Rates Permissions govern access to the financial data at the core of every load in Alvys. Nine permissions are organized into four view-and-edit pairs plus one standalone permission, giving administrators precise control over who can see and who can change the numbers that drive revenue, cost, and driver pay.

Restricting rate visibility and editing rights (rate access, rate control) protects your company from unauthorized changes that could affect profitability, customer billing accuracy, and driver settlement integrity.

To view or modify Rates Permissions for a user, navigate to Management > Users, open the user's profile, and select Edit. The Rates section appears within the permissions panel. The logged-in user must have the "Set Permission" permission (located in the Management category) to make any changes.

Navigate to Management > Users and open the Users tab.

Choose an existing user to Edit, or select Add User to create a new profile.

Scroll to the Permissions section and locate the Rates category. The nine Rates checkboxes are "View Customer Rate", "Edit Customer Rate", "View Carrier Rate", "Edit Carrier Rate", "View Trip Value", "Edit Trip Value", "Add Accessorials", "View Driver Rates", and "Edit Driver Rates".

The Rates category contains nine permissions in four view-and-edit pairs plus one standalone:

For step-by-step instructions on managing user permissions, see How to Add and Manage Users in Alvys.

The "View Customer Rate" permission controls whether a user can see the customer-facing rate on a load, which represents what the company charges the customer for moving freight. When enabled, users can view the Customer Money Box on the Load Details page and see the Customer Freight Charge and Customer Revenue columns in the Load Board grid.

The "Edit Customer Rate" permission allows users to modify the customer-facing rate on a load. Editing customer rates directly affects the revenue side of every load and can impact invoicing accuracy, so this permission should be granted carefully.

The "View Carrier Rate" permission controls whether a user can see the carrier cost on a load, including the Carrier Money Box on the Load Details page, the Carrier Rate and Carrier All-in Rate columns in the Load Board grid, and the Payment History table in the carrier's profile.

The Carrier Rate and Carrier All-in Rate columns in the Load Board grid become visible with this permission.

For trips with external carriers that have a carrier payment, this permission also reveals the Payment History table in the Carrier Details section.

The "Edit Carrier Rate" permission allows users to modify the carrier cost on a load. Because carrier rates directly affect profit margins and settlement calculations, editing is status-dependent and restricted on loads that have already entered billing or payment workflows.

The "View Trip Value" permission controls whether a user can see the driver compensation amount on a load. Trip value is distinct from carrier rate: it reflects what the driver or owner-operator earns rather than what the company pays the carrier. When enabled, users can see the Trip Value Money Box, the Driver Money Box (covering Driver 1, Driver 2, and Owner-Operator pay), the Trip Value column in the Trip Board, and driver pay information in the Alvys mobile app.

When enabled, the Driver Money Box becomes accessible, showing the trip value for Driver 1, Driver 2, and the Owner-Operator depending on how the load is set up.

The same permission also controls trip value visibility in the Alvys mobile app; it is selected automatically in the App category when View Trip Value is enabled in the Rates category. Note: drivers must first be created via Assets → Drivers and complete SMS verification before they appear in the Users list for app permission assignment.

This permission also controls the visibility of the Trip Value column in the Trip Board.

The "Edit Trip Value" permission allows users to modify the driver compensation amount on a load. Changes to trip value directly affect driver settlements and paystubs, so this permission carries significant financial risk if granted broadly.

The trip value fields are interactive when this permission is enabled, but they lock automatically once a driver has been marked as Paid or a truck statement has been generated. This prevents retroactive changes to finalized pay.

If a trip value must be edited after a driver has been marked Paid, the truck statement must first be reverted to unlock the fields.

The "Add Accessorials" permission enables users to create, edit, and manage supplemental charges beyond the base freight rate. These accessorials cover specialized services or conditions encountered during a load's lifecycle, such as detention, lumper fees, fuel surcharges, layovers, and TONU (Truck Ordered Not Used). Within Alvys, these charges can be applied to three distinct pillars: the Customer for revenue, the Carrier for cost, and the Driver or Owner-Operator for pay.

If accessorials are added carelessly or incorrectly, the company either absorbs an unnecessary cost or bills a customer incorrectly, damaging the business relationship. By restricting "Add Accessorials", companies ensure that only authorized personnel can create and modify these charges. By default, this permission is granted to all roles except Safety and Driver. It is essential for Dispatchers managing real-time transit issues and Billing personnel who reconcile final invoices and settlements.

The "View Driver Rates" permission regulates a user's ability to access sensitive compensation structures stored within driver profiles and load-level contexts throughout Alvys. This authority encompasses the specific rate data that determines how company drivers and owner-operators are remunerated, such as per mile, per load, percentage, or hourly configurations. This permission is distinct from trip value or carrier rates because it governs the underlying pay methodology rather than just the final settlement amount. Upon being granted, the Rate section of the driver profile becomes visible, driver rates on individual loads are accessible, and the Driver Rate column appears in the Load Board grid.

When "View Driver Rates" is enabled, the Rate section of the driver profile is visible, displaying the rate structure (for example: per mile, rate per job, percentage, etc.). This information can be used to calculate expected driver pay for a given load, verify payroll accuracy, or review compensation structures during performance discussions. Without this permission, the compensation section of driver profiles remains hidden.

Driver and owner-operator rate information is also visible at the load level when this permission is enabled:

This permission additionally governs the visibility of the Driver Rate column within grid views and the column selection on the Trip Board. If this permission is withheld, the Driver Rate column is suppressed entirely, preventing users from manually adding it to their Trip Board. This ensures that granular financial metrics remain hidden in the trip details and driver asset pages.

"View Driver Rates" is assigned by default to all roles except Safety and Driver. It remains most relevant for Operations Managers, Dispatchers, and Billers who require visibility into compensation for planning, settlement, and cost analysis. For payroll personnel, this access is indispensable for auditing and verifying the accuracy of settlements before processing payments.

The "Edit Driver Rates" permission grants authorized personnel the ability to modify pay rate configurations within driver profiles, including cents-per-mile, flat rates, percentage-based structures, and other compensation parameters. Any adjustment directly influences all subsequent payroll calculations and financial settlements. This permission operates as a view-edit pair with "View Driver Rates": while "View Driver Rates" enables a user to observe the data, "Edit Driver Rates" provides the authorization to perform inline editing within the driver money box for both revenue and non-revenue load details and driver asset profiles. Without this permission, even users who can view the rates are restricted from making any alterations, ensuring that sensitive financial data remains secure from accidental or unauthorized modification.

"Edit Driver Rates" is assigned by default to all roles with the exception of Safety and Driver. It remains most relevant to personnel involved in settlement processing, cost analysis, and driver management. For accounting teams, this authorization is vital for rectifying billing errors and ensuring that driver compensation aligns with the most current negotiated terms.

Q: How are Rates Permissions organized in Alvys?

A: The Rates category contains nine permissions arranged into four view-and-edit pairs along with a standalone "Add Accessorials" permission. Each view permission governs the visibility of rate data, while each edit permission governs the ability to modify that data.

Q: Can a user edit a rate without being able to view it?

A: The system does not strictly prevent granting edit access without view access, but doing so creates a poor user experience because the fields will remain hidden. Always grant the view permission alongside its corresponding edit permission.

Q: Why does the Billing permission sometimes allow users to see rate information?

A: Billers require access to all financial data to process invoices and settlements. If a user has the Billing role, they may see rates even without explicit rate view permissions enabled.

Q: Why can't I edit the carrier rate on a load even though I have the "Edit Carrier Rate" permission?

A: Carrier rate editing is status-dependent. The system blocks editing on loads in TONU, Released, Queued, Invoiced, Financed, Completed, or On Hold status. Only loads in Open, Quoted, Reserved, Covered, or Delivered status allow carrier rate editing. Check the current status of the load to determine if editing is available.

Q: What happens if I remove all Rates Permissions from a user?

A: The user will lose visibility of all financial rate information on loads. The Money Box on the Load Details page will not show customer rate, carrier rate, or trip value sections. The Load Board will not display rate columns. The user can still see non-financial load information such as origin, destination, status, and equipment type, and perform other actions based on their remaining permissions.

Q: Does the "Add Accessorials" permission affect e-check operations?

A: Yes. The "Add Accessorials" permission is required for some e-check operations such as canceling an e-check, moving an e-check between loads, and marking an e-check as paid. These operations modify load charges that fall under the accessorials umbrella.

Q: Can a Driver role user ever see rates?

A: The Driver role receives no Rates Permissions by default. However, separate permissions in the App category, such as "View Trip Value", "View Payable Amount", and "View App Paystubs", can grant drivers limited visibility into their own compensation through the Alvys mobile application. These App permissions are distinct from the web-facing Rates Permissions covered in this article.

Q: Why do Safety and Driver roles not receive Rates Permissions by default?

A: These roles focus on compliance and hauling rather than financial management, so they do not require access to sensitive company revenue and cost data.

Q: If I grant "Edit Customer Rate", does the user also need "Edit Carrier Rate" to modify both sides of a load?

A: Yes. Customer rates and carrier rates have separate edit permissions. Granting "Edit Customer Rate" only allows the user to modify the customer side. To modify both sides, the user needs both "Edit Customer Rate" and "Edit Carrier Rate".

Q: What is the relationship between "Edit Carrier Rate" and "Add Accessorials"?

A: Some parts of the system require both permissions to modify carrier charges. If a user has "Edit Carrier Rate" but not "Add Accessorials", they may have limited ability to modify carrier-side line items. Grant both permissions to users who manage carrier rate. If a user has "Edit Carrier Rate" permission but cannot edit the carrier rate, check if the load is part of a carrier settlement or has been split.

Q: Should dispatchers or billing staff have the "Add Accessorials" permission?

A: Most operations grant this to both roles so dispatchers can log real-time issues like detention while billers ensure all charges are captured during final reconciliation.

Q: I want dispatchers to be able to see both sides of the load margin (customer rate and carrier rate). Do I need to enable four permissions?

A: You need two permissions for view-only access to both rates: "View Customer Rate" and "View Carrier Rate". These two permissions together give the dispatcher a full margin picture including what the load earns and what it costs, without the ability to change either figure. The Edit permissions are separate and not required for read-only visibility.

Carrier rate editing is status-dependent. Editing is blocked on loads in TONU, Released, Queued, Invoiced, Financed, Completed, or On Hold status. Confirm the load is in Open, Quoted, Reserved, Covered, or Delivered status.

The user is missing the corresponding view permission. Customer rate columns require "View Customer Rate", carrier rate columns require "View Carrier Rate", and the Driver Rate column requires "View Driver Rates".

The user holds only the view permission for that rate. Grant the paired edit permission (for example, "Edit Customer Rate" alongside "View Customer Rate").

Proceed to the E-Check Permissions article to learn how to issue, cancel, and move e-checks for both carriers and drivers, including how to configure processing fees and the specific permissions required to delete load notes.