and Accounts in the FieldPro role directory: customer credit review, assigned invoice collections and payment submissions for Accounts review.

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Department

Transport Admin

Delivery assignment and coordination between warehouse, individual drivers/riders and accounts.

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Individual account

Driver / Rider

Assigned deliveries, authorized delivery information and evidence/exception submission. No internal driver/rider management chain is required.

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Department

IT Department

Helpdesk, device and asset context, consent-based assistance and approved backup/recovery duties.

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Configurable chain

Sales & Order Booking Teams

Region Manager, Branch Manager, RSM, Sales Manager, Manager, Team Leader, BDO and Order Booker, with company-defined responsibilities.

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Sales responsibilities can be nested.

Region Manager, Branch Manager, RSM, Sales Manager, Manager, Team Leader, BDO and Order Booker can be configured according to the business structure.

Drivers and riders remain individual accounts, with assigned delivery scope rather than a separate internal management chain.

Start with your business

Map your teams.
Connect your workflow.

Explore the departments and handoffs that match your operation, then prepare a product enquiry around your company structure.