Admin
Maintains organizations, members and operating access.
Can
- Manage Organizations, team members, Users, exchange rates
- View Loads, operation receipts
Give each operating decision a named owner.
| Role | Load planning | Fleet and assignments | Produce pickup | Loading custody | Dispatch and delivery | Review and evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | — | View | Edit | View | Edit |
| Dispatcher | Edit | Edit | View | — | Edit | — |
| Pickup Coordinator | View | — | Edit | Edit | View | Edit |
| Review Manager | View | — | Approve | Approve | View | Edit |
| Fleet Coordinator | View | Edit | — | — | View | — |
| Warehouse Lead | View | — | View | Edit | View | — |
| Operations Analyst | View | View | Edit | View | Edit | Edit |
Maintains organizations, members and operating access.
Plans loads and stops, assigns resources and records movement.
Starts on: Load Stops by Sequence
Records farm collection observations and submits checks for review.
Starts on: Evidence Attachments
Makes independent decisions on submitted pickup checks and exceptions.
Starts on: Loading Handoffs Default List
Maintains driver and vehicle readiness before assignment.
Starts on: Load Assignments Default List
Records and reviews custody transfer to a driver.
Starts on: Load Stops by Sequence
Investigates failed receipts and delivery performance.
Starts on: Loads Default List
Start free, then use Proto to change fields, steps and approvals before your team goes live.