Shippers, Carriers, Drivers
Apps: Web, Mobile App
App Version: 3.8
Overview
- Roger has three personas available: Shipper, Carrier, and Driver
- Each persona may have sub-roles available
As a Roger user, I would like to understand the different roles available under each persona, so that I can better manage my users and interact with other Roger users.
This guide will walk through the personas, their available sub-roles, and their functionalities.
Shipper: Shippers access the platform via web only and work with Carriers and Drivers.
1. Shipper Users: The most common type of user in a shipper account. This user will have access to the majority of the day-to-day operations.
Primary Tasks:
- Can create loads within Hauls or Interchange
- Can Dispatch loads
- Re-dispatch loads
- Approve loads
- View & Open Loads
- Edit/process submitted loads
- Return loads to Carriers
- Pay (Post to Accounting)
- Full Functionality in Interchange
2. Administrator: Admins have all the same functionalities as Shipper Users but also act as administrators of the account.
Primary Tasks:
- Add & Edit users to the account.
- Sever Connections with a Carrier
- Can create loads within Hauls or Interchange
- Can Dispatch loads
- Re-dispatch loads
- Approve loads
- View & Open Loads
- Edit/process submitted loads.
- Return loads to Carriers
- Pay (Post to Accounting)
- Full Functionality in Interchange
3. Hauls Restricted Access: These are specialized users that can view load information but have restricted access to modifying load information.
Primary Tasks:
- Approve loads
- View open loads
- Edit a limited number of fields including internal notes, return messages, and origin/destination scale ticket numbers
- Return Loads to Carriers
- Pay (Post to Accounting)
4. Compliance Admin: Access is limited to the Roger compliance product — onRamp.
Primary Tasks:
- Approve or Decline Carrier Connections
- View, manage and provide overrides for onRamp tasks
Carriers have a single sub-role and have access to the platform via both Web and Mobile.
Carrier Admin: The Carrier Admin is a versatile role that can act as an administrator as well as execute loads.
Primary Tasks:
- Completes load details
- Create loads
- Submit loads for payment
- Maintains a list of off-platform shippers
- Controls user access to Carrier entity
- May create loads as necessary
- Create other roles on other profiles
Drivers handle freight execution and only have access to the platform via mobile device. Drivers Can be associated with one or more Carriers. There are two types of driver sub-roles available:
1. Driver Limited:
Primary Tasks:
- Complete load details
- Submit loads to Carriers
- May create loads as necessary
2. Driver Full: Has all the same functionality as a Driver Limited but also has access to the following
Primary Tasks:
- Can view & edit rates
- Can view freight total amounts based on weight and rate
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