Dispatcher
Plans loads, checks assignments and releases movement.
Can
- Manage Loads, load assignments, load stops, operation receipts
- View Drivers, Vehicles, transport partners, loading handoffs
Starts on: Active load lifecycle
- Warehouse + Fleet + Delivery
- Roles and access
Who can do what in Warehouse + Fleet + Delivery
Assign preparation, movement, review and reconciliation to the right people.
Who can do what
| Role | Loads and dispatch | Fleet and assignments | Stops and delivery | Warehouse custody | Partners and organizations | Review and evidence |
|---|---|---|---|---|---|---|
| Dispatcher | Edit | Edit | Edit | Edit | View | Edit |
| Warehouse Lead | View | — | Edit | Edit | — | Edit |
| Fleet Coordinator | View | Edit | — | — | — | — |
| Independent Reviewer | Approve | — | View | Approve | — | Edit |
| Operations Manager | Edit | View | Edit | Edit | — | Edit |
| Admin | Edit | — | View | View | Edit | Edit |
Each role in detail
Warehouse Lead
Prepares and submits custody transfers for review.
Can
- Manage loading handoffs, record attachments
- View Loads, load stops, review decisions
Starts on: Custody handoffs awaiting review
Fleet Coordinator
Maintains driver eligibility, vehicle readiness and defect evidence.
Can
- Manage Drivers, Vehicles, vehicle defects
- View load assignments, Loads
Starts on: Assignment schedule
Independent Reviewer
Decides submitted custody and exception revisions without preparing the source work.
Can
- Manage review decisions
- View operation receipts, record attachments
Reviews and approves
- Approve loading handoffs, Loads
Starts on: Custody handoffs awaiting review
Operations Manager
Owns exception resolution and reconciliation of unresolved effects.
Can
- Manage Loads, operation receipts
- View loading handoffs, review decisions, record attachments, load assignments
Starts on: Active load lifecycle
Admin
Maintains organization, user and partner scope.
Can
- Manage Organizations, team members, Users, transport partners
- View Loads, review decisions, operation receipts
Set up Warehouse + Fleet + Delivery your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.