Getting Started
Interface Basics
Printers and Scales
Device Hub
Device Hub Overview
Install the Device App
Install the Device Service
Adding Printer and Scale Devices
Legacy Client Migration Guide
Device Barcodes
Legacy Device Management
Printer Checklist
Installing the Printer and Scale Client
Scale Setup
Printer Setup
Printer - Additional Arguments
Troubleshooting the Print and Scale Server
Getting the Local Windows User's Name
Troubleshooting
Shipping
Order Processing
Order Allocation
Order Processing Loop
Packing Solutions
Backorders
Ready to Ship
"Unable to Process" Order status
Packaging Features
Orders
Custom Fields for Orders
Reference Numbers
Shipping Accounts
Packing Instructions
External Shipping Methods
Tracking Numbers for Offline Shipments
Other Shipping Options
Packing Slip Design
Service Levels and Target Ship Dates
Outbound SSCC Barcodes
International Shipping
Receiving
Deliveries (ASNs, RMAs, etc.)
Double-Scan to Begin Count
Auto-Advance to Put-Away After Processing ASN
Actionable Reports
Catalog
Bill of Materials/Work Orders
Bill of Materials
Bill of Materials — Quantity-types
Work Orders
Import Bill of Materials
Virtual Inventory
Regulations
Products
Lots/Expirations Tracking
Import Products
Operations
Warehouse
Picking Classes
Picking Batches
Bulk Fulfill Orders
Manifests (Loading)
License Plates
Time Tracking for Administrators
Time Tracking for Staff
Relocations
Import Locations, Lots and Inventory
Rating
System
Configuration
User Management
Warehouses
User Roles
Merchants and Brands
Third Party Billing
Login via Badge
Manifest Couriers
Integrations
Plugin Subscriptions
Merchant API Users and Roles
External Shipping Method API
ShipStream Plugin Fostering Program
EasyPost
Amazon Selling Partner
Amazon Merchant Fulfillment
CartRover
Freight Club
SPS Commerce
Scripting
Scripting Basics
Before Create Order Scripts
Preprocess Packing Solution Scripts
Ready to Ship Time Scripts
Picking Class Shipment Matching Scripts
FAQ
How-To: FedEx Production Key Certification
How-To: Brand-Specific Shipping Account
Pattern and Replacement RegEx
ShipStream's Subprocessors
ISO Alpha-2 Country Codes
ShipStream Flow
Release Notes
ShipStream Releases
Version 2022.2
Version 2022.1
Version 2022.0
Version 2021.6
Version 2021.5
Version 2021.4
Version 2021.3
Version 2021.2
Version 2021.1
Version 2021.0
Version 2020.2
Version 2020.1
Version 2020.0
Version 2019.9
Version 2019.8.1
Version 2019.8
Version 2019.7
Version 2019.6
Version 2019.5
- All Categories
- System
- User Roles
User Roles
Updated
by Cory M.
User Roles define a set of "resources" or permissions which assigned users will be granted. Granting only the permissions necessary for a user's legitimate needs and purpose is good practice because it:
- reduces risk should a user's account become compromised
- helps protect the privacy of your customer's data
- simplifies the user interface
Managing User Roles
Navigate to System > Users, then click User Roles to access the User Roles grid.
- Navigate to the appropriate User Roles or Client User Roles grid and then click Add New Role.
- Choose a Role Name that describes what level of access users assigned to this Role with need or their job description (e.g. Accounting, Shipping, Customer Support, etc.).
- Click the Role Resources tab in the left sidebar. Here you can determine which features the users assigned to this User Role (or Client User Role) will have access to.
- Choose Custom as the Resource Access type and check the boxes for the permissions you would like to grant to this role.
- Now click Save Role, and this role will be available when creating users and assigning their roles.