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
- Can make changes to Account information (deposit requirements, subscription management, etc.)
- Can add, delete, and edit Inventory Items
- Can add Media
- Can add, delete or edit Orders
- Can generate Order PDFs
- Can add, delete or edit Contacts
- Can generate Reports
- Can view Metrics
- Can view Dashboard Quick 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
- Can add, delete, and edit Inventory Items
- Can add Media
- Can add, delete or edit Orders
- Can generate Order PDFs
- Can add, delete or edit Contacts
- Can generate Reports
- Cannot access Metrics
- Cannot view Dashboard Quick Metrics
- Can only view their own user under Users
- Cannot access Account Settings (deposit requirements, etc.)
- Receives Daily Payment Emails
- Receives Wishlist Submission Emails*
Reader
- Can view Orders (but not add, edit, or delete)
- Can view Items (but not add, edit, or delete)
- Can generate PDFs
- Cannot add, delete or edit Contacts
- Cannot view Reports
- Cannot view Metrics
- Cannot view Dashboard Quick Metrics
- Can only view their own user under Users
- Cannot view Account Settings
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, Attachments, or History tab of an Order
- Cannot view Invoice PDFs or Signed Invoice PDFs
- Cannot access Items
- Cannot access Contacts
- Cannot access Reports
- Cannot access Metrics
- Cannot view Dashboard Quick Metrics
- Cannot view Account Settings
Item Editor
- Can add, delete, and edit Inventory Items
- Can add Media
- Cannot access Orders (to view or edit)
- Cannot generate Reports
- Cannot access Contacts
- Cannot access Reports
- Cannot access Metrics
- Cannot view Dashboard Quick Metrics
- Can only view their own user under Users
- Cannot access Account Settings
Accountant
(does not count as one of your allowed users per your plan)
- Can view Orders (but not add, edit, or delete)
- Can view Items (but not add, edit, or delete)
- Can generate Order PDFs
- Can generate Reports
- Cannot access Contacts
- Cannot access Metrics
- Cannot view Dashboard Quick Metrics
- Can only view their own user under Users
- Cannot access Account Settings
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 Wishlist Creation Tool for their Default Online Gallery or use one of our website integrations (RW Elephant WordPress Plugin, Shopify Snippet, Squarespace Snippet).