👥 Primary Audience: Admins, Partner Admins, Office Admins, Operation Managers , Dispatchers, Safety Personnel, Data Entry, Sales Agents
General permissions in Alvys control access to foundational features that span the entire system, from integrating with external load boards to editing historical records and viewing financial data in maintenance logs. Unlike rate permissions, which are scoped to individual loads, general permissions typically affect entire sections of the platform or unlock capabilities that apply system-wide.
ℹ️ General Permissions are distinct from Dispatch or Billing permissions even though they may affect workflows in those areas. For example, "Unlock Loads" affects load management but is categorized under General because it is not specific to dispatching or billing alone.
Where to Manage General Permissions
⚠️ To modify these permissions, the logged-in user, preferably an administrator, must possess the “Set Permission” permission located within the Management category. Without “Set Permission”, a user can view the user profile or form but cannot adjust any permissions. For additional information regarding the “Set Permission”, please refer to the Management & Privacy Permissions article.
General Permissions are configured at the individual user level within the User Management interface. To adjust these settings:
Select your Username in the bottom left corner.
Navigate to Company Profile and select the Users tab.
Select an existing user to Edit or click Create New User.
Scroll to the Permissions section and locate the General category.
You will see five (5) individual checkboxes:
DAT User,TruckStop User,Calendar Past Dates,Unlock Loads, andView Maintenance Amounts.
General Permissions Breakdown
DAT User
DAT (Dial A Truck / DAT Freight & Analytics) is one of the largest digital freight marketplaces in North America, providing load board services, rate data, and carrier-shipper matching. When a tenant integrates its Alvys account with DAT, certain features become available within the Alvys interface, including the ability to post loads to the DAT load board, delete postings from DAT, update posted rates on DAT, and modify external board rates on loads. Without this permission, the user will not see DAT-related options in the right-click context menu on the Load Board, even if the company has an active DAT integration.
⚠️ This permission is relevant only when your company has the DAT integration enabled at the subsidiary level. It does not grant access to DAT’s own platform or billing; it simply unlocks the DAT features built into the Alvys interface. For more details on setting up your DAT integration, see the following help center article.
This permission impacts the following areas of the TMS:
Load Board Context Menu: When a user has the DAT User permission and the Subsidiary’s DAT integration is active, the right-click context menu on loads with Open, Quoted, or Reserved status displays additional options:
Post Load: This option is visible when a load does not yet have a DAT board record.
Update Rate: This option is available for loads that have already been posted and are in Open, Quoted, or Reserved status.
Delete Posting: This option becomes visible when a load already has an existing DAT board record.
Load Details Page : Post load
Load Details, Posted Rate: When the DAT integration is active and the user has this permission, they can modify the Posted rate field on loads in Open, Quoted, or Reserved status.
Upon user creation, the Admin, Partner Admin, and Operation Manager roles are automatically granted this permission.
✅ Best Practice: Grant the DAT User permission to users such as Dispatchers, Operations Managers, and Broker Agents who handle spot freight or manage carrier sourcing. If your company operates exclusively with dedicated carrier relationships, leave this permission disabled for most users to prevent accidental postings.
TruckStop User
The TruckStop User permission controls whether a specific user can interact with Truckstop powered features within Alvys TMS. Truckstop (formerly Truckstop.com, now part of Truckstop Group) is a major digital freight marketplace that provides load board services, rate intelligence, and freight-matching tools to carriers and brokers across North America. Similar to the DAT User permission, TruckStop User acts as a per-user control on top of the company-wide Truckstop integration. Without it, the user will not see Truckstop-related options in the Load Board context menu.
⚠️ This permission is relevant only when your company has the TruckStop integration configured and active at the subsidiary level. It does not grant access to TruckStop’s platform or billing; it simply unlocks the TruckStop features within the Alvys interface. For more details on setting up your TruckStop integration, see the following help center article.
The TruckStop User permission functions almost identically to the DAT User permission in terms of where it is evaluated and which UI elements it controls. The primary difference is the target integration: DAT versus Truckstop. Many trucking companies maintain integrations with both platforms simultaneously and may grant one or both permissions to the same user, depending on which load boards that user needs to access.
The TruckStop User permission is not included in the default permission set for most roles. The default assignment follows the same pattern as DAT User. The following roles do not receive TruckStop User by default: Dispatcher, Biller, Sales Agent, Data Entry, Office Admin, Safety, and Driver. This permission is most relevant to Dispatchers, Operations Managers, and Broker Agents who need to post and manage loads on the Truckstop freight marketplace.
Load Board Context Menu: When a user has the TruckStop User permission and the company has an active Truckstop integration, the following right-click context menu items become visible on qualifying loads:
Post Load: visible when the load is in Open, Quoted, or Reserved status and does not already have a Truckstop board record.
Delete Posting : visible when the load has an existing Truckstop board record.
Update Rate: visible for loads in Open, Quoted, or Reserved status.
Load Details External Board Rate: The user can modify the external board rate field on loads in Open, Quoted, or Reserved status when a Truckstop integration is active.
Upon user creation, the Admin, Partner Admin, and Operation Manager roles are automatically granted this permission.
✅ Best Practice: If your company uses both DAT and Truckstop, decide whether each dispatcher needs access to both or just one. Assign TruckStop User only to users who are trained on the Truckstop platform and understand your company's posting strategy.
Calendar Past Dates
The Calendar Past Dates permission controls whether a user can select past dates in the Add Stop dialog when building a load. When the permission is absent, the date picker's minimum selectable date is set to today, preventing the user from picking any date in the past. When the permission is present, the full calendar is available including all past dates. This is useful for back-dating scenarios that occur routinely in trucking, for example, adding a stop with a date that has already passed due to a late system entry or a correction.
The only role that does not receive Calendar Past Dates by default is Driver. This permission is relevant to nearly all office based roles: Dispatchers, Billers, Data Entry Clerks, Sales Agents, Office Admins, Operations Managers, and Safety personnel.
✅ Best Practice: Grant the Calendar Past Dates permission to roles that regularly perform data entry or manage loads. For roles that are intended to be view-only, such as reporting users, consider leaving this permission disabled to prevent accidental changes to historical dates.
Unlock Loads
Unlock Loads allows a user to unlock any load that has been locked by another user. Without this permission, users are limited to unlocking only the loads they have locked themselves. This capability is essential for maintaining operational continuity when a load becomes inaccessible due to the original user being unavailable. In a fast-paced dispatch environment, even short delays can disrupt workflow. A locked load prevents other team members from performing time-sensitive actions such as assigning a carrier, updating rates, or confirming delivery, all of which can impact revenue and customer satisfaction. Granting this permission to designated users provides a controlled override, ensuring that locked loads do not stall operations.
When a load is locked, a closed lock icon is displayed in the top right corner of the load details page. Upon selecting the icon:
With Unlock Loads permission: A confirmation dialog appears asking the user if they want to unlock the load. Confirming releases the lock and allows editing.
Without Unlock Loads permission: The user sees that the load is locked, but when they select the icon to unlock it, they receive no prompts to do so (unless they are the user who originally locked it).
The Safety and Driver roles do not receive the Unlock Loads permission by default. This permission is most relevant for Dispatchers, Billers, Data Entry Clerks, Sales Agents, Office Admins, and Operations Managers who regularly edit loads and may encounter locks set by other users.
✅ Best Practice: Ensure that at least two users per shift have the Unlock Loads permission so that someone is always available to unlock stuck loads. Avoid granting this permission to users who do not regularly work with loads, as unnecessary access increases the risk of accidental unlocks.
View Maintenance Amounts
View Maintenance Amounts controls whether a user can see the dollar amounts associated with maintenance records and maintenance expense totals. Without this permission, a user can still view maintenance records if they have the View Maintenance permission, but the financial columns, "Amount" in the records grid and "Expenses" in the totals table, are hidden. By separating the ability to view maintenance records from the ability to view maintenance costs, Alvys provides a clear separation of concerns. Operational users see operational data, and financial users see financial data.
💡 While there is no strict technical dependency in the permission system, View Maintenance Amounts is only useful if the user also has the "View Maintenance Records and Totals" permission from the Management category, which controls access to the Maintenance module itself. Without the View Maintenance permission, the user cannot access the Maintenance pages where amounts would be displayed.
This permission specifically affects two (2) areas of the Maintenance module:
Maintenance Records Board : When a user lacks the View Maintenance Amounts permission, the "Amount" column is removed from the maintenance records grid. The user can still see all other maintenance record details, including asset, date, type of service, vendor, and so on, but the dollar amount of each record is hidden.
Maintenance Totals Table: When a user lacks this permission, the "Expenses" column is removed from the maintenance totals summary table. The totals table provides an aggregated view of maintenance spending by asset or category, and without the permission, the financial aggregations are not visible.
The following roles do not receive View Maintenance Amounts by default: Biller, Sales Agent, Data Entry, and Driver. The default assignment reflects the principle that roles involved in fleet operations and safety need to see maintenance costs, while roles focused on sales, data entry, or billing, which deal with load-related finances rather than maintenance finances, do not require this visibility by default.
✅ Best Practice: Grant View Maintenance Amounts only to users who have a business need to see maintenance costs, such as fleet managers, safety officers, operations managers, and owners. For users who only need to verify that maintenance was performed, such as drivers or dispatchers checking if a truck is road-ready, the View Maintenance permission alone is sufficient.
Frequently Asked Questions (FAQs)
Q: Where can I find the General Permissions section in Alvys? A: To find these settings, click your username in the bottom left, navigate to the Users tab within the Company Profile, and select a user to edit. General Permissions are located in the General category within the permissions section.
Q: What does the DAT User permission allow a user to do? A: This permission enables users to post loads to the DAT load board, update rates, and delete postings directly from the Alvys interface. These options appear in the right-click context menu on the Load Board for loads in Open, Quoted, or Reserved status.
Q: Is the TruckStop User permission different from the DAT User permission? A: While they function similarly, they target different platforms. TruckStop User specifically unlocks Truckstop-powered features, such as posting and rate management, whereas DAT User applies only to DAT Freight & Analytics features.
Q: Does the Calendar Past Dates permission affect all date fields in the system? A: No, it primarily impacts operational date fields with past-date validation, such as the Add Stop dialog. Without this permission, the date picker restricts the user to today’s date or future dates only.
Q: How does the Unlock Loads permission work when a load is locked by another user? A: If a user has this permission, clicking the closed lock icon on the load details page triggers a confirmation dialog. Once the user confirms, the lock is released, granting them the ability to edit the load details. Without this permission, the user can see that the load is locked but will not receive a prompt to unlock it, meaning they will remain unable to modify any load fields.
Q: Can a user unlock a load they locked themselves without the Unlock Loads permission? A: Yes. Any user can unlock a load that they personally locked regardless of whether they have the Unlock Loads permission. The permission is only required to override locks set by other team members.
Q: What is the relationship between View Maintenance Amounts and the Management category? A: View Maintenance Amounts is only functional if the user also has the View Maintenance Records & Totals permission from the Management category. Without the management permission, the user cannot access the Maintenance module at all.
Q: What specific data is hidden if a user lacks the View Maintenance Amounts permission? A: The system removes the "Amount" column from the Maintenance Records grid and the "Expenses" column from the Maintenance Totals summary table. All other non-financial maintenance details remain visible.
Next Steps
⏭️ Proceed to the Marketplace Permissions article to learn how to manage user access to Alvys’ integrated load boards. This guide explains each Marketplace permission including View Marketplace Loads, Book Marketplace Loads, Bid on Marketplace Loads, and Post Loads to Marketplace. It details what each permission enables, who should hold it, and best practices for assigning permissions according to your team’s workflow.
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