Creating and Managing Roles and Permissions

All users within ShipHero should be assigned a role. Role assignations will provide these users with specific permissions we are set by you. In this article, we will review how to create a new role, how to assign a role to a user, and define the different role settings and permissions.

Definition of Roles & Permissions

How to Create a Role

Definitions: Role Settings & Permissions

Definition of Roles & Permissions

Roles are predefined permission settings assigned to users in your account. Role templates can be created, customized, and managed using the Users & Roles interface.

Users can have multiple roles assigned, but if role permissions conflict, the role granting permission supersedes the role denying it.

For example, a user is assigned two roles, Picker and Packer. The Picker role was created without access to the order page, and the Packer role was created with access to the order page. In this case, the user will have access to the order page. 

How to Create a Role

This section explains creating a new role and applying access permissions as needed, create a new role from start to finish or use an existing role as a template. 

NOTE: Roles cannot be deleted but can be deactivated by using the toggle in the Roles page.

1. Go to shipping.shiphero.com > Left Side Panel > click on Users & Roles.
   
   
2. Select the Roles tab and click the Create Role button. 
   
   
3. In the Role Type dropdown, select New to create a role from scratch or select an existing role to use as a template. When using an existing role as a template, the pre-existing permissions will populate; adjust accordingly. 
   
   
4. Adjust the permissions as needed and click the Continue button.
5. Select users from the Add User/s dropdown to assign the role to them or continue without adding users to the role; roles can be added or removed to users as needed. 
6. Hit the Create button.

Check out the following article for more information on Creating a User.

NOTE: If a user is assigned two roles (for example: picker and packer) with different permissions, the higher permission level will override the other. So, if a picker can view and order, but packer can view and edit an order, someone who is assigned by picker and packer roles, they will be able to view and edit orders.

Definitions of Role Settings

Below are the definitions of the available settings for roles. Please reach out to Customer Support if you have further questions.

Settings Across All Roles

• View: User can view, but cannot create, edit or delete.
• Create: User can view and create, but cannot edit or delete.
• Edit: User can view, create and edit, but cannot delete.
• Delete: User can view, create, edit and delete.

NOTE: All roles under User Settings can be allowed to view, create, edit or delete. For example, if a user has the ability to delete billing profiles, that means they can view, create, edit or delete any billing profiles in the system. These types of permissions apply to any of the available roles likes Bins, Devices, Emails, Cycle Counts, Purchase Orders, etc. 

As a rule: if you want to provide a user with the fewest number of permissions, set their permissions to view. If you want them to have the most permissions possible, set their permissions to delete.