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Who uses ZetPartner, at which level, and what each role can do. Same people and seats as Settings › Users & access.
Third-party logistics: clients, carriers, handovers, SLAs and claims. It runs on its own and reuses your existing vehicles, drivers and customers.
Your ZetPartner role is Member. This page is for other roles.
Your ZetPartner role is No access. Your admin decides who gets ZetPartner and with which role.
Your ZetPartner role is Client user, so you don't use ZetPartner on the web. Book shipments, track handovers, see service levels and raise claims in your client portal.
Your ZetPartner role is Carrier user, so you don't use ZetPartner on the web. Accept loads, update shipment status and see your settlements in the carrier portal.
Roles come from ZetMove. You choose who holds which one.
Runs ZetPartner: every client and carrier, allocation rules, SLA templates, portals, roles and seats.
Sees every client, carrier and shipment
Owns client accounts: contracts, service levels, claims and carrier choices.
Sees the client accounts of their team
Books handovers, allocates carriers and tracks shipments.
Sees the shipments of their team
Uses the client portal: books and tracks their own shipments.
Sees only their own company's shipments, in the client portal
Client portal
Uses the carrier portal: accepts loads and updates shipments.
Sees only the loads given to their carrier, in the carrier portal
Carrier portal
What each role can do per area of ZetPartner, and on which records.
| Area | 3PL adminAdmin | Account managerMaintainer | Operations executiveMember | Client userApp user | Carrier userApp user |
|---|---|---|---|---|---|
| Client workspaces | AllEverything | TeamEverything | TeamView | OwnView | |
| Shipments & handovers | AllEverything | TeamEverything | TeamView · Create · Edit | OwnView · Create | OwnView · Edit |
| Carrier allocation | AllEverything | TeamEverything | TeamView · Create · Edit | ||
| Partner network | AllEverything | AllView | AllView | OwnView | |
| Carrier integrations | AllEverything | AllView | |||
| Service levels | AllEverything | TeamEverything | TeamView | OwnView | |
| Claims & disputes | AllEverything | TeamEverything | TeamView · Create | OwnView · Create | OwnView |
| Reports | AllEverything | TeamEverything | |||
| Settings & access | AllEverything |
Site = records at the person's hub, depot, store or branch. Team = their teams in Settings › Teams. Own = records assigned to them.
Who sees these fields in full. Everyone else sees them masked, like •••• 4821, and every unmasked view is logged.
| Field | 3PL admin | Account manager | Operations executive | Client user | Carrier user |
|---|---|---|---|---|---|
| Client rates & contracts | Full | Full | Masked | Masked | Masked |
| Carrier buy rates & margins | Full | Masked | Masked | Masked | Masked |
| Consignee phone & addressCarriers see it only for loads they accepted | Full | Full | Full | Masked | Full |
| Carrier bank details | Full | Masked | Masked | Masked | Masked |
Your 3PL clients
Partner carriers
Every change to who has ZetPartner and with which role, made here or in Settings › Users & access. Kept for 2 years; Undo puts the previous role back.
People already in your workspace. New people are invited from Users & access.
Can someone do something in ZetPartner? See why, step by step.