1. Logistics/TMS for Agriculture and Produce
  2. Roles
Reference

Who can do what in Logistics/TMS for Agriculture and Produce

Give each operating decision a named owner.

Who can do what

Permissions by role
RoleLoad planningFleet and assignmentsProduce pickupLoading custodyDispatch and deliveryReview and evidence
AdminEdit—ViewEditViewEdit
DispatcherEditEditView—Edit—
Pickup CoordinatorView—EditEditViewEdit
Review ManagerView—ApproveApproveViewEdit
Fleet CoordinatorViewEdit——View—
Warehouse LeadView—ViewEditView—
Operations AnalystViewViewEditViewEditEdit

Each role in detail

Admin

Maintains organizations, members and operating access.

Can

  • Manage Organizations, team members, Users, exchange rates
  • View Loads, operation receipts

Dispatcher

Plans loads and stops, assigns resources and records movement.

Can

  • Manage Loads, load stops, load assignments
  • View Drivers, Vehicles, transport partners, produce pickup checks

Starts on: Load Stops by Sequence

Pickup Coordinator

Records farm collection observations and submits checks for review.

Can

  • Manage produce pickup checks, record attachments
  • View Loads, load stops

Starts on: Evidence Attachments

Review Manager

Makes independent decisions on submitted pickup checks and exceptions.

Can

  • Manage review decisions
  • View Loads, record attachments, operation receipts

Reviews and approves

  • Approve produce pickup checks, loading handoffs

Starts on: Loading Handoffs Default List

Fleet Coordinator

Maintains driver and vehicle readiness before assignment.

Can

  • Manage Drivers, Vehicles, vehicle defects
  • View load assignments, Loads

Starts on: Load Assignments Default List

Warehouse Lead

Records and reviews custody transfer to a driver.

Can

  • Manage loading handoffs
  • View Loads, load stops, produce pickup checks

Starts on: Load Stops by Sequence

Operations Analyst

Investigates failed receipts and delivery performance.

Can

  • Manage operation receipts
  • View Loads, review decisions, record attachments, load assignments

Starts on: Loads Default List

Set up Logistics/TMS for Agriculture and Produce your way.

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

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