Configure approval chains, activation rules, and permissions for base rate cards and surcharges.
Approval chains
Permissions
Notifications
Base rate card — FTL / LTL
Approval chain
Applies to all FTL and LTL base rate cards submitted for approval.
1
Logistics planner
Create & submit · no SLA
Origin
2
Freight manager
Approve / reject / return to draft · SLA h
Required
3
Finance controller
Cost-impact gate · SLA h
Escalation condition
If rate change exceeds
%
escalate to· auto-reject after
h
Required
4
Carrier acknowledgement
Accept / counter-propose · SLA h
Inter-party
Add approval tier
Activation settings
How base rate cards become active after the approval chain completes.
Auto-activate on effective from date
Rate card activates automatically when its effective start date is reached, once all approvals are complete.
Warn before expiry
days
Finance delay window
days
Surcharge rate card
Approval chain
Separate chain for surcharge additions, edits, and index-linked updates.
1
Logistics planner
Create & submit · no SLA
Origin
2
Freight manager
Approve / reject / return to draft · SLA h
Required
Add approval tier
Activation settings
How surcharges become active after approval.
Auto-activate on effective from date
Surcharge goes live on its effective start date automatically once approved.
Require carrier acknowledgement
Carrier must confirm before the surcharge is applied to new trips.
Warn before expiry
days
Carrier ack SLA
hours
Base rate card permissions
Controls which roles can perform each action on FTL and LTL base rate cards.
Role
Add
Edit
Activate
Approve
TMS admin
Full platform access
Freight manager
Approves, reviews, manages lanes
Finance controller
Cost-impact gate approver
Logistics planner
Creates and submits rate cards
Depot dispatcher
Read-only, trip assignment
Carrier / transporter
External, view own rates only
Carrier role has implicit view-only access to their own rate cards. No explicit permission required.
Surcharge permissions
Controls which roles can perform each action on surcharge rate cards.
Role
Add
Edit
Activate
Approve
TMS admin
Full platform access
Freight manager
Approves, reviews, manages lanes
Finance controller
Cost-impact gate approver
Logistics planner
Creates and submits rate cards
Depot dispatcher
Read-only, trip assignment
Carrier / transporter
External, view own rates only
Notification settings
Rate card lifecycle alerts are configured in the product-wide notifications settings. The events below should be available as toggleable notification triggers there.