Overview of User Roles and Permissions
In this article
Overview
We define a User as someone who accesses the LoadOps Web App. For example, a User is an Admin, Accountant, Dispatcher, etc.
Only Admins can add or remove a user from LoadOps.
To add a user, go to Settings > Users > Add Web User (as shown below):
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Web user Roles
These are the different roles and permissions for each available user:
| Roles | Permission |
| Owner Admin | Can manage the account and subscriptions for the organization |
| Admin | Can perform any action within the system and have exclusive permissions to create and/or remove any asset within LoadOps Integration actions with different ELDs and load boards are exclusive to admin users |
| Accountant | Can perform all the accounting tasks such as: – Back office tasks – Driver settlements for completed loads – Can view financing Note: They cannot create a load or assign it to a driver (no dispatching operations) |
| Dispatcher | The forefront of operations Can perform tasks such as: – Create loads – Assigning loads to drivers Note: They cannot view financing or invoicing details |
| Financial Dispatcher | Same access as Dispatcher but can see the financial activity related to a load |
| Power Dispatcher | A combination between an accountant and a dispatcher Note: They cannot add a user, tractor, or other assets in the system like an Admin can |
| Driver | Can only log in to the mobile app (no have access to the web application) |
Permissions
Here are the detailed permissions of all the features for each user:
| Group | Permissions | Admin | Dispatcher | Accountant | Power Dispatcher | Driver |
| Dashboard | View | Yes | Yes | Yes | Yes | |
| Quick Setup Guide | View | Yes | ||||
| Import Data | View | Yes | ||||
| Driver | View | Yes | Yes | Yes | Yes | |
| Edit | Yes | Yes | Yes | |||
| Preferences | Yes | Yes | Yes | |||
| Loads | View | Yes | Yes | Yes | Yes | |
| Add/Edit | Yes | Yes | Yes | |||
| Remove | Yes | |||||
| Quote Remove | Yes | Yes | Yes | |||
| Update Status (Invoicing not included) | Yes | Yes | Yes | |||
| Invoicing | Yes | Yes | Yes | |||
| Cancellation | Yes | Yes | Yes | |||
| Time Off | Create/Update/Remove | Yes | Yes | Yes | ||
| Invoice | Create/Remove/Edit | Yes | Yes | Yes | ||
| Driver Settlement | Create/Remove/Edit | Yes | Yes | Yes | ||
| Documents | Create/Remove/Edit | Yes | Yes | Yes | Yes | |
| Customer | Create/Remove/Edit | Yes | Yes | Yes | Yes | |
| Locations | Create/Remove/Edit | Yes | Yes | Yes | Yes | |
| Assets | View | Yes | Yes | Yes | Yes | |
| Add/Remove/Edit | Yes | |||||
| Tractor/Trailer | Status changed to “Unavailable” | Yes | ||||
| Assign and reassign to a driver | Yes | Yes | Yes | |||
| Driver/User profile | View | Yes | Yes | Yes | Yes | |
| Add/Remove/Edit | Yes | |||||
| Driver Payment Terms | View | Yes | Yes | Yes | Yes | |
| Add/Remove/Edit | Yes | Yes | Yes | |||
| Integrations | View | Yes | Yes | Yes | Yes | |
| Add/Remove/Edit | Yes | |||||
| Preferences | View/Add/Remove/Edit | Yes | Yes | Yes | ||
| Reports | View | Yes | Yes | Yes | Yes | |
| Mobile | All actions | Yes |