User Permissions List
This Article Details Each Available User Permission
Accounting Notes – Enables a pop-up window displaying an Accounting note when the User enters a load profile if an Accounting Note is present in a Load profile
All Audit Records - Displays all Loads on the Accounting > Audit page, regardless of the Userassigned to the Load. When this permission is inactive, the User must have the Admin or Accounting permission applied to view all available Loads within the Accounting > Audit page.
Broker – Agent
- Access to individual Load, Customer, Prospect profiles.
- Access to account Carrier profiles.
- No access to reports and Invoicing pages.
- Customer Search returns all Customer names but only provides access to Customer profiles associated with the user.
Broker - Agent - SR View
- Access to individual Load, Customer, Prospect profiles.
- Access to account Carrier profiles.
- No access to Reports and Invoicing pages.
- Customer Search returns all Customer names but only provides access to Customer profiles associated with the User.
- Sales Rep Names are displayed in Customer Search results page
Broker – Team Only
- Access to your Team’s Load, Customer, Prospect profiles.
- Access to account Carrier profiles.
- No access to Reports and Invoicing pages.
- Customer Search returns all account Customer names but only provides access to Customer profiles associated with the Team.
Broker Agent - Restricted View
- Access to individual Load, Customer, Prospect profiles.
- Access to company wide Carrier profiles.
- No access to Reports and Invoicing pages.
- Customer Search returns only Customer records assigned to the User
Broker Team Only - Restricted View
- Access to Team’s Load, Customer, Prospect profiles.
- Access to company wide Carrier profiles.
- No access to Reports and Invoicing pages.
- Customer Search returns only customer records assigned to the Team
Carrier / Customer Status Edit – Allows User ability to change the status of a Customer and/or Carrier profile
Carrier Approval Manager – Provides ability to approve Carriers on a specific Load by selecting a "Carrier Approval Required" checkbox, allowing the User with the "Carrier Approval Required" User Group to e-mail a Rate Confirmation and/or Dispatch Sheet in the Load
Carrier Approval Required – Restricts ability to e-mail a Carrier Rate Confirmation or Dispatch Sheet until a User with the "Carrier Approval Manager" User Group
clicks the “Carrier Approval Required” checkbox within the Load
Carrier Edit - Allows all Carrier profile cards to be edited within a Carrier profile
Carrier Monitoring Override - Grants User ability to click “Skip Background Sync” and “Do Not Monitor (Permanent)” in a Carrier profile to stop the monitoring from a Carrier Onboarding/Monitoring integration.
Carrier Payee Edit – Allows User to edit the Carrier Payee card within the Accounting Details section of a Carrier profile
Carrier Review Manager – Allows a User to change the Status of a Carrier profile if the Carrier profile status is in "Carrier Needs Review"
Collection Note Delete - No functionality. To be removed in 2026.
Company Dashboard – Grants user access to the Company Dashboard page within the Menu
Copy Load – Displays the “Copy Load” button to allow a User to create a Load copy
Credit Limit – (Included in Admin User Group by default) Grants users access to change Customer Credit Limit within a Customer profile
CRM Only – Limits User access to CRM functions. Provides access to the following main menu pages: CRM Dashboard / Prospects / Customers / Quotes / Rating & Capacity. Provides ability to create new Prospects and Customers.
CRM Prospects - Displays Prospect page under the Sales section in main menu
Customer Discount Terms – (included in Admin and Sys Admin User Groups by default) Grants User access to Customer Discount Terms within a Customer profile
Customer Info Edit - Allows User to edit the Customer Info card within the Details section of a Customer profile to edit the basic display information of the Customer profile
Customer Invoice Docs – (included in Admin and Sys Admin User Groups by default) Grants User access to edit Customer Invoice Doc Types within a Customer profile
Dashboard Leaderboard – Displays Leaderboard stats from Dashboard pages.
Dashboards – Displays Dashboards page from the main menu
Dispatch – Carrier Only
- Restricts access to Customer profiles
- Hides Customer Rate information within Load profiles and Load search results
- Grants User access to all Carrier profiles and information within a Load.
- No access to Reports and Invoicing pages.
Division Leader – Grants User access to download results from the Load Search page
Document Management – Displays Doc Managment page under the Accounting section in main menu. Allows User access to the Doc Management page from the notification pane
Document Type Customer Tender and Rate – Displays the Customer Tender and the Customer Rate Confirmation documents within the Documents section of a Load profile if documents are uploaded
Document Delete – Displays the trashcan icon within the Documents section of a Load profile to allow the deletion of a Document
Factoring Company – Displays the Factoring Companies menu item
Grid KPI Access - Displays KPI metrics within the New My Loads page
Include in Invoice Edit - (included in Admin and Accounting User Groups by default) Grants users the ability to adjust the (Include in Invoice) checkbox displayed within a Load profile and the Document Management page
Load PO Not Required – (included in Admin and Accounting User Groups by default) - Grants users access to bypass the PO/BOL/REF# requirement if set within a Customer profile
Lock Load Status / Accounting After Invoiced – Prevents user from editing a Load status and Accounting card with a Load profile when Load is in Invoiced status or later
LTL Dispatch – Displays the Grocery Cart icon within the LTL Portal to allow a User to submit a Dispatch/Pick Up request via a connected LTL integration. Only applies when subscribed to the LTL package add-on.
LTL Portal – Displays the LTL page in main menu. Only applies when subscribed to the LTL package add-on.
New Carrier – Displays the New Carrier button. Allows User ability to add new Carrier profiles
New Customer – Displays the New Customer button. Allows User ability to add new Customer profiles
New Load – Displays the New Load button. Allows User ability to create a new Load profiles
New Load Override – (included in Admin and Accounting User Groups by default) Grants User access to bypass a warning stop message and continue building a Load in the Load Builder when the Customer has invoices aged over the set limit within Customer profile
QB Admin – Displays the edit icon to allow a User to manually enter Quickbooks Sync ID’s in Customer and Carrier profiles
Reports – Displays the Reports page
Role Edit – Displays the Roles card within the Settings page
Sales Rep Admin - Grants User access to run Reports for other Users
Sales Rep Card Edit – Displays the edit icon to allow User ability to edit the Sales Rep card in a Customer profile and Load profile
Sales Rep Edit After Invoiced – Displays the edit icon to allow User ability to edit the Sales Rep card on a Load after the Load status has progressed to Invoiced and any status after Invoiced
Search Results Download – Displays the Download icon to download a .csv file of the search results within the My Loads page and Load Search page.
User Edit – Grants User access to the User card within the Settings page to manage User access
Voiding Loads – Allows User ability to change a Load to Voided status