Agent User Permission Options

All users with an Agent permission set will include the following visibility:

  • Access to their Load/Customer/Prospect profiles
  • Access to entire company Carrier list
  • Access to Audit and Document Management Accounting functions (No access to Invoicing page)
  • Ability to view only their Dashboard / metrics
  • No Access to Reports

There is a slight difference between the "Broker - Agent" and "Broker - Agent Restricted View" permission sets:


  • Broker Agent - A customer/prospect search will return the names of all customers within the account. The Agent will only be able to see the information and access / build a load for their specific customers.

  • Broker Agent - Restricted View - A customer/prospect search will return only that agent's customers in the account. They will have no visibility to the other customer profiles within the account.

***NOTE: The concepts listed above also apply to the "Broker Team Only" and "Broker Team Only - Restricted View," permissions but at the Team level versus the specific User level.


If you would like your User Permissions adjusted or have any further questions, contact our Support Team at support@ezloadertms.com

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