1. Driver Safety & Training
  2. Roles and Access
Reference

Who can do what in Driver Safety & Training

Separate preparation, independent coaching review and administrative maintenance.

How permissions work

Operational preparation

Dispatcher prepares assigned loads, coaching sessions and supporting attachments, and executes eligible reviewed actions.

Independent review

Transport Supervisor reviews eligible revisions independently and reconciles authorized operational evidence. The reviewer needs the exact coaching subject and supporting material before deciding.

Evidence inspection

Auditor reads authorized records and reports. Keep that responsibility separate from changing a session outcome or executing an action.

Configuration and access

App Administrator maintains organizations, membership, partners and driver and vehicle reference records. Admin handles user provisioning. Neither administrative responsibility substitutes for the supervisor's business decision.

Who can do what

Permissions by role
RoleCoaching and AssessmentDrivers and EligibilityAssignment ReadinessLoad Context and DeliveryEvidence and DecisionsCompletion and Follow-up
DispatcherEdit——EditEditView
Auditor——————
Transport Supervisor——————
App AdministratorEditEditEditEditEdit—
AdminView——ViewView—

Each role in detail

Dispatcher

Prepare assigned operational records and execute eligible reviewed actions.

Can

  • Manage coaching sessions, Loads, record attachments
  • View load stops, operation receipts, review decisions, transport partners

Starts on: Coaching Review Queue

Auditor

Read authorized evidence and reports.

Can

  • Access assigned records

Starts on: Coaching Review Queue

Transport Supervisor

Review eligible revisions independently and reconcile operational evidence.

Can

  • Access assigned records

Starts on: Coaching Review Queue

App Administrator

Maintain organization configuration and membership.

Can

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

Starts on: Active Drivers

Admin

Maintain user provisioning and inspect organization membership without business review authority.

Can

  • Manage Users
  • View Organizations, team members

Set up Driver Safety & Training your way.

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

How to get started