Alvys organizes load permissions into sub-categories. This article covers four permissions outside the core load management and dispatch groups: two that control access to Load Templates, and two that control access to Load Rate History. Together they govern whether a user can build loads faster using saved configurations, and whether that user can see historical pricing data to inform rate decisions.

Load Templates help teams create recurring loads without re-entering the same details each time. Load Rate History gives users market context and company-specific pricing data to support rate negotiations and pricing decisions.

These permissions are set at the individual user level inside the User Management interface. To reach it:

Modifying any permission requires the logged-in user to hold the "SetPermission" permission in the Management category. Without it, the user profile is visible but no checkboxes can be changed.

What is a lane?

A lane is a defined origin-to-destination freight route, such as Chicago, IL to Atlanta, GA for a 53-foot dry van. Rate history is organized by lane and equipment type.

What is a load template?

A load template is a pre-saved set of load details (shipper address, consignee address, commodity, equipment type, special instructions) that can be applied to a new load in a single step. Templates are most useful for dedicated lanes and recurring loads.

"ViewLoadTemplates" controls whether a user can access the Load Templates page, view the existing template library, and build new loads from those templates. Selecting a template when creating a load automatically populates the load fields with the template's saved information; the user can then edit any field before saving.

By default this permission is granted to: Partner Admin, Admin, Operation Manager, Dispatcher, Biller, Sales Agent, Data Entry, and Office Admin. It is not granted by default to the Safety or Driver roles.

"ManageLoadTemplates" allows a user to create new templates, edit existing ones, and delete templates that are no longer needed. It is the administrative complement to View Load Templates: where View is for using the library, Manage is for building and maintaining it.

A user with Manage Load Templates can:

Having Manage Load Templates implicitly includes all viewing and building capabilities.

By default this permission is granted to: Partner Admin, Admin, Operation Manager, and Office Admin. It is not granted by default to Dispatcher, Biller, Sales Agent, Data Entry, Safety, or Driver roles.

"ViewAlvysRateHistory" enables a user to access rate history data aggregated anonymously across all Alvys tenants. With this permission, users gain a market-level perspective: what rates have been charged and paid for a lane across the entire Alvys platform, not just within their own company.

The Rates button in the Money Box footer on a trip's detail page becomes visible when a user has either View Alvys Rates History or View Tenant Rates History. Clicking it opens a dialog showing historical pricing data.

The Alvys Rates History chart displays the median rate for a specific lane. Filters include Equipment Type, Deadhead Radius (DH-O origin / DH-D destination), and Timeframe (5, 15, or 30 days).

The chart legend shows:

Alvys aggregates rate data anonymously. Individual company identities and specific transaction records are never disclosed. Users see only aggregated, statistical rate information.

By default this permission is granted to: Partner Admin, Admin, and Operation Manager. It is not granted by default to Dispatcher, Biller, Sales Agent, Data Entry, Office Admin, Safety, or Driver roles.

"ViewTenantRateHistory" gives a user access to your company's own historical rate data for specific lanes: what rates your company has actually charged customers and paid carriers on each lane, over time.

The Rates button in the Money Box footer becomes visible when the user has View Tenant Rates History OR View Alvys Rates History. Either permission makes the button visible. When both permissions are granted, the rates dialog shows two charts side by side: a Tenant chart (your company's history) on the left, and an Alvys market benchmark chart on the right.

The code requires "ViewTenantRateHistory" as the baseline check before the rate history query runs. "ViewAlvysRateHistory" is then checked to determine whether market-wide data is included alongside your company's data. Having "ViewAlvysRateHistory" alone is not sufficient: the rate history endpoint requires "ViewTenantRateHistory" first; without it the request fails with a permissions error regardless of Alvys rate access.

By default this permission is granted to: Partner Admin, Admin, and Operation Manager. It is not granted by default to Dispatcher, Biller, Sales Agent, Data Entry, Office Admin, Safety, or Driver roles.

Q: What is the difference between View Alvys Rates History and View Tenant Rates History?

A: View Alvys Rates History provides an anonymous, aggregated market view of rates paid across the entire Alvys platform. View Tenant Rates History shows only your own company's historical data for specific lanes.

Q: Why are Load Rate History permissions restricted to administrators by default?

A: Historical rate data is considered sensitive pricing intelligence. Restricting it to admin-level roles by default protects your company's competitive positioning. If dispatchers or sales agents need this data for negotiations, the permissions must be granted explicitly.

Q: Can a user build a load from a template if they only have View Load Templates?

A: Yes. "ViewLoadTemplates" allows users to view the template library and generate new loads from those templates. Building a load from a template is a view-level action because it does not change the original template.

Q: What is the difference between View Load Templates and Manage Load Templates?

A: "ViewLoadTemplates" is for using the library to create loads quickly. "ManageLoadTemplates" is an administrative permission that allows a user to create, edit, or delete the templates that the rest of the team relies on.

Q: Why does the Office Admin role have Manage Load Templates while Dispatchers do not?

A: The Office Admin role is responsible for maintaining shared resources and workflow configurations. Dispatchers are operational users who need to use templates for efficiency but typically should not have the authority to modify the master template library.

Q: Where is the Rates button to view rate history?

A: The Rates button is in the footer of the Money Box on a trip's detail page. It is hidden if the user does not have at least one Load Rate History permission.

Q: What exactly is a "lane" in the context of rate history?

A: A lane is a defined route from a specific origin to a destination; for example, Chicago, IL to Atlanta, GA. Rate history shows what has been charged or paid for specific equipment types on these routes over 5, 15, or 30-day timeframes.