📋 Applies to: All users
Module: Settings > Users
Last reviewed: 2026-08 · Owner: Support
Alvys uses a permission-based access system; this article lists every available permission and explains what each one controls.
Overview
Alvys uses a permission-based access system. Each user account has a set of individual permissions (also called access rights or privileges) that control what that user can see and do within the platform. Permissions are grouped into categories that reflect the area of the product they affect.
This article lists every available permission along with a plain-language description of what it does.
Where to Find It
Permissions are managed from Settings > Users. Open a user's profile and navigate to their permissions tab to view or edit the permissions assigned to that account.
How to Grant a Permission
You must hold the "Set Permission" permission to change another user's permissions. If you don't have it, ask your Admin or Partner Admin to make the change.
Navigate to Settings > Users.
Locate the user and click their name to open their profile.
Click the Permissions tab on their profile.
Enable the checkbox next to the permission you want to grant, or disable it to remove access.
Changes save automatically — no separate save button is required.
Key Concepts
Permissions are distinct from roles. A role is a bundle of pre-configured permissions assigned to a user at account creation. Individual permissions can be added to or removed from a user account at any time by a user who holds the "Set Permission" permission.
Some permissions depend on other permissions to be meaningful. For example, editing a carrier requires the "Edit Carrier" permission, but activating or deactivating that carrier also requires "Activate Carrier" to be enabled separately.
Delete permissions carry significant risk. If a carrier, company, customer, or asset that has been assigned to any load is deleted, it will also be removed from those loads in Alvys. Enable delete permissions only when necessary, and apply them with caution.
Permission Combinations by Task
Some tasks require more than one permission to work end-to-end. If a user has the correct access level but still cannot complete a task, check that all permissions in the relevant combination are enabled.
Task | Required Permissions |
Full invoicing access | Billing + Generate Invoice + Pay Driver + Export |
Full carrier management | Activate Carrier + Edit Carrier |
View financial columns in load reports (margin, profit %) | View Customer Rate + View Carrier Rate + View Trip Value |
Delete a driver profile | Delete Asset (controls the delete button on driver, truck, and trailer profiles) |
Driver app full financial visibility | View Trip Value + View Payable Amount + View Customer Rate Confirmation + View Carrier Rate Confirmation |
Assign a non-compliant carrier to a load | Assign Carrier + Override Carrier Restriction |
Settings & Permissions
Rates Permissions
"View Customer Rate": Ability to view the customer rate on a load
"Edit Customer Rate": Ability to view and edit the customer rate on a load
"View Carrier Rate": Ability to view the carrier rate on a load
"Edit Carrier Rate": Ability to view and edit the carrier rate on a load
"View Trip Value": Ability to view the trip value on a load
"Edit Trip Value": Ability to view and edit the trip value on a load
"Add Accessorials": Ability to add, edit, and remove accessorials on a load
"View Driver Rates": Ability to view driver rates
"Edit Driver Rates": Ability to view and edit driver rates
E-Check Permissions
"Issue ECheck": Ability to issue e-checks
"Cancel ECheck": Ability to cancel e-checks
"Modify E-Check Fee": Ability to make changes to existing e-checks
"Move Comchek": Ability to move an e-check from one load to another
"Delete Notes": Ability to delete notes added to a load
Billing Permissions
"Billing": Allows the user to view and access the billing loads board
"Generate Invoice": Ability to generate invoices
"Overriding Invoice": Ability to override an existing invoice
"Rollback Transaction": Ability to roll back billing transactions
"Void Transaction": Ability to void billing transactions
"Pay Driver": Ability to see the Pay Drivers option in the main menu, and provides access to the pay driver tab and menu option
"Pay Owner Operator": Ability to process payments for owner operators
"View Paystubs": Ability to see paystubs within driver profiles
"Edit Paystubs": Ability to edit paystubs within driver profiles
"View Pay Plans": Ability to view driver and owner operator pay plans
"Edit Pay Plans": Ability to view and edit driver and owner operator pay plans
"Approve Payable Items": Ability to approve payable items in billing
"Create Carrier Statement": Ability to create carrier statements
"Revert Carrier Statement": Ability to revert carrier statements
"Edit Invoice Customer As": Ability to edit the customer assignment on an invoice
Report Permissions
"Fuel Report": Ability to access the Fuel Report option from the main menu
"Toll Report": Ability to access the Toll Report option in the main menu
"View Summary Financial Report": Ability to access the Summary Financial Report
"View Detailed Financial Report": Ability to access the Detailed Financial Report
"View Statement List Report": Ability to access the Statement List Report
"View Statement Items Report": Ability to access the Statement Items Report
"View Asset Safety Report": Ability to access the Asset Safety Report
"View Driver YTD": Ability to view driver year-to-date earnings and payment data
Dispatch Permissions
"Dispatch": Marks the user as a dispatcher within the Dispatchers list in the Assets pages of Alvys
"Assign Carrier": Ability to assign a carrier to a load
"Override Stop Status": Ability to override stop statuses
"Override Load Weight": Ability to override weights set on a load
"Release Loads": Ability to release a load
"Override Carrier Restriction": Ability to assign a carrier whose compliance status is flagged as NonCompliant or RequiresReview
Privacy Permissions
"View Tax ID/SSN": Ability to see the Tax ID/SSN information in driver profiles and carrier profiles
"Edit Tax ID/SSN": Ability to edit the Tax ID/SSN information in driver profiles and carrier profiles
"View PII": Ability to view personally identifiable information within driver and carrier profiles
"View ACH Details": Ability to view driver bank account and routing numbers (ACH details) in driver profiles. Without this permission, account details appear masked.
General Permissions
"DAT User": Only to be enabled for companies that use a DAT integration. This allows the user to enter the DAT credentials necessary for their company's DAT integration.
"TruckStop User": Only to be enabled for companies that use a TruckStop integration. This allows the user to enter the TruckStop credentials necessary for their company's TruckStop integration.
"Calendar Past Dates": Ability to set or edit dates in the past on loads and records
"Unlock Loads": Ability to unlock loads to allow editing
"View Maintenance Amounts": Ability to view cost amounts associated with maintenance records
Marketplace Permissions
"View Marketplace Loads": Ability to view loads available on the Alvys Marketplace
"Book Marketplace Loads": Ability to book loads directly from the Alvys Marketplace
"Bid on Marketplace Loads": Ability to place bids on loads listed in the Alvys Marketplace
"Post Loads to Marketplace": Ability to post loads to the Alvys Marketplace
Management Permissions
"Add User": Ability to create users
"Set Permission": Ability to update or change permission settings for other user accounts
"Activate Carrier": Allows the user to create, activate, or inactivate a carrier
"Edit Carrier": Allows the user to edit an existing carrier. Activating or inactivating a carrier also requires the "Activate Carrier" permission.
"Delete Carrier": Ability to delete a carrier from the carriers list. If the carrier has been assigned to any loads in Alvys, deleting it will also remove it from those loads.
"Delete User": Ability to delete a user
"Edit Asset": Ability to edit a trailer, truck, or driver within the assets lists
"Delete Asset": Ability to delete a trailer, truck, or driver within the assets lists. If the asset has been assigned to any loads in Alvys, deleting it will also remove it from those loads.
"View Drivers": Ability to view the Drivers list within the Assets section
"View Trucks": Ability to view the Trucks list within the Assets section
"View Trailers": Ability to view the Trailers list within the Assets section
"View Maintenance Records & Totals": Ability to view maintenance records and cost totals for assets
"View Accidents": Ability to view accident records for drivers and assets
"View Claims": Ability to view insurance claims
"View Roadside Inspections": Ability to view roadside inspection records for drivers and vehicles
"Edit Webhooks": Ability to configure and manage webhook integrations
Customer Management Permissions
"Create Customer": Allows the user to create or import a company where the company type is Customer or Broker/3PL
"Edit Customer": Ability to edit companies in the companies list where the company type is Customer or Broker/3PL
"Activate Customer": Allows the user to activate or inactivate a company where the company type is Customer or Broker/3PL
"Delete Customer": Ability to delete a company from the companies list where the company type is Customer or Broker/3PL. If the company has been assigned to any loads in Alvys, deleting it will also remove it from those loads.
"View Credit Limits": Ability to view credit limits set on customer accounts
"Manage Credit Limits": Ability to set and manage credit limits on customer accounts
Company Management Permissions
"Create Company": Allows the user to create a company where the company type is Cold-Warehouse, Dry-Warehouse, Factoring Company, Lease, Shipper/Consignee, or Terminal
"Edit Company": Ability to edit companies in the companies list where the company type is Cold-Warehouse, Dry-Warehouse, Factoring Company, Lease, Shipper/Consignee, or Terminal
"Activate Company": Allows the user to activate or inactivate a company where the company type is Cold-Warehouse, Dry-Warehouse, Factoring Company, Lease, Shipper/Consignee, or Terminal
"Delete Company": Ability to delete a company from the companies list where the company type is Cold-Warehouse, Dry-Warehouse, Factoring Company, Lease, Shipper/Consignee, or Terminal. If the company has been assigned to any loads in Alvys, deleting it will also remove it from those loads.
App Permissions (Alvys Mobile App)
These permissions apply to driver-facing access within the Alvys mobile app.
"View Trip Value": Allows the driver to view the trip value
"Issue ECheck": Ability for the driver to create and access e-checks
"Cancel ECheck": Ability for the driver to cancel e-checks
"View Customer Rate Confirmation": Allows the driver to view the customer rate
"View Carrier Rate Confirmation": Allows the driver to view the carrier rate
"View Payable Amount": Allows the driver to see their payable amount
"View App Paystubs": Allows the driver to view their paystubs in the Alvys mobile app
"Edit Trailer Number": Allows the driver to edit their assigned trailer number in the Alvys mobile app
"Send Carrier Rate Confirmation Email": Allows the driver to send carrier rate confirmation emails from the Alvys mobile app
Load Permissions
"Edit Miles": Ability to edit the loaded and empty miles on a load
Troubleshooting
User has the permission but still cannot access the feature
Ask the user to log out and log back in. Permission changes take effect on the next session — this resolves the majority of cases where a newly granted permission is not visible.
If the issue persists after re-login, clear the browser cache and cookies, then try again.
Confirm the permission is actually saved. Navigate to Management > Users > [user] > Permissions and verify the checkbox is enabled. In some cases (particularly in Safari), toggling a permission can trigger an unexpected session logout before the change saves — re-enable the permission and confirm the session stays active.
Check whether the issue is load-specific. Some actions are blocked not by permissions but by load state: a locked load, missing required documents, incomplete stops, or active tracking can all prevent actions even when permissions are correctly set. Unlock the load and confirm all required steps are complete before re-testing.
Check whether the issue is office-specific. If a user cannot see certain loads despite correct permissions, the loads may be assigned to an office that does not share with the user's office. Office-level load sharing is configured separately from user permissions — see Office Configuration.
Permission appears to reset or disappear after a system update
Occasional platform updates can cause temporary permission drops. If a user reports losing access they previously had and no admin has changed their permissions, ask them to log out and back in. If the issue persists across multiple users, contact Alvys Support — this may indicate a platform-level bug.
Admin role lost or needs to be restored
Role assignment in Alvys follows a strict hierarchy — you can only grant a role below your own. If someone at your company holds a role high enough to grant the needed access, they can do this directly from Management > Users. If no one at your company holds a high enough role (for example, the only Admin has left), contact your Alvys Customer Success Manager or Alvys Support — account-level intervention is required in that case only.
FAQs
Q: Who can change a user's permissions?
A: Any user who holds the "Set Permission" permission can update or change permission settings for other user accounts.
Q: Do delete permissions affect load history?
A: Yes. If a carrier, company, customer, or asset that has been assigned to loads is deleted, it is also removed from those loads in Alvys. Enable delete permissions with caution.
Q: What is the difference between "Activate Carrier" and "Edit Carrier"?
A: "Edit Carrier" allows editing the details of an existing carrier record. "Activate Carrier" is a separate permission required to create, activate, or inactivate a carrier. Both permissions must be enabled for a user who needs full carrier management access.
Q: Why would I enable "DAT User" or "TruckStop User"?
A: These permissions are only relevant for companies that have set up a DAT or TruckStop integration respectively. Enabling them allows the user to enter their personal credentials for those integrations. If your company does not use these integrations, these permissions are not needed.
Q: Can I grant someone the Admin or Partner Admin role from within Alvys?
A: Yes, if your own role sits above the one you're granting. Alvys has eleven built-in roles in a strict hierarchy, and you can only assign a role below your own — so an Admin can grant Partner Admin, but a Partner Admin cannot promote anyone to Admin. Office Admins can add users and adjust permissions only for users beneath them, and cannot promote anyone to Office Admin or higher. If no one at your company holds a high enough role — for example the only Admin has left — contact your Alvys Customer Success Manager or Alvys Support.
Q: A user has the correct permissions but still cannot perform an action — what else could be blocking them?
A: Permissions control access, but some actions also require the load or record to be in a specific state. A load that is locked for editing, missing required documents, has incomplete stops, or has active tracking enabled can block actions regardless of permission settings. See the Troubleshooting section above for a step-by-step resolution path.
⚠️ Office visibility is separate from permissions. If a user has the correct permissions but still cannot see specific loads, check whether those loads are assigned to an office that shares with the user's office. Office-level load sharing is configured separately from user permissions — adjusting permissions will not resolve office visibility issues.
What Permissions Don't Control
The following are commonly mistaken for permission issues but are controlled by feature configuration, not the permissions panel:
Tab visibility by role. Hiding or showing navigation tabs (Reports, Assets, Carriers, Maintenance, Safety, Accounting) for specific roles is not fully controlled by individual permission toggles. Some tabs require full role reassignment rather than permission changes to hide.
Assignment preference restrictions. There is no permission that prevents users from editing their own assignment preferences. This is a product behavior, not a permission setting.
Carrier packet / onboarding form fields. The fields that carriers are required to complete during onboarding cannot be customised through permissions. Only the Carrier Agreement PDF and the email message sent with the carrier packet can be modified.
TONU rate rules and other load configuration settings. These are feature settings configured at the load or subsidiary level, not permission controls.
Office-level load sharing. Which offices share loads with each other is an office configuration setting, not a user permission.