Manage User Roles and Permissions

Before You Use This Article

• Access needed: Administrator access or permission to manage users, roles, or user settings.
• Use this article when: you are an admin or authorized office user adding, reviewing, or updating Load Manager users, roles, permissions, office visibility, email settings, load board credentials, or user-specific options.
• Use a different article when: you only need driver/mobile dispatch access; use Driver Web App with Mobile Dispatch. If you are choosing the full setup order for your company, start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

Use Settings >> User Roles to control what each role can see, edit, unlock, or access in Load Manager. Role permissions are useful when different teams need different access to loads, customers, carriers, reports, accounting, settings, or user management.

Before you start: Administrator access or permission to manage users, roles, or user settings.

Open User Roles

1. Go to Settings.
2. Click User Roles.
3. Select the role you want to review or update.

Update Role Permissions

The Permissions tab controls menu access, record access, finance visibility, editing rights, and other optional restrictions for the selected role.

Some permissions give access to a screen or action, while others narrow what users can see or change after they already have access. Review the permission description carefully before turning it on for a role.

1. Select the role you want to change.
2. Check a permission to turn it on for that role.
3. Uncheck a permission to turn it off for that role.
4. Watch for the SAVED message after a change is made.

Update Load Status Editing Rights

The Load Status tab controls which load statuses users in the selected role can edit.

• If a load status is checked, users in that role can edit loads in that status, subject to the role's other permissions.
• If a load status is unchecked, users in that role can see loads in that status but cannot edit them.

Before Changing Role Permissions

• Review the role's current access before changing multiple permissions at once.
• Test major changes with a user assigned to that role before relying on the new access rules for the whole team.
• Remember that some permissions work together. For example, report access and export access may both be needed for a user to export report data.
• When a permission is written as a restriction, checking the permission turns that restriction on for the role.
• Office-based restrictions depend on the user's assigned office and the offices assigned to customer records.

Permission Reference

The available permissions may vary based on your company's Load Manager setup. The reference below follows the same group order used on the User Roles permission screen. If your screen uses slightly different wording, use the wording on your live User Roles screen as the source of truth.

Related Articles

• Add and Manage Users in Load Manager
• Office Overview
• Prevent Users from Editing Loads with a Specific Load Status
• Linked Profiles for Restricted Visibility
• Use the Reports Dashboard