Settings >> User Roles: Optional Permissions and Access Restrictions
Use this article to set up User Roles and understand the optional permissions and access restrictions available under Settings >> User Roles. These settings control what each role can see, edit, unlock, or access in Load Manager.
Open User Roles
- Go to Settings.
- Click User Roles.
- 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.
- Select the role you want to change.
- Check a permission to turn it on for that role.
- Uncheck a permission to turn it off for that role.
- Your changes save automatically.
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 other permissions listed below.
- If a load status is unchecked, users in that role see loads in that status as view-only and Load Manager displays View only, Edit not allowed.
Permission Reference
Carrier Permissions
| ID | Category | What it does |
|---|---|---|
| 1000 | Carrier Edit | Allows the role to add new carrier records. |
| 1005 | Carrier Edit | Allows the role to change an inactive carrier to active. This can override the onboarding workflow when the company uses the setting that keeps carriers inactive until onboarding is complete. |
| 1010 | Carrier Record Lock | Allows the role to unlock a locked carrier record. |
| 1020 | Carrier Settings | Allows the role to verify carrier onboarding documents. |
| 1021 | Carrier Settings | Allows the role to remove the Verified By check from carrier onboarding documents. |
| 1022 | Carrier Settings | Hides the ACH tab on the Carrier Information page for the role. |
Customer Permissions
| ID | Category | What it does |
|---|---|---|
| 2000 | Customer Finance | Allows the role to set a customer status to active and set payer status to true. |
| 2010 | Customer Record Lock | Allows the role to unlock a locked customer record. |
Driver and Equipment Permissions
| ID | Area | Category | What it does |
|---|---|---|---|
| 3000 | Driver | Edit | Allows the role to edit driver records. |
| 3010 | Driver | Record Lock | Allows the role to unlock a locked driver record. |
| 4000 | Equipment | Record Lock | Allows the role to unlock a locked equipment record. |
Load Permissions
| ID | Category | What it does |
|---|---|---|
| 5000 | Load Edit | Allows the role to edit existing loads. |
| 5001 | Load Edit | Restricts the role to loads where the current user is assigned as the Sales Rep or Dispatcher. |
| 5002 | Load Edit | Only shows the current user in the Sales Rep drop-down list. |
| 5003 | Load Edit | Only shows the current user in the Dispatcher drop-down list. |
| 5004 | Load Edit | Allows the role to edit only user-defined fields on a load. |
| 5005 | Load Edit | When a load is in view-only mode because it reached the lock status, allows the role to edit the load except for date fields. |
| 5006 | Load Edit | When a load is in view-only mode, allows the role to edit Order Date, Invoice Date, Pickup Date, and Delivery Date. |
| 5007 | Load Finance | Hides customer pricing and load profit on the Load screen. The role also does not have report access from this permission. |
| 5008 | Load Finance | Hides the load totals box that includes customer totals, carrier totals, miles charges, direct costs, and profit. |
| 5009 | Load Edit | Prevents the role from editing customer rates or carrier/driver rates on a load. |
| 5010 | Load Edit | Allows the role to edit a load after the load has reached the lock load status. |
| 5011 | Load Record Lock | Allows the role to unlock a locked load. |
| 5012 | Load Edit | Allows the role to change the load status even when the load is in view-only mode. |
| 5013 | Load Edit | Requires the load status permission under Settings >> User Roles >> Load Status before the role can edit a load. |
| 5014 | Load Finance | Hides carrier pricing and load profit on the Load screen. The role also does not have report access from this permission. |
| 5015 | Load Edit | When a load is in view-only mode, allows the role to edit the Customer Paid and Carrier Paid checkboxes. |
| 5016 | Load Edit | When a load is in view-only mode, allows the role to edit the Invoice Date. |
| 5017 | Load Edit | Allows the role to set a maximum carrier rate for carrier flat rate, miles rate, and accessorial rate so other users cannot increase those amounts. |
| 5018 | Load Edit | Prevents the role from editing the Load Status. |
| 5020 | Load Edit | Allows the role to view loads and customers from all offices. If unchecked, the role is limited to loads and customers assigned to the user's office. |
| 5021 | Load Finance | Allows the role to change Carrier Paid and Customer Paid checkmarks on the Load screen. |
| 5023 | Load Edit | When a load is in view-only mode, allows the role to edit load notepad fields, including public notes, internal dispatch notes, rate confirmation notes, invoice comments, dispatch notes, and internal notes. |
| 5030 | Load Accounting | Allows the role to access QuickBooks Export. |
| 5031 | Load Accounting | Allows the role to access Accounting. |
| 5032 | Load Finance | Prevents the role from booking a customer that has exceeded its credit limit. |
| 5040 | Load Edit | Allows the role to access logs. |
| 5050 | Load Edit | Shows the office filter on All Loads and My Loads. |
| 5060 | Load Edit | Shows the Delete option for loads. Load deletions are logged. |
| 5070 | Load Edit | Allows the role to access the All Loads screen. |
| 5080 | Load Settings | Hides the View/Email Rate Confirmation option on the Load screen. |
| 5081 | Load Edit | Hides the Bill To information on loads. |
| 5090 | Load Settings | Allows the role to change a load status beyond POD even when no carrier invoice is entered, if the company setting requiring carrier invoices is turned on. |
Report Permissions
| ID | Category | What it does |
|---|---|---|
| 6000 | Reports | Allows the role to open and run reports from the Reports menu. |
| 6010 | Reports | Limits the Sales Report to the current user as the Sales Rep, so the user only sees their own loads in that report. |
| 6020 | Reports | Allows the role to use Export Data. The role also needs access to the Reports menu. |
Settings and User Permissions
| ID | Area | Category | What it does |
|---|---|---|---|
| 7000 | Settings | Settings | Allows the role to access the Settings menu and the User menu. |
| 7010 | Settings | Settings | Allows the role to make changes in the Load Status option under Settings. |
| 7020 | Settings | Customer | Allows the role to access the Customer tab. |
| 8000 | User | Record Lock | Allows the role to unlock a locked user on the user edit screen. |
| 8001 | User | Settings | Allows the role to send emails from other active user email addresses. |
| 8020 | Settings | User | Allows the role to access the User tab. |
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