1. Logistics ERP
  2. Roles and handoffs
Reference

Who can do what in Logistics ERP

Assign transport preparation, evidence decisions, charge work and warehouse administration to clear owners.

How permissions work

Transport preparation

Dispatcher captures freight orders, stop progress and delivery evidence. Transport Manager maintains customer and fleet records and plans the trip resources.

Operating decisions

Dispatcher approves requested trips for scheduling. Transport Reviewer confirms eligible delivery evidence and performs the charge approval assigned during setup through the supported action path.

Financial preparation

Finance Officer maintains freight and trip charges and posts eligible approved trip charges. Delivery confirmation and charge approval remain distinct decisions.

Administration and inventory

Admin maintains users, staff, item and warehouse records and the warehouse-transfer handoff. Agree this operating scope and access before releasing inventory work.

Assigned identity

A personal trip view resolves the driver through the staff member's platform user. It does not turn every shared planning record into the signed-in person's assignment.

Who can do what

Permissions by role
RoleFreight IntakeFleet and DispatchTrip Execution and EvidenceFreight and Trip ChargesInventory and WarehousesWarehouse Transfers
DispatcherEditEditEditEdit——
Transport ReviewerViewViewViewView——
Transport ManagerEditEditEditEdit——
Finance OfficerViewViewViewEdit——
Admin—EditEdit—EditApprove

Each role in detail

Dispatcher

Captures assigned transport operations work and evidence.

Can

  • Manage delivery evidence, freight orders, trip stops
  • View Parties, People, transport documents, Trips, Vehicles

Starts on: Trip Schedule

Transport Reviewer

Reviews evidence and authorizes eligible domain outcomes.

Can

  • View delivery evidence, freight charges, freight orders, Parties, People, transport documents, trip charges, trip stops, Trips, Vehicles

Starts on: Trip Schedule

Transport Manager

Owns transport operations setup, planning and assigned operational work.

Can

  • Manage delivery evidence, freight orders, Parties, transport documents, trip stops, Trips, Vehicles
  • View freight charges, People, trip charges

Starts on: Trip Schedule

Finance Officer

Prepares authorized financial drafts and reconciles confirmed receipts for this app.

Can

  • Manage freight charges, trip charges
  • View delivery evidence, freight orders, Parties, People, transport documents, trip stops, Trips, Vehicles

Starts on: Trip Schedule

Admin

Maintain user and staff setup, item and warehouse records, and the authorized warehouse-transfer handoff.

Can

  • Manage Users, People, inventory items, Warehouses, stock transfers
  • View stock movements

Reviews and approves

  • Approve stock transfers

Set up Logistics ERP your way.

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

How to get started