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User Permissions

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ShipWorks Content Team

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Background

ShipWorks allows you to create and manage multiple users, each with its' own username, password and specific permissions. You have the option to create users as an administrator or as a standard user. With standard users you can define specific permissions giving the user access to or denying access to specific features within the ShipWorks software. This article will cover the permission that can be defined for standard users in ShipWorks.

First Things First

In order to create a new user or to edit an existing user you must be logged into ShipWorks as a user with administrator rights.

We recommend that you run the latest version of the ShipWorks software. This allows you to access the latest tools and features and ensures the steps in this article will work for you. For assistance with checking your version of ShipWorks or with upgrading to the latest version, please see this help article.

The Process

To modify the permissions for a standard user:

1. Click on the Manage tab and then on the Users button.

Click the Manage tab and then the Users button.

2. Select the user for which you would like to modify the rights, click Edit User, then select Rights.

select user click edit button select rights

To add or remove a right, check or uncheck the box to the left of the corresponding permission.

Default User Rights

By default, when creating a standard user, the following rights are assigned:

Customers

  • Can edit customer notes

  • Can send emails to customers

Orders(If there is more than one store connected to ShipWorks, order rights are configured for each store individually.)

  • Can edit the order status

  • Can view and edit notes associated to orders

Shipments

  • Can create, edit and process shipments

Email

  • Can create and send emails.

Additional User Rights

The following additional rights can be assigned to a standard user:

Management

  • Can create, edit, and delete actions

  • Can create, edit, and delete filters

  • Can create, edit, and delete templates

  • Can create and edit products in Product Mode

Orders (If there is more than one store connected to ShipWorks, order rights are configured for each store individually.)

  • Can create, edit, and delete orders

  • Can view sensitive payment details

Shipments

  • Can void and delete shipments

Rights that Cannot Be Modified

Customer

  • Cannot create and edit customers

  • Cannot delete customers

  • Can edit customer notes

  • Can send email to customers

user settings rights

Default Standard User Permissions

Additional Reading

Adding a New ShipWorks User

Editing a ShipWorks User

Still Need Help?

Please feel free to reach out to one of our awesome Technical Support Representatives in St. Louis.  We are happy to help.

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