Articles on: Admin Settings

Learn About Role-Based Access Control of Organization Members

Plans: Learn more Platforms: All platforms

Overview



Roles and permissions provide different levels of access to members based on the task they perform. AfterShip allows you to grant role-based access to members. When inviting members to the organization, you can control the privileges of the members by assigning different roles to them.

πŸ“’ What you'll learn



In this tutorial, we will discuss:

How to add or remove a member in an organization
How to transfer ownership
Default roles and permissions
Organization's Permissions
AfterShip Tracking’s Permissions
FAQs

How to add or remove a member in an organization



Log in to your AfterShip admin dashboard
Go to Settings > Members



Click Add members
Enter the email address and select a role for the member. You can also bulk add members by entering enter multiple emails separated by a comma
Click Add



AfterShip sends an invite email to the new members with a link to set up their AfterShip account.



To delete or remove a member from an organization, click the dropdown icon against the member's name and click Remove from organization

There is no limit to the number of members in any role, except for the owner, which is unique.

How to transfer ownership



Click the Change owner button under Owner



If the account has a password, just enter the password, select the member you want to transfer the ownership to, enter CONFIRM, and click Transfer ownership to complete the ownership transfer.

If the account is logged in from a third-party without a password, we will send a verification code through the registered email. Enter the verification code and select the member you need to transfer the ownership. Enter CONFIRM and click Transfer ownership to complete the ownership transfer.

Note: Only the Owner has the authority to transfer the ownership to any organization member. If the person is not a member of the organization, then the owner first needs to add them before initiating the ownership transfer.

Default roles and permissions



We provide both the default and custom roles. For the default roles, we have defined each role and the permissions corresponding to the role below:



Owner: Limited to only 1 per organization (Full permissions)
Admin: Can manage organization-level and billing/subscription settings
Manager: Can manage orders and feature settings
Support Agent: Can view orders
Member: A legacy role with full permissions (Applicable only to the old users)

Organization's Permissions



OwnerAdminManagerSupport AgentMember (legacy)
PageResourcesPermissionOnly 1 per org. Most powerful. All product access.Manage people, org-level, billing/subscription settings. All product access.Manage orders and product settingsView ordersHave full permission
Organization SettingOrganization SettingViewβœ…βœ…βœ…βœ…βœ…
Editβœ…βœ…πŸš«πŸš«πŸš«
Deleteβœ…βœ…πŸš«πŸš«πŸš«
Organization Settings (2fa)Editβœ…βœ…πŸš«πŸš«πŸš«
Custom DomainViewβœ…βœ…πŸš«πŸš«βœ…
Editβœ…βœ…πŸš«πŸš«πŸš«
Data Processing AddendumViewβœ…βœ…βœ…βœ…βœ…
Editβœ…βœ…πŸš«πŸš«πŸš«
MembersMember ListViewβœ…βœ…βœ…βœ…βœ…
Editβœ…βœ…πŸš«πŸš«πŸš«
Deleteβœ…βœ…πŸš«πŸš«πŸš«
RoleViewβœ…βœ…βœ…βœ…βœ…
Editβœ…βœ…πŸš«πŸš«πŸš«
BillingSeat & Product SubscriptionViewβœ…βœ…πŸš«πŸš«βœ…
Editβœ…βœ…πŸš«πŸš«πŸš«
Deleteβœ…βœ…πŸš«πŸš«πŸš«
Payment MethodViewβœ…βœ…πŸš«πŸš«βœ…
Editβœ…βœ…πŸš«πŸš«πŸš«
Invoice InformationViewβœ…βœ…πŸš«πŸš«βœ…
Editβœ…βœ…πŸš«πŸš«πŸš«
Store& App ConnectionStore connectionsViewβœ…βœ…πŸš«πŸš«βœ…
Editβœ…βœ…πŸš«πŸš«βœ…
Deleteβœ…βœ…πŸš«πŸš«βœ…
AppsViewβœ…βœ…πŸš«πŸš«βœ…
Editβœ…βœ…πŸš«πŸš«βœ…
Sender EmailSender EmailViewβœ…βœ…πŸš«πŸš«βœ…
Editβœ…βœ…πŸš«πŸš«βœ…
Deleteβœ…βœ…πŸš«πŸš«βœ…
Organization API KeysAPI KeyViewβœ…βœ…πŸš«πŸš«βœ…
Editβœ…βœ…πŸš«πŸš«βœ…
WebhookWebhookViewβœ…βœ…πŸš«πŸš«βœ…
Editβœ…βœ…πŸš«πŸš«βœ…
Deleteβœ…βœ…πŸš«πŸš«πŸš«
NotificationNotificationViewβœ…βœ…βœ…βœ…βœ…
Editβœ…βœ…πŸš«πŸš«πŸš«


AfterShip Tracking’s Permissions



OwnerAdminManagerSupport AgentMember (legacy)
PageresourcesPermission(Standard) Only 1 per org. All permissions.(Standard) Manage org-level, billing/subscription settings.(Standard) Manage orders and feature settings(Standard) View orders(LEGACY) full permission like it was
ShipmentsshipmentsViewβœ…βœ…βœ…βœ…βœ…
Createβœ…βœ…βœ…πŸš«βœ…
Editβœ…βœ…βœ…πŸš«βœ…
Exportβœ…βœ…βœ…πŸš«βœ…
Deleteβœ…βœ…βœ…πŸš«βœ…
courierEditβœ…βœ…βœ…πŸš«βœ…
statusEditβœ…βœ…βœ…πŸš«βœ…
orderEditβœ…βœ…βœ…πŸš«βœ…
noteEditβœ…βœ…βœ…βœ…βœ…
custom_fieldEditβœ…βœ…βœ…πŸš«βœ…
tagEditβœ…βœ…βœ…βœ…βœ…
customerEditβœ…βœ…βœ…πŸš«βœ…
notificationSendβœ…βœ…βœ…βœ…βœ…
subscriberEditβœ…βœ…βœ…πŸš«βœ…
NotificationsnotificationsViewβœ…βœ…βœ…πŸš«βœ…
emailEditβœ…βœ…βœ…πŸš«βœ…
smsEditβœ…βœ…βœ…πŸš«βœ…
messengerEditβœ…βœ…βœ…πŸš«βœ…
historyViewβœ…βœ…βœ…πŸš«βœ…
Tracking Pagetracking_pageViewβœ…βœ…βœ…βœ…βœ…
Editβœ…βœ…βœ…πŸš«βœ…
WebhookswebhooksViewβœ…βœ…βœ…πŸš«βœ…
Editβœ…βœ…βœ…πŸš«βœ…
AnalyticsanalyticsViewβœ…βœ…βœ…βœ…βœ…
Exportβœ…βœ…βœ…πŸš«βœ…
AfterShip Admin SettingcourierViewβœ…βœ…βœ…πŸš«βœ…
Editβœ…βœ…βœ…πŸš«βœ…
pdd_settingViewβœ…βœ…βœ…βœ…βœ…
Editβœ…βœ…βœ…πŸš«βœ…
tracking_eddViewβœ…βœ…βœ…βœ…βœ…
Editβœ…βœ…βœ…πŸš«βœ…
internal_notificationEditβœ…βœ…βœ…πŸš«βœ…
API keysapi_keysViewβœ…βœ…βœ…πŸš«βœ…
Editβœ…βœ…βœ…πŸš«βœ…


FAQs



1. Who can invite a member?

Only the owner of the organization can invite a member.

2. Who can configure the role of a member?

Only the owner or admin of the organization can edit the role of a member.

If you are not an enterprise customer, then you can only enjoy the roles in the default role. Only Enterprise customers can customize their own roles.

Please get in touch with our sales team if you need a custom role.

Updated on: 28/03/2024

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