Separate planning, charging, fleet upkeep and review decisions while preserving the operating scope of each load.
| Role | Load Planning | Driver and Vehicle Assignment | Charging Evidence | Fleet Readiness | Dispatch and Delivery | Activity and Financial Evidence |
|---|---|---|---|---|---|---|
| Fleet Planner | Edit | View | View | View | Edit | View |
| Dispatcher | View | Edit | View | View | Edit | Edit |
| Charging Coordinator | View | View | Edit | View | View | Edit |
| Fleet Technician | View | Edit | View | Edit | View | — |
| Operations Reviewer | Approve | Approve | Approve | Approve | Approve | Approve |
| Finance Officer | View | — | View | — | View | Edit |
| Admin | Edit | Edit | Edit | Edit | — | — |
Prepares load scope, stop requirements and standard lanes for operational review.
Starts on: Active Loads
Coordinates driver and vehicle assignments, dispatch events and captured delivery proof within authorized load scope.
Starts on: Active Loads
Maintains charging-session details, energy purchase records and supporting load attachments for review.
Starts on: Charging Review Inbox
Maintains vehicle readiness, inspection results, defects and preventive service plans.
Starts on: Assignment Schedule
Reviews current load and charging evidence, authorizes eligible outcomes and investigates operation exceptions.
Starts on: Charging Review Inbox
Maintains freight charge records and checks their supporting delivery and operational evidence.
Starts on: Freight Charge Review
Maintains organizations, authenticated team membership and external driver or partner identity setup without business approval authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.