TMS • Roles & permissionsEvery seat, exactly the right access.built for freight teams.
85 granular permissions, ready-made roles for dispatch, finance, and ops, and unlimited custom roles — enforced everywhere, audited always.
Roles & permissionsThe right access, every seat.no more, no less.
85 permissions, ready-made roles, unlimited custom roles — enforced everywhere, audited always.
Operational Role Settings
ACTIVELOAD MODULE
Select All- View loads — on
- Edit loads — on
- Delete loads — off
Three fixed roles and a prayer.that’s how legacy TMS handles access.
- Shared logins
- All-or-nothing admin accounts
- Dispatchers who see your margins
- Ex-employees who still have access
Permission matrix85 permissions, 19 modules,one clean matrix.
System roles
- Admin3 users
- Dispatcher8 users
- Financial2 users
- Operational4 users
- Own Book1 users
Dispatcher Permissions
Search permissions...| MODULE / ACTION | VIEW | CREATE | EDIT | DELETE |
|---|---|---|---|---|
| Loads & Shipments | VIEW granted | CREATE granted | EDIT granted | DELETE not granted |
| Invoices & Billing | VIEW granted | CREATE not granted | EDIT not granted | DELETE not granted |
| Reporting & AI Insights | VIEW granted | CREATE granted | EDIT not granted | DELETE not granted |
| Carrier Vetting | VIEW granted | CREATE granted | EDIT granted | DELETE not granted |
Per-module, per-action control
Bulk-toggle entire categories
Search any permission instantly
Copy, tweak, deploy a role
Edit loads — on
Also enabled: View loads — required by Edit loads.
Smart guardrailsSmart dependency guards.no broken access.
- Dependencies auto-enable, with an elegant system toast
- Conflicting permissions block each other immediately
- Sensitive grants demand an explicit owner confirmation
Five roles ready, infinite roles possible.build your own in minutes.
- everything
Admin
Full configuration, billing access, and unrestricted load control.
- 51 permissions
Dispatcher
Load assignments, routes, mapping, and driver communication.
- 41 permissions
Financial
Invoices, payroll settlements, margins, and external accounting tools.
- 12 permissions
Operational
Basic data entry, draft loads, and document scanning.
- book-scoped
Own Book
Walled-off access limited strictly to personal pipeline.
Your custom role
Define fine-grain scopes
Stop guessing. Start seeing.
Give every seat exactly the access it needs — dispatch, finance, and ops each see their own view, and nothing else. Your first roles are free.
TestimonialsTrusted byCarriers & Brokers
“
Truxo AI Chat
I just ask Truxo 'which loads are at risk today?' and get an instant answer. No more digging through spreadsheets. It's like having an analyst on call 24/7.
Sean Rogan
VP of Operations
“
AI Load Creation focus
We used to spend 15 minutes manually creating every load. Now we upload the rate confirmation and Truxo AI does it in under a minute. My dispatchers handle 40% more loads with the same team.
Bharati Vyas
Operations Manager
“
Fleet Visibility
Having every truck on a live map changed everything. We stopped calling drivers for updates — Truxo Tracker does it automatically. Our customers get real-time ETAs without us lifting a finger.
Akash deep
Operational Director
“
Invoicing & Pay
Invoicing used to take our team an entire day each week. Now Truxo generates invoices automatically and we settle with carriers in minutes. Cash flow has never been smoother.
Harsh
Fleet Manager
“
AI Dashboard
The AI dashboard surfaces problems before they become fires. Last week it flagged a margin issue on a lane we'd been losing money on for months. Paid for itself in the first week.
Gursahib Singh
Dispatch Lead
“
Truxo AI Chat
I just ask Truxo 'which loads are at risk today?' and get an instant answer. No more digging through spreadsheets. It's like having an analyst on call 24/7.
Sean Rogan
VP of Operations
“
AI Load Creation focus
We used to spend 15 minutes manually creating every load. Now we upload the rate confirmation and Truxo AI does it in under a minute. My dispatchers handle 40% more loads with the same team.
Bharati Vyas
Operations Manager
“
Fleet Visibility
Having every truck on a live map changed everything. We stopped calling drivers for updates — Truxo Tracker does it automatically. Our customers get real-time ETAs without us lifting a finger.
Akash deep
Operational Director
FAQsGot QuestionsWe've got answers
How granular are Truxo's permissions?
Truxo ships 85 permissions across 19 modules, controlled per module and per action — so you can let a dispatcher view and edit loads while keeping delete, customer rates, and margins off their screen entirely.
Which roles come built in?
Five ready-made roles: Admin (everything), Dispatcher (51 permissions — load assignments, routes, mapping, and driver communication), Financial (41 permissions — invoices, settlements, margins, and accounting tools), Operational (12 permissions — data entry, draft loads, and document scanning), and Own Book (walled-off access limited to a user's personal pipeline).
Can I create my own roles?
Yes, and there's no limit. Copy an existing role, tweak the scopes you need, and deploy it — or build one from scratch by toggling permissions module by module. Custom roles behave exactly like the built-in ones.
Can I stop dispatchers from seeing margins?
Yes. Customer rates and margin data are their own permissions, so a dispatcher can run loads, assign drivers, and talk to customers without ever seeing what the load pays you.
What happens if I grant a permission that depends on another?
Truxo enables the dependency for you and tells you it did with a system toast, so you never end up with a half-granted permission that breaks a workflow. Conflicting permissions block each other immediately, and sensitive grants require an explicit owner confirmation.
How do I revoke access when someone leaves?
Deactivate the user and every permission goes with them instantly — no shared logins to rotate and no orphaned admin accounts left behind.
Are permission changes audited?
Yes. Role and permission changes are recorded, so you can always see who changed what access and when.
BlogsFrom the bloginsights that move freight
How to build a load from a rate confirmation in minutes (using Truxo AI Scan)
A step-by-step guide to turning a broker's rate confirmation PDF into a complete, dispatch-ready load in Truxo — upload it or email it, review the AI-filled form, and assign a driver.
Best TMS for owner-operators and small fleets: the 2026 guide
What a TMS must do for a 1–100 truck operation — load intake, dispatch math, settlements, IFTA, and maintenance — and how Truxo handles each job, starting free.
What Is Truxo?
Truxo is the AI-powered transportation management system that helps freight brokers and carriers grow faster, reduce manual work, and increase profitability—all from a single platform.
ContactLet's move freighttogether
Questions about pricing, features, or switching from another TMS? Tell us a little about your operation — how many trucks, broker or carrier — and a real person will reply within one business day. No spam, no pressure.