Documentation/Account and security·2 min read·Updated Nov 8, 2026
Roles and access
What you can see depends on three things: your organization type, your role inside the organization, and the data you've been given access to. Shared shipments are visible to every party involved, and nothing else is.
Three layers of access
| Layer | Examples | What it controls |
|---|---|---|
| Organization type | Shipper, carrier, broker/3PL, consignee, facility | Which modules your organization uses. |
| Role | Admin, manager, operator, viewer, billing; yard roles such as gate agent | What you can do inside those modules. |
| Data scope | Regions, facilities, customers, carriers, labels | Which shipments and locations you see. |
Modules by organization type
| Module | Shipper | Carrier | Broker / 3PL | Facility |
|---|---|---|---|---|
| Overview | Yes | Yes | Yes | Yes |
| Shipments and live map | Yes | Loads assigned to you | Yes | Inbound and outbound for your sites |
| Exceptions | Yes | Your loads | Yes | No |
| Yard and dock | Your facilities | Book appointments | No | Yes |
| Intelligence | Yes | No | Yes | No |
Sharing between organizations
A shipment can involve several organizations: the shipper, the broker, the carrier and the receiver. Each one sees the shipment only through an explicit share, and only the fields their role needs. A carrier never sees another carrier's loads, and a shipper never sees a carrier's other customers.
What partners see on a shared shipment
A carrier sees the loads it moves, a broker the loads it brokers (with the carrier that drives them), and a facility the loads arriving at or leaving its sites. On a shared shipment you get the live map position, the ETA, the milestones and the exceptions, marked Shared with you. Everything is read-only: only the organization that owns the shipment can change it or resolve its exceptions. Its internal references stay private, and positions are shown only while the truck is on that load, never before or after.
Why some pages look like they don't exist
If you open a page or a shipment you don't have access to, you'll see Page not found, exactly as if it didn't exist. This is deliberate: it never reveals that something exists outside your access. If you think you should have access, ask your organization's admin.
Tip
Admins can preview what each organization type sees with the View as switcher at the top of the console (preview only).
Shipment Insight staff
Our support staff use a separate, locked-down admin area. Staff access requires a hardware security key, is time-limited, and every time staff open your data it is recorded in your audit log.