Customs — Domain Roles & Capabilities

Seeded Customs roles, their capabilities, and staff assignment.

Seeded Roles

Opening the Customs Roles screen against an empty store seeds 4 role templates — from the Customs Manager down to the Logistics Coordinator.

Role	Description	Approver
Customs Manager	Full authority across Customs & Global Trade — approves declarations and audits, owns the whole operation	Yes
Customs Declarant / Broker Liaison	Prepares and submits export/import declarations, manages HS codes, brokers and certificates
Compliance Officer	Reviews trade compliance and sanctions screening, approves declarations and audit findings	Yes
Logistics Coordinator	Coordinates freight rates, carriers/forwarders and global shipment tracking

Role → Capability Matrix

Capability	Manager	Declarant	Compliance Officer	Logistics Coordinator
Manage HS codes	✓	✓
Manage customs brokers	✓	✓
Review trade compliance	✓		✓
Submit declarations	✓	✓
Approve declarations	✓		✓
Track clearance	✓	✓
Manage certificates	✓	✓
Benchmark freight rates	✓			✓
Track shipments	✓			✓
Manage carriers	✓			✓
View landed cost	✓	✓	✓	✓
Manage duty & tariff ledger	✓	✓
Approve audit findings	✓		✓
Review AI doc matches	✓	✓	✓

Assigning roles to staff

Roles are assigned on the Customs & Trade Team governance screen. A person may carry a Customs role alongside roles in other add-ons via multi-hat assignment.

Declarant vs Compliance Officer

The Customs Declarant / Broker Liaison prepares and submits declarations; the Compliance Officer reviews and approves them, including sanctions screening — the two roles are a deliberate maker/checker split.

Frequently Asked Questions

Are the seeded roles editable?

Yes — they are templates. A Customs role builder sees only Customs and shared platform capabilities.

Which roles are approvers?

Customs Manager and Compliance Officer hold approver capabilities (declaration approval and audit findings).

Can a Declarant approve their own declaration?

No — declaration approval needs the Compliance Officer's or Customs Manager's approver capability, kept separate from the preparer for control purposes.

Who assigns Customs roles?

Tenant admins and staff-managers, from the Customs & Trade Team screen under Administration & Access.