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List of General Permissions

Written by Eve Church

This is a list of system permissions per company type. Please note that most companies have internal User Group settings that may restrict some of the functions listed below for some users.

Sourcing

This deals with Candidates and Recruitments. Below are the pages / features within that section plus who has permission to create, view, edit and/or delete them.

Find Job Page

Manning Agents

Seafarers

View

✅

✅

Notes

  • For a Manning Agent to be able to view this page, they must be selected by the Employer when the Employer creates the job vacancy on the Assignments page.

  • For a Seafarer to be able to view this page, the position must be made ‘public’ at the Advertising stage when the Assignment is created.

Find Job Details

Manning Agents

Seafarers

View

✅

✅

Notes

  • Manning Agents can only apply Seafarers for the jobs, not candidates.

  • Seafarers can apply to jobs by themselves.

Candidates Page

Employers

Manning Agents

Clients

Create

✅

✅

View

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✅

✅

Notes

  • Employers can only see Candidates whose profiles that Employer has created or who have applied to their vacancy.

  • Manning Agents can only see Candidates whose profiles that Manning Agent has created.

  • Clients can only see Candidates who have applied or been applied to the Client’s vessels.

Recruitments Page

Employers

Manning Agents

Create

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View

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Edit

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Notes

  • A Recruitment is unique to that company and cannot be shared (unlike Assignments.)

  • A Recruitment cannot be deleted, only closed

Recruitment Details – Stages

Employers

Manning Agents

View

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✅

Edit

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Note

  • These are the Stages created for each Recruitment based on the Pipeline settings

Recruitment Details – Assigned To

Employers

Manning Agents

Create

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View

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Edit

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Delete

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Note

  • All of a company’s Users can update the Assigned To value or set it to Unassigned.

Recruitment Details – Watchers

Employers

Manning Agents

Create

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✅

View

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Edit

✅

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Delete

✅

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Note

  • All of a company’s Users can view, edit and remove watchers.

Recruitment Details – Notes

Employers

Manning Agents

Create

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✅

View

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Edit

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Delete

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Note

  • All of a company’s Users can view, edit and delete notes.

Seafarer/Candidate Profiles

This includes all aspects of a Seafarer or Candidate’s profile as well as the My Jobs function for Seafarers. Below is who has permission to create, view, edit and/or delete.

Profiles

Please see this separate page for who has permission to create, view, edit or delete sections in a Seafarer/Candidate’s profile.

My Jobs

Seafarers

View

✅

Note

  • Seafarers/Candidates can view the positions they have applied for and been hired for.

Crew

This includes anything to do with your crew. Below are the pages / features within that section plus who has permission to create, view, edit and/or delete them.

Dashboard

Employers

Clients

View

✅

✅

Notes

  • Employers can see data from vessels with an Active status.

  • Client can see data from vessels with an Active status that are assigned to them.

Seafarers Page

Employers

Manning Agents

Clients

Create

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✅

View

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✅

✅

Notes

  • Employers can only see Seafarers whose profiles they created or who have applied to that Employer’s vacancies.

  • Manning Agents can only see Seafarers whose profiles they created.

  • Clients can only see Seafarers who have applied or been applied to that Client’s vacancies.

Seafarers’ Birthday Tab

Employers

Manning Agents

Clients

View

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✅

✅

Assignments Page

Employers

Manning Agents

Clients

Create

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View

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✅

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Edit

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Delete

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Notes

  • Manning Agents can only see Assignments that Employers have asked them to find crew for.

  • In an Assignment, Manning Agents can only see applicants who have ‘Manning By’ their manning agency.

  • Clients can only see Assignments that are created for vessels that are linked to that Client.

  • Clients can see all applicants.

Assignment Details – Stages

Employers

Manning Agents

Clients

View

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✅

✅

Edit

✅

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Notes

  • All of an Employer’s Users can edit Stages.

  • Manning Agents can only edit stages that have been ‘Assigned To’ them.

  • Clients can only edit stages that have been ‘Assigned To’ them.

Assignment Details – Assigned To

Employers

Manning Agents

Clients

Create

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View

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Edit

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Delete

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Note

  • All of an Employer’s Users can edit Stages.

Assignment Details - Watchers

Employers

Manning Agents

Clients

Create

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✅

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View

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Edit

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Delete

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Note

  • The list of ‘Watchers’ should be unique.

Assignment Details - Notes

Employers

Manning Agents

Clients

Create

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View

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Edit

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Delete

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Note

  • The list of Notes should be unique.

Documents Page

Employers

Manning Agents

Clients

View

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✅

✅

Note

  • Employers can view the Documents page ‘as a Client’.

Operations

This includes anything to do with your crew changes and planning. Below are the pages / features within that section plus who has permission to create, view, edit and/or delete them.

Crew Change Page

Employers

Clients

Create

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View

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Edit

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Delete

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Crew Change Details

Employers

Clients

Port Agents

Seafarers

Create

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✅

View

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✅

✅

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Edit

✅

Delete

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Notes

  • Port Agents can access the crew change details and Seafarer profiles by direct link which can be sent using the ‘Send to Port Agent’ button. The link expires when the crew change is Completed or Canceled.

  • Seafarers can view details of ‘In Progress’ crew changes and an overview of completed crew changes.

  • Seafarers can only approve the Travel Arrangements section.

Crew Change Details – Travel Tab

Employers

Clients

View

✅

✅

Edit

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Note

  • The only ‘edit’ enabled for Employers is the ability to request flights from a Travel Agent.

Planning – Vessels Tab

Employers

Manning Agents

Clients

Create

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View

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✅

✅

Edit

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Delete

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Notes

  • Manning Agents can see vessels if at least one Assignment for that vessel has been shared with them.

  • Manning Agents can see the full Planning overview per vessel, but can only see embarkation details such as names and dates for Seafarers who have their agency set as ‘Manning By’.

  • Clients can only see vessels that are associated with them.

Planning – Seafarers Tab

Employers

Manning Agents

Clients

View

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✅

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Edit

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Delete

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Notes

  • Employers can only see Seafarers whose profiles they have created or who have applied to their vacancies.

  • Manning Agents can only see Seafarers whose profiles they have created.

  • Clients can only see Seafarers who have applied or been applied to their vacancies.

  • When viewing a Seafarer’s embarkation entries, Clients can only see Assignments that are linked with their vessels.

Fleet

This includes anything to do with your vessels. Below are the pages / features within that section plus who has permission to create, view, edit and/or delete them.

Vessels Page

Employers

Clients

Create

✅

View

✅

✅

Edit

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Note

  • Clients can only see vessels that they are associated with.

Vessels – Vessel Details

Employers

Clients

Create

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View

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✅

Edit

✅

Vessels – Vessel Details – Crew Tab

Employers

Clients

View

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✅

Edit

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Vessels – Vessel Details – Onboard Tab

Employers

Clients

View

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✅

Miscellaneous

Other features and functions plus who has permission to create, view, edit and/or delete them.

Invoices – Purchase Invoices

Manning Agents

Martide

Create

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View

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✅

Edit

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Notes

  • The name depends on the type of company. For Manning Agents it is just called ‘Invoices’. For Martide Users it is ‘Purchase Invoices’. This is because Martide purchases services from Manning Agents but for the Manning Agents, it is just an invoice.

  • Workflow: Manning Agents creates an invoice for Martide with a list of hired seafarers - per vessel, per month. Martide receives the invoice and review and edits dates if required.

Invoices – Sales Invoices

Employers

Martide

Create

✅

View

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Edit

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Notes

  • The name depends on the type of company. For Employers it is just called ‘Invoices’. For Martide Users it is ‘Sales Invoices’. This is because Martide sells services to Employers but for Employers, it is just an invoice.

  • Workflow: Martide creates an invoice for an Employer per vessel, per month, based on information provided by the Manning Agent.

Reports – Audit Log

Employers

Martide

View

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✅

Notes

  • Martide Users can see changes system-wide.

  • Employers can only see changes within their company.

Reports – Officer Matrix

Employers

Martide

View

✅

✅

Top Navigation Menu

This includes the icons and functions that are at the very top of the page when you log into Martide, plus who has permission to create, view, edit and/or delete them.

View As Client

Employers

View

✅

Note

  • This lets Employers view Martide as their Client. It is only available on pages that the Client lets them see: Candidates, Dashboard, Seafarers, Assignments, Crew Change, Planning, and Vessels.

My Tasks – Upcoming Tab

Employers

Manning Agents

Clients

Seafarers

View

✅

✅

✅

✅

Note

  • Tasks are created automatically when a User is set as ‘Assigned To’ for a pending Stage of an Assignment or Recruitment.

My Tasks – Completed Tab

Employers

Manning Agents

Clients

Seafarers

View

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✅

✅

✅

Note

  • Tasks are automatically moved to Completed when a User has approved or rejected a Stage of an Assignment or Recruitment that was assigned to them.

My Notifications

Employers

Manning Agents

Clients

Seafarers

View

✅

✅

✅

✅

Edit

✅

✅

✅

✅

Note

  • This is a list of updates in Messages, Assignments or Recruitments that the User has been set as a Watcher to. They can be marked as read.

Messages

Employers

Manning Agents

Seafarers

Create

✅

✅

✅

View

✅

✅

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Note

  • Seafarers cannot create new messages, only reply to messages they have received.

Messages - Broadcasts

Employers

Create

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View

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User Accounts

Employers

Manning Agents

Working Gear Suppliers

Travel Agents

Training Providers

Medical Centers

Create

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✅

✅

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View

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✅

✅

✅

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Edit

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✅

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Delete

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Notes

  • Normal User Accounts have two roles: Owner - should have access to all pages and data within a company, regardless of which User Group settings the account has. Standard - permissions are set in User Group settings.

  • If an account is not a member of any User Groups, it should have no permissions at all.

Settings

This includes everything that falls under the Settings menu. Below are the pages / features within that plus who has permission to create, view, edit and/or delete them.

Company Profile

Employers

Manning Agents

Working Gear Suppliers

Travel Agents

Training Providers

Medical Centers

Create

✅

✅

✅

✅

✅

✅

View

✅

✅

✅

✅

✅

✅

Edit

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Delete

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Company Profile – Page Preview Tab

Employers

Manning Agents

Working Gear Suppliers

Travel Agents

Training Providers

Medical Centers

View

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✅

✅

✅

✅

✅

Clients

Employers

Create

✅

View

✅

Edit

✅

Ranks

Employers

Manning Agents

View

✅

✅

Edit

✅

✅

Manning Agents

Employers

View

✅

Edit

✅

Notes

Employers

Manning Agents

Create

✅

✅

View

✅

✅

Edit

✅

✅

Delete

✅

✅

User Accounts

Employers

Manning Agents

Create

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✅

View

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Edit

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Delete

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✅

User Groups

Employers

Manning Agents

Create

✅

✅

View

✅

✅

Edit

✅

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Delete

✅

✅

Pipelines

Employers

Manning Agents

Create

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✅

View

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✅

Edit

✅

✅

Delete

✅

✅

Note

  • Manning Agents only have Recruitment Pipelines. Employers have both Recruitment and Assignment Pipelines.

Seafarer Pools

Employers

Manning Agents

Create

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✅

View

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Edit

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Delete

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Forms

Employers

Manning Agents

Create

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✅

View

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Edit

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Delete

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Component Documents

Employers

Create

✅

View

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Edit

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Delete

✅

English Tests

Employers

Manning Agents

Create

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✅

View

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✅

Edit

✅

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Delete

✅

✅

Vessel Groups

Employers

Create

✅

View

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Edit

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Delete

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Data Templates

Employers

Manning Agents

Create

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✅

View

✅

✅

Edit

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✅

Delete

✅

✅

Note

  • Manning Agents only have Recruitment Data Templates. Employers have both Recruitment and Assignment Data Templates.

Message Templates

Employers

Create

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View

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Edit

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Delete

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Contract Templates

Employers

Create

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View

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Edit

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Delete

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Document Assembly

Employers

Manning Agents

Create

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✅

View

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Edit

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Delete

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API Credentials

Employers

Manning Agents

View

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✅

Edit

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✅

To see what permissions user who are logged in as a vessel have, please see this page here.

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