Applies to: All users · Module: What's New
Last reviewed: 2026-06 · Owner: Support team
January 2026 brought two updates focused on data control and operational reporting: granular company permissions that separate customer and non-customer access, and custom reference fields for drivers.
Overview
On January 30ᵗʰ 2026 Alvys released granular company permissions that split create and edit access between customer and non-customer profiles, and extended Custom References so teams can track and report on driver-specific data.
What shipped in January 2026?
Granular company permissions for customers and non-customers
Company permissions for creating and editing companies are now separated into two distinct categories, "Customers" and "Non-Customers", so you can secure financial data with more precision.
What changed:
You can now define exactly who can modify Billable Customer profiles, which prevents unauthorized changes to credit terms, billing addresses, and contacts. Your operations team can create and edit Shipper and Receiver locations as needed without exposing your customer database to risk. Aligning user permissions strictly with job functions reduces risk and strengthens your security posture.
Why it matters: data integrity is critical for scalability. Separating these permissions protects your revenue cycle from accidental errors and unauthorized changes, so only the people responsible for financial data handle it.
Who it affects: this update applies to all users, and the access each user has depends on the company permissions assigned to them. Configuring these permissions requires the Admin role.
Where to find it: Settings then User Management then Permissions (Settings > User Management > Permissions).
Action: review your User Management permissions and assign the "Customers" and "Non-Customers" access levels to match each user's job function.
For setup details, see the user permissions overview.
Custom References for drivers
Released January 30. Custom References now supports unique fields for Drivers, so your team can define, manage, and report on the exact operational and compliance data your business requires. This centralizes details such as driver certification status, equipment maintenance intervals, and HR or ownership codes in one system instead of scattered notes and siloed spreadsheets.
What changed:
You can create up to 20 custom fields to track the driver data that is important to your business. You can search, filter, and sort by custom references directly on the Driver lists, so your team can quickly access information without reconciling multiple data sources.
Use case example: a fleet manager needs to ensure only drivers with up-to-date certifications are assigned to loads requiring specific endorsements. With Custom References, the manager can filter driver records by certification status, verify compliance quickly, and generate reports for audits. This removes manual checks and supports compliance readiness at scale.
Who it affects: this update applies to all users who work with driver records and reporting. Creating and configuring custom references requires the Admin role.
Where to find it: Settings then Custom References (Settings > Custom References).
Action: create the driver custom fields your business needs, then use them to filter and report on driver records.
For setup guidance, see the custom references article.
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