Put opportunity preparation, business review and configuration in the right hands.
The Relationship Owner prepares assigned commercial records, activities and supporting files.
The Sales Manager reads the case and records business decisions through guarded review actions.
The App Administrator maintains organizations, team membership and account records.
The Auditor inspects the opportunity, review and operation evidence without editing it.
| Role | Shipper Accounts | Opportunity Pipeline | Lane Qualification | Relationship Activity | Review Decisions | Operation Evidence |
|---|---|---|---|---|---|---|
| Relationship Owner | View | Edit | Edit | Edit | View | Edit |
| Sales Manager | View | View | View | View | View | View |
| App Administrator | Edit | Edit | Edit | Edit | Edit | Edit |
| Auditor | View | View | View | View | View | View |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
Prepare assigned opportunity, lane, activity, and attachment records; guarded workflows own protected transitions.
Starts on: Qualified Pipeline
Read authorized logistics evidence and use guarded review actions without direct record editing.
Starts on: Lane Review Inbox
Maintain organizations, membership, and account configuration without business approval authority.
Starts on: Active Shipper Accounts
Read authorized evidence and reports only.
Starts on: Outcome History
Oversee app access and configuration across the operating organization.
Start free, then use Proto to change fields, steps and approvals before your team goes live.