How to Manage User Roles and Permissions on AfterShip Returns

Plans: Team, Enterprise 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.

📢 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 Return'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
Click Add



AfterShip sends an invite email to the new member 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

			Owner	Admin	Manager	Support agent	Member (legacy)
Page	Resources	Permission	(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
	Organization Setting	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	🚫
		Delete	✅	✅	🚫	🚫	🚫
Orgnization Setting	Custom Domain	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	🚫
	Data Processing Addendum	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	🚫
Members	Member List	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	🚫
		Delete	✅	✅	🚫	🚫	🚫
	Role	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	🚫
Billing	Seat & Product Subscription	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	🚫
		Delete	✅	✅	🚫	🚫	🚫
	Payment Method	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Invoice Information	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
Store & App Connection	Store connections	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
		Delete	✅	✅	🚫	🚫	✅
	Apps	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
Sender Email	Sender Email	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
		Delete	✅	✅	🚫	🚫	✅
Organization API Keys	API Keys	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
		Delete	✅	✅	🚫	🚫	🚫
Webhook	Webhook	View	✅	✅	🚫	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
		Delete	✅	✅	🚫	🚫	🚫

AfterShip Return’s Permissions

Page	Resources	Permisson	Owner	Admin	Manager	Support agent	Member
			(Standard) Only 1 per org. All permissions.	(Standard) Manage org-level, billing/subscription n settings.	(Standard) Manage orders and feature settings	(Standard) View orders	(LEGACY) full permission like it was
Returns	Returns	View	✅	✅	✅	✅	✅
		Edit	✅	✅	✅	✅	✅
		Export	✅	✅	✅	✅	✅
Returns page	Returns page	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
Analytics	Analytic	View	✅	✅	✅	🚫	✅
		Export	✅	✅	✅	🚫	✅
	Returns settings	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Eligibility rules	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Automation rules	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Carriers and Warehouses	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Routing rule	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Notification	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Languages (in Returns page) (Multi-language and customized content)	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Apps	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
Settings	Settings Tracking	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Organization	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Billing	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Members	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	✅	🚫	✅
	Workflow	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Bundles (Buy as bundles, return as line item)	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Minumum inventory	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Gift returns	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅
	Internal notification	View	✅	✅	✅	🚫	✅
		Edit	✅	✅	🚫	🚫	✅

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.

Note: 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