Manage user roles and permissions

Updated May 31, 20264 min read

You can assign users to a single merchant or multiple merchants within an account, giving you granular data access control for multi-merchant organizations.

Available 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 shipping rules, SLA, and notifications at the brand level.
  • Operator, can manage shipments and returns but can only view carrier accounts and routing rules.
  • IT Manager, can only access connectors, webhooks, and the client app under Integrations.
  • Viewer, can view information but cannot create or update anything.

The tables below show the full permissions for each role.

To change a user's role or permissions, you must be an Admin. Go to Settings > Users and select a user to update their role and merchant assignments. Click Create to add a new user. See Manage users for step-by-step instructions.

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 - Shipment 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

Concepts behind this