Agree who prepares transport work, decides dock capacity and verifies the receiving evidence.
| Role | Load planning | Plant dock appointments | Dispatch and tracking | Delivery evidence | Fleet readiness | Freight and reconciliation |
|---|---|---|---|---|---|---|
| Transport Planner | Approve | Edit | Edit | Edit | — | Edit |
| Dispatcher | Edit | Edit | Edit | Edit | View | View |
| Dock Reviewer | Edit | Approve | — | — | — | Edit |
| Delivery Coordinator | View | View | View | Edit | — | Edit |
| Fleet Coordinator | View | View | Edit | — | Edit | Edit |
| Freight Analyst | View | Edit | View | View | View | Approve |
| Admin | Edit | Edit | — | — | — | View |
Owns load preparation and the planning decision.
Starts on: Loads Awaiting Approval
Coordinates assignments, dock submissions and transport milestones.
Starts on: Loads Awaiting Approval
Independently decides submitted dock reservations against their capacity evidence.
Starts on: Dock approval inbox
Captures and verifies delivery evidence against the load and its stop.
Starts on: Tracking event review
Maintains driver eligibility and vehicle service readiness.
Starts on: Assignment roster
Reviews freight charges and reconciles operational results.
Starts on: Delivery verification
Configures access and organization reference data with the operating owners.
Start free, then use Proto to change fields, steps and approvals before your team goes live.