1. Courier & Parcel Management
  2. Roles and access
Reference

Who can do what in Courier & Parcel Management

Separate dispatch preparation, independent scan decisions and maintenance of operating records.

How permissions work

Assigned dispatch work

Dispatcher prepares loads, parcel scans and attachments, then performs eligible reviewed actions. Resolve the person's team membership before showing assigned work.

Independent review

Transport Supervisor decides submitted scan revisions through the authorized review procedure. Keep the preparer separate from the reviewer and check the current revision when recording a decision.

Organization and rosters

App Administrator maintains organizations, team membership, transport partners, drivers and vehicles. Use stable codes and references when updating these records.

Supporting operations

Admin maintains stop plans, assignment intervals and vehicle defect evidence within authorized scope. Coordinate changes with the load owner and preserve the evidence behind an existing commitment.

Audit access

Auditor reads authorized operating evidence and reports. Seeing a scan, decision or unresolved operation does not grant authority to change its outcome.

Who can do what

Permissions by role
RoleLoad planningDriver and vehicle assignmentsParcel milestonesIndependent scan reviewDelivery evidenceExceptions and reconciliation
DispatcherEdit—EditEditEditEdit
Transport SupervisorViewViewViewViewViewView
App AdministratorEditEdit—Edit——
AuditorViewViewViewViewViewView
AdminEditEditViewViewEditEdit

Each role in detail

Dispatcher

Prepare assigned operational records and execute eligible reviewed actions.

Can

  • Manage Loads, parcel scans, record attachments
  • View load stops, operation receipts, review decisions, transport partners

Starts on: Load planning queue

Transport Supervisor

Review eligible revisions independently and reconcile operational evidence.

Can

  • View Drivers, load assignments, load stops, Loads, operation receipts, Organizations, parcel scans, record attachments, review decisions, team members, transport partners, vehicle defects, Vehicles

Starts on: Scan review inbox

App Administrator

Maintain organization configuration and membership.

Can

  • Manage Drivers, Organizations, team members, transport partners, Vehicles

Starts on: Driver eligibility

Auditor

Read authorized evidence and reports.

Can

  • View Drivers, load assignments, load stops, Loads, operation receipts, Organizations, parcel scans, record attachments, review decisions, team members, transport partners, vehicle defects, Vehicles

Starts on: Scan review inbox

Admin

Maintain stop plans, assignment windows and vehicle defect evidence for authorized courier operations.

Can

  • Manage load stops, load assignments, vehicle defects
  • View Drivers, Vehicles, Loads, Organizations, team members, transport partners, parcel scans, operation receipts, review decisions, record attachments, exchange rates

Set up Courier & Parcel Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started