Settings
Signed in as Marcus Hale · Admin
Team members
Who has access to this workspace
| Name | Role |
|---|---|
| Marcus Hale | Admin |
| Dana Ortiz | Sales Representative |
| Priya Raman | Sales Representative |
| Tyler Boone | Dispatcher |
Roles & permissions
What each role can do
Admin
Full access to every module, users and billing
Sales Representative
Own leads, companies, quotes and outreach
Dispatcher
Manage loads, carriers and the logistics calendar
Viewer
Read-only access to dashboards and reports
Integrations
Architected and ready to connect
Email delivery
Two-way sync for outbound sequences and replies
Planned
SMS notifications
Driver check-calls and customer status alerts
Planned
Electronic signatures
Sign rate confirmations and broker agreements
Planned
Maps & mileage
Lane distance, routing and ETA calculation
Planned
Carrier APIs
Load board posting and live tracking feeds
Planned
Accounting
Invoice sync, settlements and margin reconciliation
Planned
Calendar sync
Push follow-ups and pickups to Google/Outlook
Planned