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User Management - Permissions

Overview of the granular user permission system.

Updated over 3 weeks 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 by Role

Admin

Manage Assigned Carriers

Manage Loads

View Only

Agent Ops

Agent Ops Plus

Agent Ops Limited

Carrier Ops

Manage All Carrier Enablement

Yes

Yes

Yes

Manage Carrier Specific Enablement

Yes

Yes

Yes

Yes

Yes

Manage All Rules

Yes

Yes

Yes

Yes

Manage Carrier Specific Rules

Yes

Yes

Yes

Yes

Yes

Creating Carrier Specific Offers

Yes

Yes

Yes

Yes

Yes

Yes

Manage Carrier Assignments

Yes

Yes

Yes

Manage Users

Yes

Manage Load Data (archiving and price updates)

Yes

Yes

yes

Yes

Manage Load Syndication Partners

Yes

Creating Any Offers

Yes

Yes

Yes

Yes

Yes

Yes

View Data

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Collaborate with Other Users

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Use Reporting Tools

Yes

View Quotes

Yes

Yes

Yes

Yes

Yes

Yes

View Book Nows

Yes

Yes

Yes

Yes

Yes

Yes

Archive Loads

Yes

Yes

Yes

Yes

Yes

Manage Load Visibility

Yes

Yes

Yes

Yes

Yes

Accept A Quote

Yes

Yes

Yes

View Smart Lanes

Yes

Yes

Yes

Manage Smart Lanes

Yes

Yes

View Pricing Strategy

Yes

Yes

Yes

Create a Quote

Yes

Yes

Yes

Yes

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".

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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