User Roles and Permissions for LoadIQ

There are three user roles: Administrator, Scheduler, and Operator

Permission Summary Table:

Administrator

Access Level: Full system access

• Create, edit, and delete all bookings

• Manage system settings (locations, clients, transport companies, job types, statuses)

• Access all checklists and operational data

• Send client and transport notifications

• View and manage all users

• Override checklist completion requirements when marking jobs as "Completed"

• Configure notification templates

Typical Users: Warehouse managers, operations managers, system administrators

Scheduler

Access Level: Booking management and operations

• Create, edit, and delete bookings

• Manage job schedules and assignments

• Complete all checklists (arrival, loading, departure)

• Send client and transport notifications

• View all bookings across locations

• Override checklist completion requirements when marking jobs as "Completed"

Typical Users: Schedulers, coordinators, supervisors, customer service

Operator

Access Level: View and update assigned jobs only

• View assigned booking details (read-only schedule)

• Complete arrival, loading, and departure checklists

• Upload photos and provide digital signatures

• Update job status based on checklist completion

• Cannot edit schedules, locations, or booking times

• Cannot override checklist requirements (must complete all fields to mark as "Completed")

Typical Users: Warehouse operators, loading dock personnel