User Permissions

RW Elephant offers different roles for your Users: Admin, Editor, Reader, Delivery Crew, Item Editor, and Accountant.

Admins can set or change the role of each User in order to allow them to have a particular level of permissions.

To do so, navigate to the User icon in the upper right corner of the browser window.

From the list on the left, choose the user you’d like to assign a role to.

Click on the green “Edit User” button.

From the “Role” menu, choose the permissions role you’d like for that user.

The roles are defined as follows:

admin

Admin

  • Can make changes to Account information (deposit requirements, etc.)
  • Can add, delete, and edit Inventory Items
  • Can add Media
  • Can add, delete and edit Orders
  • Can generate PDF reports
  • Can generate Reports
  • Can view Metrics
  • Can add, delete or edit Users or permissions.
  • Receives Daily Payment Emails
  • Receives Monthly Billing Emails
  • Receives Wishlist Submission Emails*
  • Receives E-Signature Confirmation Emails 
editor

Editor

  • Can add, delete, and edit Inventory Items
  • Can add Media
  • Can add, delete and edit Orders
  • Can generate PDF reports
  • Can generate Reports
  • Cannot add, delete or edit Users or permissions.
  • Cannot add, delete or edit Account information (deposit requirements, etc.) 
  • Receives Daily Payment Emails
  • Receives Wishlist Submission Emails*
reader

Reader

  • Can view Orders (but not add, edit, or delete)
  • Can view Inventory (but not add, edit, or delete)
  • Can generate PDFs
  • Cannot generate Reports
delivery-crew

Delivery Crew

  • Can view Delivery & Pull Ticket PDFs
  • Can view Event & Contact Detail tab within Orders
  • Can view Checklist tab within Orders
  • Can only view their own user under Users
  • Cannot add, delete or edit Orders
  • Cannot view Line Items, Payments or Attachments tab of an Order
  • Cannot view Invoice PDFs or Signed Invoice PDFs
  • Cannot view Items
  • Cannot view Reports 
item-editor

Item Editor

  • Can add, delete, and edit Inventory Items
  • Can add Media
  • Cannot access Orders (to view or edit)
  • Cannot generate Reports
  • Cannot add, delete or edit users or permissions.
  • Cannot add, delete or edit account information (deposit requirements, etc.) 
accountant

Accountant (does not count as one of your allowed users per your plan)

  • Can view Orders (but not add, edit, or delete)
  • Can view Inventory (but not add, edit, or delete)
  • Can generate PDFs
  • Can generate Reports

Once you’ve chosen the appropriate role for the user, click the green “Save User” button. 

Please note that if you must have at least one Admin per account. If the final “Admin” attempts to change their role, they will not be allowed to. 

Also see User Management and our Adding New Users Tutorial.

*Wishlist Submission Emails will be sent to Users that have enabled the RW Elephant WordPress Plugin.