Assign freight responsibilities and rehearse carrier access and invoice entry.
| Role | Shipment planning | Rates and carrier agreements | Carrier tendering | Tracking and exceptions | Proof of delivery | Freight audit and disputes |
|---|---|---|---|---|---|---|
| Transportation Planner | — | — | — | — | — | — |
| Dispatcher/Ops | — | — | — | — | — | — |
| Logistics Manager | — | — | — | — | — | — |
| Receiving / Customer | — | — | — | — | — | — |
| Carrier User | — | — | — | — | — | — |
| Freight Audit Clerk | — | — | — | — | — | — |
Plans freight through rate shopping, lane and rate-contract analysis, and mode/service selection. Access is limited to shipment planning and rate reference data; no delete, export, schema or table-structure rights.
Starts on: Rate Contracts For Review
Daily dispatch execution for shipment, leg, tender, tracking, exception, proof-of-delivery, stop, and detention records. Scope is limited to operational tables and pages; no table structure, delete, export or bulk-update rights.
Starts on: Tender Queue
Freight operations, approvals and escalations. This role has no table or view structure access; record-level permissions remain available across operational data.
Starts on: Rate Contracts For Review
External consignee checking shipment status and proof of delivery. Read-only access is limited to shipment, stop, tracking, and proof-of-delivery records; no create, edit, delete or schema rights.
Starts on: Delivered Shipments
External carrier contact responding to tenders. Read and tender-only update access is limited to shipments, tenders, and EDI messages; no create, delete, export, or schema rights. Row-level per-carrier restrictions are not supported by table-scoped permissions.
Starts on: Pending Tender Responses
Audits carrier freight invoices and invoice lines, records audit verdicts and files accessorial disputes. Access is limited to invoice, audit, dispute, carrier, and accessorial records; no delete, export, schema or table-structure rights.
Starts on: Freight Invoices To Audit
Start free, then use Proto to change fields, steps and approvals before your team goes live.