When you create a new Admin Panel 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 nine default roles.
Consultant -- This role is reserved for third-party, outside businesses and partners such as developers, web agencies, or marketing departments
Fulfillment -- This role provides access to all enabled fulfillment options (In-Store Pickup, Shipping, and Local Delivery) and their locations
In-Store Pickup -- This role provides access to all in-store pickup locations
Manager -- This role provides manager-level access to the Admin Panel
Merchandiser -- This role is for product merchandisers who may need to confirm stock levels
Root -- This is an Owner-only permission level
Shipping -- This role provides access to all shipping locations
Staff -- This role is reserved for customer service staff who are not part of the fulfillment team
By default, the following user types are assigned to these roles:
- Owners -- Root
- Administrators -- Manager
- Users (with an email matching your store domain) -- Staff
- 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 permissions:
- 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.
Default Role Permissions
By default, each Role will be assigned the following permissions. The next section of this Help Page will show you how to edit those permissions.
The roles below mention a Full and Simplified version of the Dashboard. The Full Dashboard will provide access to visual reporting and the admin panel heartbeat monitor, whereas the Simplified Dashboard will provide a general landing page and direct users to the side menu.
Below is a blank Permissions view.
Consultant
- Access to “simplified” Dashboard.
- Access to the Support section.
Fulfillment
- Access to “simplified” Dashboard.
- Access to the In-Store Pickup, Local Delivery, and Shipping “Orders” menu items only.
- Access to the Support section.
In-Store Pickup
- Access to “simplified” Dashboard.
- Access to the In-Store Pickup “Orders” menu item only.
- Access to the Support section
Manager
- Access to “full” Dashboard.
- Access to the Products section.
- Access to the In-Store Pickup section (which includes Settings & Report).
- Access to the Local Delivery section (which includes Settings).
- Access to the Shipping section (which includes Rules, Settings & Report).
- Access to the Orders section (which includes Reports & Settings).
- Can “Dismiss” Order Escalations.
- Access to the Gift Cards section (which includes Settings & Reports).
- Access to Loyalty
- Access to Customers.
- Access to the Users section.
- Access to the Reports section.
- Access to the Support section.
- Access to the Settings section.
Merchandiser
- Access to “simplified” Dashboard.
- Access to the Products section only.
- Access to the Support section.
Root
- Access to everything in the Admin Panel.
Shipping
- Access to “simplified” Dashboard.
- Access to the Shipping “Orders” menu item only.
- Access to the Support section.
Staff
- Access to “full” Dashboard.
- Access to the Products section.
- Access to the Orders section.
- Access to the Support section.
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 a simplied dashboard and 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 Marisha Matthews'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 Staff to Merchandiser.
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 Local Delivery 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.