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ICL Cotizaciones has a role-based permission system with six distinct roles. Each role has specific capabilities designed to match job responsibilities within your freight quotation workflow.

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Role Overview

The application has two main permission levels:
  • Administrative roles (Director, Gerente, Administración) have full access to all features
  • Operational roles (Comercial, Operaciones, CSV) have restricted access limited to their own data

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The Six Roles

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DIRECTOR

Full system access with all privileges
View and edit all quotations across all sales representatives
Manage master data (clients, locations, pricing, users)
Access global dashboards and analytics
Create and assign users
Configure commercial agreements
Export and generate reports
Directors have complete visibility into company operations and can override any restriction. Use this role for C-level executives and system administrators.

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GERENTE

Management-level access for supervisors
View and edit all quotations across the company
Manage master data and configurations
Access global analytics and dashboards
Create and modify commercial agreements
Export data and reports
Cannot create or manage user accounts
Managers oversee quotation operations and can review work from all sales representatives. This role is ideal for operations managers and department heads.

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ADMINISTRACION

Administrative access for back-office operations
View all quotations across sales representatives
Manage master data (clients, pricing tables, locations)
Configure commercial agreements
Access analytics dashboards
Process and close quotations
Administration users support the commercial team with data management and quotation processing, but typically don’t create new quotations themselves.

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COMERCIAL

Sales representative role with restricted access
Create and edit their own quotations only
View client catalogs and pricing information
Access their personal performance dashboard
Duplicate their own quotations
Cannot view other representatives’ quotations
Cannot modify master data or configurations
Cannot access global analytics
Comercial users are automatically assigned as the owner when creating quotations. They can only access and modify quotations where they are listed as the sales representative.

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OPERACIONES

Operations role with quotation viewing access
View their assigned quotations
Access read-only catalogs
Update quotation status
View their performance metrics
Restricted to their own data
Cannot modify master data
Operations users support the fulfillment process and track quotation status through completion.

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CSV

Customer service role with limited access
View assigned quotations
Access client information
View pricing and routing data
Restricted data access
Cannot modify configurations
CSV (Customer Service) users assist clients with quotation inquiries and status updates.

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Permission Matrix

FeatureDirectorGerenteAdministraciónComercialOperacionesCSV
Quotations
View all quotations✓✓✓✗✗✗
View own quotations✓✓✓✓✓✓
Create quotations✓✓✓✓✓✗
Edit all quotations✓✓✓✗✗✗
Edit own quotations✓✓✓✓✓✗
Delete quotations✓✓✓✓✓✗
Assign to other users✓✓✓✗✗✗
Master Data
Manage clients✓✓✓✗✗✗
Manage locations✓✓✓✗✗✗
Manage pricing tables✓✓✓✗✗✗
Manage users✓✗✗✗✗✗
View catalogs✓✓✓✓✓✓
Commercial Agreements
Create/edit agreements✓✓✓✗✗✗
View agreements✓✓✓✓✓✓
Analytics
Global dashboards✓✓✓✗✗✗
Personal dashboard✓✓✓✓✓✓
Sales by representative✓✓✓✗✗✗
Client analytics✓✓✓✗✗✗

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Role-Based Workflow Considerations

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When Creating Quotations

Administrative roles can select any sales representative in the “Comercial” field. The selected representative will become the quotation owner. Operational roles are automatically set as the owner of any quotation they create. The “Comercial” field is pre-filled and cannot be changed.

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Client Assignment

Clients can be assigned to a sales representative via the user_id field. When a Comercial user logs in:
  • They only see clients assigned to them
  • They can only create quotations for their assigned clients
  • They cannot view or modify quotations from other representatives
Administrative users see all clients regardless of assignment.

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Data Filtering

The application automatically applies data filtering based on role: 
GET /api/cotizaciones
→ WHERE vendedor_id = current_user.id
→ Only returns user's own quotations

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Best Practices

Assign roles based on job function, not seniority. A senior sales representative should have the Comercial role, not Director, to maintain proper data segregation.
Director role should be limited. Only assign Director to users who need to manage user accounts. For most management tasks, Gerente is sufficient.
Sales representatives work independently. The Comercial role ensures each representative only sees their own pipeline, maintaining confidentiality between team members.

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Checking Your Role

To verify your current role:
1

Check the sidebar menu

If you see a “Maestros” (Masters) section with options like Clientes, Usuarios, Pricing, you have an administrative role.
2

Try creating a quotation

Open a new quotation form. If the “Comercial” field is editable, you have an administrative role. If it’s pre-filled with your name, you have an operational role.
3

Navigate to dashboards

Go to Dashboard → General. If you can access “Por Vendedor” (By Sales Rep) views, you have an administrative role.
Your role is set by a system administrator when your account is created. If you need different permissions, contact your Director or system administrator.

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