This User Roles & Permissions Collection includes all articles and guidance for configuring, managing, and troubleshooting user roles and permissions within the Alvys TMS. Follow the recommended order below to configure your team's access. Each link provides a breakdown of individual checkboxes, default role assignments, and best practices.

Focus: Serves as the primary control for the visibility and modification of financial data across load records and driver profiles. It governs the split between viewing and editing Customer Rates, Carrier Rates, and Trip Values.

Article: Rates Permissions

Focus: Regulates the issuance, cancellation, and modification of digital payment instruments. These permissions carry significant financial risk as they involve releasing immediate funds for fuel, lumpers etc.

Article: E-Check Permissions

Focus: The most comprehensive financial category in the TMS. It governs the entire lifecycle of revenue and settlements, ranging from generating invoices to approving carrier payables, managing driver pay plans etc.

Article: Billing Permissions

Focus: Determines the visibility of specific report pages in the navigation menu. It allows administrators to restrict access to sensitive analytical data found in Fuel, Toll, Financial, and Asset Safety reports.

Article: Report Permissions

Focus: Regulates the fundamental operational actions required to maintain freight movement. This includes identifying users as dispatchers, overriding stop statuses, and releasing delivered loads for billing.

Article: Dispatch Permissions

Focus: Constitutes the administrative and data sensitivity framework. It covers user provisioning, asset management, and the protection of PII like Tax IDs and Social Security Numbers.

Article: Management & Privacy Permissions

Focus: Controls access to foundational features that span the entire system, such as DAT and TruckStop load board integrations, calendar past-date selection, and the "Unlock Loads" capability.

Article: General Permissions

Focus: Governs access to the integrated Carrier Marketplace. It defines exactly what each user can see and do regarding searching for, bidding on, booking, or posting loads.

Article: Marketplace Permissions

Focus: Specifically governs the lifecycle of entities classified as "Customer" or "Broker/3PL." It manages the creation, modification, and activation of accounts that form the foundation of the revenue cycle.

Article: Customer Management Permissions

Focus: Governs non-customer company types such as Shippers, Warehouses, and Terminals. It allows for a granular separation between users managing customers and those managing pickup locations.

Article: Company Management Permissions

Focus: Controls what drivers and carriers can see and do within the Alvys mobile application, such as viewing pay, editing trailer numbers, or viewing rate confirmations.

Article: App Permissions

Focus: Controls access to EDI functionality. Governs who can participate in the Tender Board to accept or reject automated load offers and share EDI updates externally.

Article: Tendering Permissions

Focus: Supporting tools for efficiency and pricing analysis. It covers the management of Load Templates and the ability to view Alvys-wide Market Rates versus your company’s private rate history.

Article: Additional Load Permissions

Focus: Manages pre-negotiated rate agreements for specific routes. It controls who can view, create, or delete standing rate contracts for recurring customer business.

Article: Contracted Lanes Permissions

Focus: Explains the foundational role hierarchy. It details how the built-in roles (from Support and Admin to Dispatcher and Driver) establish baseline access and govern the organizational authority to manage other users.

Article: User Roles in Alvys

Focus: A step-by-step guide to the user lifecycle. It covers creating new accounts, assigning base roles, using granular overrides to fine-tune access, and the proper procedures for deactivating accounts.

Article: Adding and Managing Users in Alvys

Focus: An A-Z quick-reference guide for every user permission in the system. It defines the specific impact of each permission to help administrators troubleshoot access issues or audit user capabilities.

Article: User Permissions Glossary