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      User Roles & Permissions

      Learn How to Set and Edit User Roles and Permissions in the Workspace

      After adding teammates to a Workspace, you can edit their role and permissions. This article will guide you to editing user roles and permissions.

      User Roles

      Once they have been added, you can adjust the roles of the teammate(s) you've added under the "Roles" section on this screen.

      Role Types are:

      • Admin: All full rights to the account
      • Editor: Limited rights to the account
      • User: View-Only mode

       

      Permissions

      In the "Edit Permissions" button, this is where you can get granular about the specific modules 

      • Dashboard: Provides an overview of business performance metrics across all modules.

      • Sheets: Allows access to spreadsheet-style data views for enhanced reporting and editing.

      • Supply Chain: Forecasting and management of all Suppliers, Purchase Orders, Shipments, and Storage Providers.

      • Catalog: Link and sync your product catalog across multiple regions and marketplaces.

      • Orders: Manage orders across all marketplaces through direct integrations with your fulfillment network.

      • CRM: Manage customers and their associated orders.

      • Wholesale: Manage wholesalers and invoicing to ensure accurate predictions.

      • Data Studio: Access to detailed analytics, reports, and visualization of operational and sales data.

      • Settings: Manage account-level settings, configurations, and integrations.

       

      • For each of these Modules, you can set the permission level of the user as:

        • Admin – Full access to view and edit all data and settings.

        • Editor – Can make changes but with limited administrative privileges.

        • View Only – Read-only access to view data without editing rights.

        • Hidden – No access; the module will not be visible to the user.

       

      When you set up a new Workspace and invite new users, Google Sheets are hidden by default to prevent unwanted users from receiving invites. However, if you need to grant admin or edit capabilities on the Sheet to a specific user, you can follow these steps:

      1. Navigate to the "Users" section under Account Settings.

      2. Find the user you want to grant access to and click on "Edit."

      3. Scroll down to the "Permissions" section and find the "Google Sheets" module.

      4. Click on the drop-down menu next to the user's name and select "Admin" or "Editor" depending on the level of access you want to grant.

      5. Click on "Save" to apply the changes.

      6. The user will now have access to the Google Sheets and can start editing or managing it according to their permissions.

      NOTE: Remember, it's important to only grant access to users who need it to ensure the security and privacy of your data.

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