Permission Setup

Video Tutorial:

The function page allows admin users to:

• Review Permission Group
• Edit Permission Group
• Create Permission Group
  
  • Permission Sections
• Delete Permission Group
• Assign Group to Users
  • Method 1: Permission Setup
  • Method 2: Client Setup 

A client default permission group is carried over to the client domain once the domain is created, yet, some client admins may want to create, modify, or perhaps delete the permission groups for their operational needs.

Since this setting is linked to all the users under the client domain, we encourage admin users to utilize "Create" instead of "Modify" or "Delete". If there is a need for granting the client users with additional or fewer access levels, instead of modifying the current permission groups, creating new permission groups is recommended.

FAQ

How do I assign permission groups to the internal member?

Review Permission Groups

Search Path: Setting - Management - Permission Setup

Click "Permission Setup" under "Management"

Review the existing permission groups

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Edit Permission Group 

Search Path: Setting - Management - Permission Setup - Edit 

Click the "Edit" icon

Click on the following permission tab to edit the permissions (Please see the below notes)

Notes:

Available Permission Sections (The below permissions are corresponding with the same system pages, Admin can review the corresponding pages when setting the permissions）

Click "Release" to release the page

• Shipments
  • Create Shipment
  • Shipment History 
  • Return
  • Get Rate Quote
  • Tracking List
• Finance
  • Transaction
  • Payment 
  • Loan
  • Refund Management 
  • Billing Adjustment
  • Shipping Charge
• Setting 
  • Shipping 
    • Shipping From Address
    • Recipient Address
  • Account 
    • My Profile
    • API Setting
    • My Contract
• Open - Api
  • Rate-And-Create
  • Ship-From
  • Get-Label
• Calculator
  • Carrier-Info
  • Rate
  • Shipment-Create
• Order
  • All
  • Awaiting Payment
  • Ready to Ship
  • On Hold
  • Pending Fulfillment
  • Shipped
  • Canceled
• Product
  • Product Management
  • Category Management
  • Store Aliases Management
  • Listing Management
  • Supplier Management
• Order Label
• Warehouse 
  • Location 
  • Inventory
• Invoice

If selected  "Editable", click "Edit" to select more permissions

Check the box to activate the permission or uncheck to deactivate the permission. Click "Save Changed" to save (Please see the below notes)

Notes:

Only the permissions with the "Edit" button have these check boxes

Click "Save Changes" to save

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Create Permission Group

Search Path: Setting - Management - Permission Setup - Add Group

While under the "Permission" page, click "Add Group"

Give this new permission group a name and click on the permission tab to add permission

Review the "Permission Section"

Choose "Hidden" or "Editable" for permission (Please see the below notes)

Notes:

• Hidden - Deactivate the permissions
• Editable - Activate the permissions
• "Edit" Button - Edit permission under the page

Click the "Edit" button and Select the desired permission to release and click "Save Changes"

Click "Release" to decide whether release this permission group or not and click "Save Changes"

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Delete Permission Group

Search Path: Setting - Management - Permission Setup - Delete 

STRONGLY RECOMMENDED TO NOT DELETE THE SYSTEM PRESET PERMISSION GROUPS

While under the "Permission Setup" page, click the "Trash Can" icon

Click "Sure"

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Assign Group to Users 

There are two ways to assign groups to users

Method 1: Permission Setup

Search Path： Settings - Management - Permission Setup - User Digits/+

Click the "Digits" or "Add" icon 

Select the users and click the right arrow to add users or the left arrow to remove users 

Click "Save" to save the selected users

Method 2: Client Setup 

Search Path： Settings - Management - Client Setup - ... - Permission Group

Click "Permission Group"

Select the group and click "Save"

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