Settings - User Permissions Explained

Users & Permissions Overview

This article explains the different permissions available in PortPro, detailing what users can view and perform based on their assigned roles. Permissions cover areas such as tracking, dispatch, customer service, accounting, messaging, equipment management, and more.

Permissions Breakdown

Tracking

• View live tracking page for all drivers.

Dispatcher

• Access Dispatcher load board; add drivers (view only, no load editing).

• View Driver Itinerary (loads drivers have worked on).

• Access Double Moves and Street Turns opportunities.

• View Problem Containers (containers with demurrage, per diem, or tracking issues).

• Edit load information from Dispatcher page.

• Bulk review and manage Connect Notices (Hybrid/Broker only).

Customer Service

• View move schedules on Dashboard.

• Edit load info (tied to Dispatcher permission).

• Create client rate quotes.

• Access Yard Check for dropped containers and bulk edit loads.

• Manage Tendered Loads (accept/reject EDI loads, use PortPal Audit).

• View Load Calendar (appointment and container deadlines overview).

• Perform Bulk Uploads (loads, tariffs, drivers).

• Message drivers, employees, customers, and start group chats.

• View Deleted Loads.

Dashboard (Loads)

• Open and edit load information.

• View customer invoices and payments.

• Upload and view documents.

• Edit routing and dispatch drivers.

• View driver pay.

• Access live tracking and embedded email communications.

• View audit logs and add notes.

• Remove carriers post tender (Hybrid/Broker only).

Accounts Receivable

• Manage charge sets (add, delete).

• Email, approve, invoice, download, void invoices.

• Apply customer payments.

• View aging invoice reports.

• Perform chassis audits.

• Manage problem invoices (resync).

• Review and generate waiting time reports.

Accounts Payable

• Approve and adjust driver pay lines; delete if allowed.

• Add/remove load expenses.

• Approve, edit, and delete deductions.

• Review and finalize driver settlements.

• Set up dynamic recurring expenses.

Vendor Pay and Bill

• View, confirm, reject vendor pays.

• View, accept, decline vendor bills.

• Apply vendor payments.

Carriers

• Add, edit, or delete carrier profiles and tariffs.

Drivers

• Add and manage driver profiles.

• Access sensitive security fields via CSV export (SSN, bank info).

• Assign trucks to drivers.

• Manage truck owners.

• Configure driver pay and deduction rates.

Equipment

• Add/edit trucks, chassis, and trailer profiles.

Organizations

• View and manage customers, shippers, ports, consignees, and chassis locations.

• Add contacts.

• Configure customer tariffs and charge profiles.

Reports

• Access various reports including scheduled Load Master reports.

Embedded Email

• Connect personal mailbox for enhanced email features.

• Manage company email views.

Settings & Other

• Access settings walkthroughs at help.portpro.io.

• Delete and rebill loads.

• Set customer credit limits and payment terms.

• Print all documents.

• Invoice bills.

• Set sales tax applicability.

• Re-enable deleted loads.

• Map ELD profiles to drivers and trucks.

• View load margin.