Illustrative workflow. Example participants. Permitted records and actions are agreed during setup; this is not a permissions specification.
Office team
Drivers
Customers
Example participants. Permitted records and actions are agreed during setup; this is not a permissions specification.
Define participant responsibilities
Start with the people who create orders, allocate transport, update shipments and review documents. Use these responsibilities to discuss access requirements.
Review records and actions
Agree who should see each type of record and who may change it. Tenant configuration and supported role controls must be checked against the required workflow.
Bring your security questions
Include hosting, backups, authentication, data handling and any compliance requirements in the evaluation. Technical answers should be confirmed by the team before an agreement is finalised.
Practical questions
Can you confirm hosting and backup details?
These technical facts must be confirmed during evaluation. No hosting location or backup commitment is stated on this page.
Is there a published certification claim?
No certification or compliance assurance is made here.
How should we review access?
List each participant, the records they need and the actions they should be allowed to perform.