When you create a new Pickup Hub User, you'll also need to assign them to a role. This help page will outline the default roles, the permissions available, and how to edit those permissions.
Default Roles
To access roles, under the Users menu, click the Roles link.
On the Roles page, you will see five default roles.
- Consultant -- This role is reserved for third-party, outside businesses and partners such as developers, web agencies, or marketing departments. Consultants only have access to the Support menu in the Pickup Hub
- In-Store Pickup - All Locations -- This role provides access to all in-store pickup locations for this dealer. This role has access to the Support and In-Store Pickup menus in the Pickup Hub
- Manager - All Locations -- This role provides manager-level access to the Pickup Hub. This role has access to all Pickup Hub menus
- Root -- This is an Owner-only permission level. This role has blanket permissions for the Pickup Hub and all users
- Supervisor - All Locations -- This role provides supervisor-level access to the Pickup Hub. This role has access to all Pickup Hub menus except for Settings
By default, the following user types are assigned to these roles:
- Owners -- Root role
- Administrators -- Manager - All Locations
- Users (with an email matching the Dealer's domain) -- In-Store Pickup - All Locations
- Users (with an outside email address) -- Consultant
Creating a New Role
You have the ability to create a custom role for your pickup hub users.
To start, click on the NEW + button on the Roles page.
In the New Role modal window, under the General tab, enter the Name of the new role and a short description.
Next, on the Permissions tab, select the menus you'd like this role to access.
For this example, we created a role of Developer and have selected the following access:
- Dashboard
- Products
- In-Store Pickup
- Customers
- Orders
Once you've assigned the permissions, click Save and the new Role will appear on the Roles page.
Editing a Role's Permissions
Whether it's a default role or one you've created, you can edit the permissions of any role.
On the Roles menu, click on the Permissions link for the role you wish to edit. For our example, we'll use the Consultant role.
This will automatically pull up a modal window and the Permissions tab for that role.
By default the Consultant role only has access to the Support menu.
For Frank's Fishing, we've edited the Consultant role to also include access to the Products menu, as well as the In-Store Pickup Orders menu.
Once you've made your changes, click Save and the role's permissions will be updated for this dealer.
Changing a User's Role
Owners and Administrators also have the ability to change an assigned role.
Start with the Users menu, and click on the Name of the user you wish to edit. For our example, we will edit Ryder Flynn's role.
You can click on the Role drop-down menu to change the user's role. For this example, we will change this role from Consultant to Developer.
Click Save and you'll see the updated role on the Users page.
Deleting a Role
In some instances, you may want to delete a role entirely.
To do so, start with the Users menu, and click on the Roles link. Then, click on the name of the role you wish to delete. For our example, we'll use the Summer Intern role.
On the role modal window, click the red Delete button in the upper right-hand corner.
You'll see a confirmation window. Click OK to continue with deleting the Role, or Cancel to go back to the role modal window.
A confirmation of "Role deleted successfully" will appear on the Roles page, and the deleted role will be removed from the list.
If you have any questions about creating, editing, or deleting a role, please open a Support Ticket and we will be happy to help.