Users can be assigned to a single Merchant or multiple Merchants under an account ensuring data access control for multi-merchant organizations.
Users can have the following roles:
- Admin: can manage shipments, carrier accounts, service levels, routing rules, users, webhooks, locations, communications and custom attributes.
-
Account Manager: can change Account Level Rules, SLA and Notifications for all merchants.
- Manager: can change automation rules, SLA and Notifications at brand level.
-
Operator: can manage shipments & returns but can only view carrier accounts and routing rules.
-
IT Manager: can only access connectors and webhooks and client app under Integrations.
- Viewer: can only view information but cannot create or update information.
Refer to the table below for a detailed view on user roles & associated permissions.
To manage the roles and permissions of a user you must be an Admin. To change the roles and permissions of a user account simply go to Settings on the navigation menu and select Users. Then select any user to make changes to its assigned role and assigned Merchants, or select CREATE at the top of the screen to create a new user. Refer to this article to learn how to create, edit and manage users.
Account Level Role
|
Admin |
Account Manager |
Manager |
Operator |
IT Manager |
Viewer |
Account Level Role |
Yes |
Yes |
No |
No |
No |
No |
Settings
|
Admin |
Account Manager |
Manager |
Operator |
IT Manager |
Viewer |
Settings - Account |
Full Access |
No Access |
No Access |
No Access |
No Access |
No Access |
Settings - Email Domain |
Full Access |
No Access |
No Access |
No Access |
No Access |
No Access |
Settings - Downloads |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Settings - Custom Domain |
Full Access |
No Access |
No Access |
No Access |
No Access |
No Access |
Settings - Locations |
Full Access |
Full Access |
Read Access |
Read Access |
Read Access |
Read Access |
Settings - Notifications |
Full Access |
Full Access |
Full Access |
No Access |
No Access |
No Access |
Settings - Reason Codes |
Full Access |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Settings - Returns |
Full Access |
Full Access |
Full Access |
No Access |
No Access |
No Access |
Settings - Attributes |
Full Access |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Settings - Users |
Full Access |
No Access |
No Access |
No Access |
No Access |
No Access |
General
|
Admin |
Account Manager |
Manager |
Operator |
IT Manager |
Viewer |
Alerts |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Home |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Control Tower |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Reports |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
Shipping
|
Admin |
Account Manager |
Manager |
Operator |
IT Manager |
Viewer |
Shipments - Forward & Reverse |
Full Access |
Full Access |
Full Access |
Full Access |
Read Access |
Read Access |
Shipment System Logs |
Read Access |
Read Access |
Read Access |
Read Access |
Read Access |
No Access |
Shipments - Manifests |
Full Access |
Full Access |
Full Access |
Full Access |
Read Access |
Read Access |
Shipments - Service Levels |
Full Access |
Full Access |
Full Access |
Read Access |
Read Access |
Read Access |
Carriers
|
Admin |
Account Manager |
Manager |
Operator |
IT Manager |
Viewer |
Carriers - Accounts |
Full Access |
Full Access |
No Access |
No Access |
No Access |
No Access |
Carriers - Capacity |
Full Access |
Full Access |
No Access |
No Access |
No Access |
No Access |
Carriers - Network |
Full Access |
Full Access |
No Access |
No Access |
No Access |
No Access |
Carriers - Costing |
Full Access |
Full Access |
No Access |
No Access |
No Access |
No Access |
Shipping & Customer Management
|
Admin |
Account Manager |
Manager |
Operator |
IT Manager |
Viewer |
Automations |
Full Access |
Full Access |
Full Access |
Read Access |
Read Access |
Read Access |
Notifications |
Full Access |
Full Access |
Full Access |
No Access |
No Access |
No Access |
CX Apps |
Full Access |
Full Access |
Full Access |
No Access |
No Access |
No Access |
Returns |
Full Access |
Full Access |
Full Access |
Full Access |
Read Access |
Read Access |
Integrations
|
Admin |
Account Manager |
Manager |
Operator |
IT Manager |
Viewer |
Integration - API Access |
Full Access |
No Access |
No Access |
No Access |
No Access |
No Access |
Integration - API Client App |
Full Access (with READ ACCESS to INTERNAL scopes in CLIENT APP) |
No Access |
No Access |
No Access |
Full Access (with READ ACCESS to INTERNAL scopes in CLIENT APP) |
No Access |
Integration - Connectors |
Full Access |
No Access |
No Access |
No Access |
Full Access |
No Access |
Integrations - Webhooks |
Full Access |
Read Access |
Read Access |
No Access |
Full Access |
No Access |
Retrigger Webhooks
|
Admin |
Account Manager |
Manager |
Operator |
IT Manager |
Viewer |
Retrigger Webhooks |
Read Access |
Read Access |
Read Access |
No Access |
Read Access |
No Access |
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