How to Add Roles to Loads & Stops
Users now have the ability to assign a broader range of roles to loads and trips. This update provides added flexibility in designating team members responsible for specific tasks within each load, making it easier to track accountability.
Who Can Add Roles?
The ability to add roles is available to Partner Admins and Admins. These users can assign roles to loads, trips, and within customer or carrier profiles.
Available Roles for Loads and Stops
Load Roles
You can now assign the following roles to a load:
Customer Sales Agent (previously Sales Agent)
Customer Service Representative
Sales Manager
Trip Roles
For each trip's stops, you can assign:
Dispatcher
Load Planner
Carrier Sales Agent
How to Assign Roles
Navigate to the Load Details Page
Add the Relevant Role
Choose the role you want to assign, and select the team member to be responsible. Repeat as needed for additional roles.
Assigning Customer Facing Roles in the Company Profile
To streamline role assignments, certain roles can be added directly within a company profile:
Customer Service Representative
Load Planner
Sales Manager
Customer Sales Agent
When these roles are assigned in a company profile, they’ll automatically be included in new loads associated with that customer, saving time and ensuring consistency.
Role Assignment for Carrier Profiles
Similarly, Carrier Sales Agents can be assigned within a carrier profile. Once added, this agent will automatically be assigned to any load or trip associated with that carrier.
This automation reduces manual updates and ensures consistent role assignments across loads and trips.