Settings › Users and permissions. Owners can do everything (a store always keeps at least one). Everybody else has a role, if you like a few extra permissions, and can be limited to some couriers and sales channels.
Roles
Roles are under Users and permissions › Advanced (v97), with the switch that lets people sign up with your store code.
Ready-made: Manager (everything except paying, changing the plan and deleting couriers), Dispatcher (log and scan), Booker (book and print labels), Claims agent, Viewer. Edit them or make your own with + New role; changing a role changes everybody who has it.
Permissions
| Group | Permissions |
|---|---|
| Orders | View dashboard & search · Log dispatches · Log returns · Bulk upload · Change status & tracking · Edit & delete batches · Orders page: see your shops' orders · Orders page: change address, phone, notes & tags, cancel (and the shop actions) · Mark a customer as bad and take the mark back (Customers' records) |
| Booking | View · Book · Cancel · Print labels |
| Claims | View · Create & edit · Send emails · Mark settled · Delete attachments · Delete claims (to the Trash) |
| Payments | Record payments on orders · See bank receipts · Match receipts to orders · Banks · See revenue: what you keep after courier charges and taxes (Revenue; the Manager role has it) |
| Records | Activity log · Download & export · Backup & restore · Trash: restore & delete forever |
| Couriers & channels | View setup · Add & edit · Edit API keys · Delete · Run tests |
| Parcel watch & couriers (v91) | Parcel watch: see (the bell alert and the filter) · tag, mark delayed or lost, snooze · report to the courier (make a claim) · change the days, the loop rule and who is told (Parcel watch) · Courier event rules: add, change, pause and read the log (Event rules) · Pick-ups: see the countdown · Pick-ups: add and change the people (Pick-ups) · Set the service type of a parcel (Service types) · History: see every message the courier sent. The ready-made roles got the ones that fit their work when you installed v91; roles you made yourself are left as they were. |
| Order confirmation | See the unfulfilled orders, call or message customers · Record a call · Listen to recordings · Settings (on or off, recording, the WhatsApp messages) · Bulk confirm. See Order confirmation. |
| Store | Order rules & cities · Email settings · Set defaults for everyone · Team: invite · Team: approve & change permissions · Plan: view · Plan: pay & change · Support tickets |
| Team work | Messages: write to one or more teammates · Messages: write to the whole team · Tasks: give tasks to other people · Tasks: see and edit everybody's tasks. (Everybody can read and answer what was sent to them and work on the tasks given to them.) See Messages and Tasks. |
| Files | See files and copy their links · Upload, replace, rename and move · Delete, restore and empty the trash. Who can see each file is set on the file itself: see Files. |
Courier scope
In Edit access, tick couriers to limit someone to them (none ticked = all). A TCS-only dispatcher logs everything as TCS, sees only TCS on the dashboard and the Book page, and cannot log another courier's parcels. The same limit applies to Analyse CPR reports, Revenue, the Courier scorecard, an order's History and what the camera's Find shows, and they can only give a city to a courier they handle.
Access requests
- Someone without access (or wanting more) opens their Profile, picks a role and/or permissions, writes why, and sends it.
- Everybody who may approve gets an email, and the request appears at the top of this page.
- Choose Approve as asked, Edit and approve or Decline… (with a reason). They are emailed either way.
Safety rules
- Nobody changes their own access; ask another owner.
- Only owners make owners, change owners or remove them; the last owner cannot be removed.
- Managers can only hand out permissions they have themselves.
Inviting, passwords and leavers
Invite someone: their email, a role (or "No access yet") and optionally couriers. The link works 7 days, once. Set password gives someone a new password; Remove deletes the login - what they logged stays. "Let people sign up with my store code" (Advanced › Sign up with the store code) allows self sign-up with no access; they then ask for what they need.