1. Warehouse-to-Truck Loading
  2. Roles and permissions
Reference

Who can do what in Warehouse-to-Truck Loading

Give planning, loading review and evidence reconciliation clear owners.

Who can do what

Permissions by role
RoleLoad planningDock and seal reviewResource assignmentsDispatch and deliveryFleet readinessCharges and reconciliation
Transport Supervisor——————
AdminEditView—View—View
Load PlannerEditViewViewEditViewEdit
Dispatch CoordinatorEditEditEditEditEditEdit
Evidence CoordinatorViewEditViewEdit—Edit

Each role in detail

Transport Supervisor

Review eligible revisions independently and reconcile operational evidence.

Can

  • Access assigned records

Starts on: Stop appointment schedule

Admin

Maintains organization setup, identities and access for the loading operation.

Can

  • Manage Organizations, team members, Users, transport partners, Routes
  • View Loads, load checks, review decisions, operation receipts

Load Planner

Prepares transport demand and stop appointments for the loading and assignment workflows.

Can

  • Manage Loads, load stops
  • View Organizations, transport partners, Routes, Drivers, Vehicles, load assignments, load checks

Starts on: Stop appointment schedule

Dispatch Coordinator

Coordinates loading checks, resource assignments and physical movement evidence.

Can

  • Manage Loads, load checks, load assignments, tracking events, load stops, Drivers, Vehicles, Inspections, defect register, maintenance plans, fuel transactions
  • View transport partners, review decisions
  • Manage record attachments

Starts on: Stop appointment schedule

Evidence Coordinator

Reconciles delivery evidence, freight charges and operational outcomes for supervisor review.

Can

  • Manage proof of delivery, freight charges, operation receipts, record attachments
  • View Loads, load stops, load checks, load assignments, tracking events, review decisions

Starts on: Delivery evidence review

Set up Warehouse-to-Truck Loading your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started