User Permissions

Available User Permissions

Utilizing User Permission sets will allow you to control what a certain user seat can view or edit.

Please see standard permission sets below:

• Agent

  • Access to individual Prospects and Load profiles only.
  • Access to entire company Customer list names
    • Can edit individual Customer profiles only assigned to User
    • Cannot view/edit other User Customer profiles
  • Access to entire company Carrier list
  • Access to Audit & Document Management pages within Accounting menu
  • No Access to Invoicing page within Accounting menu
  • No visual access to other User's activity/metrics
  • No Reports access

• Team Only (A Team Must First Be Created)

  • Access to Team's Prospects and Load profiles only.
  • Access to entire company Customer list names
    • Can view / edit Customer profiles of any User within the Team
    • Cannot view / edit other Team's Customer profiles
  • Access to entire company Carrier list
  • Access to Audit & Document Management pages within Accounting menu
  • No Access to Invoicing page within Accounting menu
  • No visual access to other User's activity / metrics
  • No Reports access

• Broker

  • Includes Sales Rep Dashboard
  • Access to account wide Prospects, Customers, Carriers, Load profiles.
  • Access to Audit & Document Management pages within Accounting menu
  • No Access to Invoicing page within Accounting menu
  • No Access to Customer Credit Limit
  • Cannot change Carrier or Customer rates when Load status is changed to Invoiced

• Accounting

  • All access listed above
  • Includes Company Dashboard view instead of Sales Rep Dashboard
  • Access to Invoicing page within Accounting menu
  • Access to Factoring Company Address Book
  • No Access to Customer Credit Limit
  • Optional: Access to Carrier Onboarding “New Factoring Company Request” e-mail distribution list

• Admin

  • All access listed above
  • Company Dashboard view
  • Edit Customer Credit Limit
  • Access to Integrations page
  • Access to Settings & Documents page
  • Access to Data Upload page
  • Optional: Access to Carrier Onboarding “New Factoring Company Request” e-mail distribution list

Optional User Permissions

(Can be added to any of the permission sets above)

• Credit Limit - Allows user to Adjust Customer Credit Limit
• Hide Leaderboard - Hides Company wide leaderboard metrics of other users
• Lock After Invoiced - Locks all Load status changes and Accounting functions within a Load after creating a Customer Invoice
• Lock Carrier / Customer Status - Prevents a user from changing the status of a Customer and/or Carrier profile
  • Status examples include: Active / Inactive / Do Not Use
• No Reports - Removes Access to Reports Page
• Dispatch - Carrier Only - Hides the Customer info and Customer Rate information within a Load profile and Load Search results.
  • Prevents the creation of a new Customer profile
  • Designated for a User whose primary role is assigning Carriers to Load profiles