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User Management - Permissions

Overview of the granular user permission system.

Updated over a week ago

User permissions restrict what a user can do within the Parade platform. Parade offers a wide range of permissions and roles to ensure that your users have the correct access they need to be successful.

Below we’ve broken down the roles and their assigned permissions to help give a better understanding of what each role is able to do. Later in this article, we’ll define what each permission entails and explain how you can create a custom role.

If you're ready to get started making changes, click the 3 dots in the top right corner when logged into Parade and select "User Management":

Permission Breakout Definitions

  • Archive Loads: Allows the user to Archive a load from the Loads tab and the specific Load page (Make Unavailable).

  • Create Offers: Allows the user to update a Book Now rate from the Loads tab and on the specific Load page.

  • Manage Load Visibility: Allows the user to mark a load as not visible on the Loads tab.

  • View Only: Allows the user to view loads on the Loads tab and review a Load and Direct/Suggested Matches on the specific Load page.

  • Manage Load Data (archiving and price updates): Allows the user to Update Load Rates directly on the specific Load page.

  • Manage all Rules: Allows the user to create a Smart Rule directly from the Direct or Suggested Matches on the Load Page

  • Manage Carrier Specific Rules: If the user is the carrier manager, this permission allows the user to create a Smart Rule directly from the Direct or Suggested Matches on the Load Page.

How to customize a user's permissions?

  • To customize a user's permissions, go into User Management -> click on the user in question -> choose “Custom” under Permission Type:

  • This will allow you to choose what permissions you would like for that user to have:

  • Once you are done, hit "Save".

Permissions per Role

Admin

  • Manage All Carrier Enablement

  • Manage Carrier Specific Enablement

  • Manage All Rules

  • Manage Carrier Specific Rules

  • Creating Carrier Specific Offers

  • Manage Carrier Assignments

  • Manage Users

  • Manage Load Data (archiving and price updates)

  • Manage Load Syndication Partners

  • Creating Any Offers

  • View Data

  • Collaborate with Other Users

  • Use Reporting Tools

  • View Quotes

  • View Book Nows

  • Archive Loads

  • Manage Load Visibility

  • Accept A Quote

  • View Smart Lanes

  • Manage Smart Lanes

  • View Pricing Strategy

  • Create a Quote

Manage Assigned Carriers

  • Manage Carrier Specific Enablement

  • Manage Carrier Specific Rules

  • Creating Carrier Specific Offers

  • Manage Carrier Assignments

  • View Data

  • Collaborate with Other Users

  • View Quotes

  • View Book Nows

  • Archive Loads

  • Manage Load Visibility

  • Accept A Quote

  • View Smart Lanes

  • View Pricing Strategy

  • Create a Quote

Manage Loads

  • Manage All Rules

  • Manage Carrier Specific Rules

  • Creating Carrier Specific Offers

  • Manage Load Data (archiving and price updates)

  • Creating Any Offers

  • View Data

  • Collaborate with Other Users

  • View Quotes

  • View Book Nows

  • Archive Loads

  • Manage Load Visibility

  • View Smart Lanes

  • View Pricing Strategy

  • Create a Quote

View Only

  • View Data

  • Collaborate with Other Users

  • View Quotes

  • View Book Nows

Agent Ops

  • Manage All Carrier Enablement

  • Manage Carrier Specific Enablement

  • Manage All Rules

  • Manage Carrier Specific Rules

  • Creating Carrier Specific Offers

  • Manage Carrier Assignments

  • Manage Load Data (archiving and price updates)

  • Creating Any Offers

  • View Data

  • Collaborate with Other Users

  • View Quotes

  • View Book Nows

  • Archive Loads

  • Manage Load Visibility

  • Accept A Quote

  • View Smart Lanes

  • Manage Smart Lanes

  • View Pricing Strategy

  • Create a Quote

Agent Ops Plus

  • Manage All Carrier Enablement

  • Manage Carrier Specific Enablement

  • Manage All Rules

  • Manage Carrier Specific Rules

  • Creating Carrier Specific Offers

  • Manage Carrier Assignments

  • Manage Load Data (archiving and price updates)

  • Creating Any Offers

  • View Data

  • Collaborate with Other Users

  • View Quotes

  • View Book Nows

  • Archive Loads

  • Manage Load Visibility

  • Accept A Quote

  • View Smart Lanes

  • View Pricing Strategy

  • Create a Quote

Agent Ops Limited

  • Manage All Rules

  • Manage Carrier Specific Rules

  • Creating Carrier Specific Offers

  • Creating Any Offers

  • View Data

  • Collaborate with Other Users

  • View Quotes

  • View Book Nows

  • Archive Loads

  • Manage Load Visibility

  • Accept A Quote

  • View Smart Lanes

  • View Pricing Strategy

  • Create a Quote

Carrier Ops

  • Creating Carrier Specific Offers

  • Creating Any Offers

  • View Data

  • Collaborate with Other Users

  • View Quotes

  • View Book Nows

Any other questions? Did we miss something? Please don't hesitate to reach out via the chat button in the lower right corner of this page, or reach out to our e-mail support@parade.ai

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