With Denim's Roles and Permissions feature, you can give anyone access to the Denim Portal, all while being able to control exactly what they can do and see.
When you log into Denim, navigate over to your Settings page, and select "Role Management"
Here, you can customize each "Role" with granular permissions. For example, if you want a dispatcher to be able to view & submit loads, and check a broker's factorability, you can select:
- Dashboard: Full
- This allows them to be able to see imported jobs, add a new job, and view upcoming payments
- Jobs: Full
- This allows them to add new jobs, and view existing jobs
- Customers: Custom
- View + Add will allow them to add new brokers, and view existing ones. If you want them to be able to request additional credit, you can select "Full."
From there, head over to your "Team Management" tab, where you'll be able to invite each new user to Denim. Provide their name, contact information, job title, and assign them an already-created role. From here, they will receive a link to set their Denim password and log into the portal. Please note that you can edit existing roles and delete users at any given time.
If you have any questions, please reach out to support@denim.com for more information.