Learn More About Custom Roles Management
Plans: Enterprise Platforms: All platforms
Custom roles allow managers to design roles with tailored roles with specific permissions. This ensures that the team members have precise access matching their responsibilities. This enables a more streamlined and secure workflow for organizations.
By default, there are four roles that can be assigned to members within the admin panel:
Default roles cannot be modified, but owners and admins can create new roles to grant custom permissions to the team members.
Each role comes with predefined permissions. For a detailed breakdown, refer to the Default Role Permissions article.
To add custom roles, follow the below steps:
Log in to your AfterShip account.
In the AfterShip dashboard, click the organization name.
Select Manage organization from the dropdown.
The members page will appear in a new tab.
Select Roles and click Create role.
In the Create role page, under Role information, enter a name and description (optional) for the role.
Under Role permissions, select the checkbox for each permission you want to assign (such as Settings, Security, Members, Billing etc.). You can select all permissions at once by checking the Select all permissions checkbox.
For more granular control, you can expand individual permissions to set permissions for view, create, edit, or remove. You can also expand all metrics in one go by clicking Expand all.
Repeat this process for the following Organization sections:
Settings
Security
Members
Billing
Locations
Apps
Sender emails
Developers
Notifications
Domains
Some permissions are exclusive to owners and admins, such as creating, editing, or deleting roles. These permissions cannot be assigned to other roles.
Certain permissions are interdependent. For example:
Roles > View depends on Members > Create and edit.
If Members > Create and edit is selected, Roles > View will be automatically selected.
If Roles > View is deselected, Members > Create and edit will be automatically deselected.
Custom roles cannot add/ edit/ remove or remove the Admin role, even if they have member permissions.
Owners, admins, and users with role-deletion permissions can delete roles. However, before deleting a role, all members assigned to that role must first be removed.
To delete roles, follow the below-mentioned steps:
Under Members, go to Roles.
Go to the role that you want to delete.
Against that role, select the settings menu (...).
A dropdown will appear on the screen, and you can click on the Delete option.
Owners and admins can duplicate roles along with their existing permissions. However, unassignable permissions (such as those exclusive to owners and admins) will not be included, even if duplicating from an admin role.
To duplicate the role, follow the below-mentioned steps:
Under Members, go to Roles.
Go to the role that you want to duplicate.
Against that role, select the settings menu (...).
A dropdown will appear on the screen, and you can click on the Duplicate option.
No, default roles (Admin, Manager, Support Agent, and Member) come with predefined permissions that cannot be changed. To customize permissions, create a new role.
Before deleting a role, all members assigned to it must be removed. Once deleted, the role and its permissions cannot be recovered.
Overview
Custom roles allow managers to design roles with tailored roles with specific permissions. This ensures that the team members have precise access matching their responsibilities. This enables a more streamlined and secure workflow for organizations.
Default roles
By default, there are four roles that can be assigned to members within the admin panel:
| Role | Description |
|---|---|
| Admin | Can only view orders |
| Manager | Can edit orders and product settings |
| Support Agent | Can manage people and organization/billing settings |
| Member | Can manage the organization but cannot delete it or manage members. All product access. |
Default roles cannot be modified, but owners and admins can create new roles to grant custom permissions to the team members.
Each role comes with predefined permissions. For a detailed breakdown, refer to the Default Role Permissions article.
Adding custom roles
To add custom roles, follow the below steps:
Log in to your AfterShip account.
In the AfterShip dashboard, click the organization name.
Select Manage organization from the dropdown.
The members page will appear in a new tab.
Select Roles and click Create role.
In the Create role page, under Role information, enter a name and description (optional) for the role.
Under Role permissions, select the checkbox for each permission you want to assign (such as Settings, Security, Members, Billing etc.). You can select all permissions at once by checking the Select all permissions checkbox.
For more granular control, you can expand individual permissions to set permissions for view, create, edit, or remove. You can also expand all metrics in one go by clicking Expand all.
Repeat this process for the following Organization sections:
Settings
Security
Members
Billing
Locations
Apps
Sender emails
Developers
Notifications
Domains
Special cases
Un-assignable permissions
Some permissions are exclusive to owners and admins, such as creating, editing, or deleting roles. These permissions cannot be assigned to other roles.
Auto-selection and auto-deselection
Certain permissions are interdependent. For example:
Roles > View depends on Members > Create and edit.
If Members > Create and edit is selected, Roles > View will be automatically selected.
If Roles > View is deselected, Members > Create and edit will be automatically deselected.
Custom roles cannot add/ edit/ remove or remove the Admin role, even if they have member permissions.
Deleting roles
Owners, admins, and users with role-deletion permissions can delete roles. However, before deleting a role, all members assigned to that role must first be removed.
To delete roles, follow the below-mentioned steps:
Under Members, go to Roles.
Go to the role that you want to delete.
Against that role, select the settings menu (...).
A dropdown will appear on the screen, and you can click on the Delete option.
Duplicating roles
Owners and admins can duplicate roles along with their existing permissions. However, unassignable permissions (such as those exclusive to owners and admins) will not be included, even if duplicating from an admin role.
To duplicate the role, follow the below-mentioned steps:
Under Members, go to Roles.
Go to the role that you want to duplicate.
Against that role, select the settings menu (...).
A dropdown will appear on the screen, and you can click on the Duplicate option.
FAQs
Q1. Can default roles be modified?
No, default roles (Admin, Manager, Support Agent, and Member) come with predefined permissions that cannot be changed. To customize permissions, create a new role.
Q2. What happens when I delete a role?
Before deleting a role, all members assigned to it must be removed. Once deleted, the role and its permissions cannot be recovered.
Updated on: 07/04/2025
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