Agree who prepares loads, decides scope, maintains fleet records and approves driver statements.
| Role | Load planning | Dispatch assignments | Delivery execution | Fleet upkeep | Freight charges | Driver settlements | Review and evidence |
|---|---|---|---|---|---|---|---|
| Dispatcher | Edit | Edit | Edit | View | Edit | Edit | Edit |
| Transport Manager | Approve | View | View | View | View | Edit | Edit |
| Delivery Coordinator | Edit | Edit | Edit | — | Edit | Edit | Edit |
| Fleet Manager | View | Edit | — | Edit | — | View | View |
| Settlement Clerk | Edit | View | Edit | View | Edit | Edit | Edit |
| Settlement Approver | View | — | View | — | View | Approve | Edit |
| Admin | Edit | View | — | — | — | View | Edit |
Prepares load plans and assigns available drivers and vehicles to approved work.
Starts on: Active Loads
Reviews load scope and decides whether planning or corrected work can proceed.
Starts on: Freight charge review
Records execution milestones and checks delivery confirmation against the actual stop.
Starts on: Delivery proof review
Maintains driver eligibility and fleet readiness while resolving defects and service work.
Starts on: Driver availability
Prepares freight charges and driver statements with supporting completion evidence.
Starts on: Driver settlements awaiting approval
Independently authorizes the submitted driver settlement revision before external payment.
Starts on: Driver settlements awaiting approval
Configures organization access and maintains the staff identities used in operational ownership.
Start free, then use Proto to change fields, steps and approvals before your team goes live.