👥 Primary Audience: Admins , Partner Admins,Office Admins, Operation Managers , Dispatchers, Sales Agents, Data Entry

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This article covers four (4) permissions that fall outside the primary load management and dispatch categories but play an important supporting role in how loads are created, priced, and managed over time. In Alvys, these permissions are organized into two sub-categories within the load permissions section: Load Templates and Load Rate History.

Together, these permissions govern two (2) distinct areas of the load workflow:

Load Templates and Load Rate History permissions are configured at the individual user level within the User Management interface. To adjust these settings:

Rate history encompasses the recorded data of rates charged or paid on specific lanes, with a lane being a defined origin to destination route in freight, such as Chicago, IL to Atlanta, GA for a 53 foot dry van. Analyzing historical lane rates is critical for developing pricing strategies, informing rate negotiations, and maintaining a competitive advantage in bidding.

The View Alvys Rates History permission enables a user to access the "Rates" button in the Money Box on a trip's detail page, opening a dialog that displays historical rate data across all Alvys tenants. With this permission, users gain a market-level perspective, seeing what rates have been charged and paid for a lane across the entire Alvys platform, not just within their own company. This benchmarking data provides insight into how your rates compare to the broader market for any given lane.

Determining rates without market context is essentially guesswork. A broker quoting a dry van load from Chicago to Atlanta must know whether $900 is competitive, below market, or above what carriers are currently accepting for that lane. Similarly, a fleet owner-operator deciding which loads to accept needs insight into whether the offered rate is reasonable given prevailing market conditions. The View Alvys Rates History permission provides this market context directly within the TMS, eliminating the need to consult separate rate tools or make calls to verify current rates.

On the Load Board page, clicking on a specific load opens a side tray where you can view the load details.

Money Box Footer Rates Button: The "Rates" button in the Money Box footer appears when a user has either View Alvys Rates History or View Tenant Rates History. Clicking the button opens a load rates dialog displaying historical pricing data.

The Alvys Rates History chart is a market benchmarking tool that displays the median rate for a specific lane. It provides real-time market context, allowing you to compare your pricing against broader industry trends across the Alvys platform.

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

View Tenant Rates History gives a user access to your company's own historical rate data for specific lanes. Where View Alvys Rates History shows you the market, View Tenant Rates History shows you your company's track record what rates your company has actually charged customers and paid carriers on each lane, over time. This permission, together with View Alvys Rates History, gates access to the "Rates" button in the Money Box footer on the trip details page. Without this permission (or without View Alvys Rates History), the Rates button is hidden

Money Box Footer Rates Button: Same as View Alvys Rates History. The "Rates" button is shown when the user has View Tenant Rates History OR View Alvys Rates History. Either permission makes the button visible.

Tenant (Left Chart): This displays your company’s own history. It shows the median rates your team has actually charged shippers and paid carriers for this specific lane.

Alvys (Right Chart): This displays aggregated market data from across the platform. It provides a benchmark of what the "going rate" is for the same lane, including maximum, median, and minimum price points.

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

A load template is a pre-saved set of load details that can be applied to a new load in a single step, enabling your team to create frequently recurring loads more quickly and accurately. Instead of manually entering the same shipper address, consignee address, commodity, equipment type, and special instructions for each repeat lane, you save this information once as a template and apply it with a single click when the load occurs again. Load templates are especially useful for dedicated lanes, such as a weekly backhaul from a distribution center in Memphis to a manufacturing plant in Nashville or a daily milk run between a dairy farm and a processing facility. Any load that follows a predictable, repeating pattern is a good candidate for a template.

The View Load Templates permission controls whether a user can access the Load Templates Page, view existing load templates, and build loads from existing templates. Users with this permission can select a template from a dropdown or list when creating a load, and Alvys will automatically populate the load fields with the template’s saved information. Users can then modify any fields as needed before saving the load.

In the Loads navigation, users can access the Load Templates page to view templates and build new loads using a simple and intuitive interface.

By default, this permission is extended to the Partner Admin, Admin, Operation Manager, Dispatcher, Biller, Sales Agent, Data Entry, and Office Admin roles. Conversely, this specific permission is not assigned by default to the Safety or Driver roles.

Load templates are shared resources that impact the entire team's workflow. The Manage Load Templates permission allows a user to create new templates, edit existing ones, and delete templates that are no longer needed. While View Load Templates focuses on using templates, Manage Load Templates is about building and maintaining the library that the team depends on.

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By default, this authorization is granted to the Partner Admin, Admin, Operation Manager, and Office Admin roles. Conversely, this specific permission is not assigned by default to the Dispatcher, Biller, Sales Agent, Data Entry, 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 this information to admin-level roles by default protects your company’s competitive positioning. If dispatchers or sales agents require this data for negotiations, the permissions must be granted explicitly.

Q: Can a user build a load from a template if they only have the View Load Templates permission? A: Yes. View Load Templates allows users to see 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 itself.

Q: What is the difference between View Load Templates and Manage Load Templates? A: View Load Templates is for using the library to create loads quickly. Manage Load Templates 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: Does granting Manage Load Templates also grant the ability to view them? A: Yes. Having either View or Manage access allows a user to navigate to the templates area, and the Manage permission implicitly includes all viewing and building capabilities.

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, such as Chicago, IL to Atlanta, GA. Rate history helps users see what has been charged or paid for specific equipment types on these exact routes over 5, 15, or 30-day timeframes.

Q: Where is the "Rates" button located to view this history? A: The "Rates" button is located in the footer of the Money Box on a trip’s detail page. If a user does not have at least one of the Load Rate History permissions, this button remains hidden.